Accounting & Tax

Overview

We keep your books clean and your filings on time, then make sure the numbers are ready when tax season, a lender or the CRA comes calling. We implement and clean up QuickBooks (or Xero), run bookkeeping and month-end in it, prepare financial statements under CPA oversight, and prepare corporate and personal returns with an eye on every credit and deduction. One team owns the whole cycle, from a receipt to a filed return.

What's included

• Bookkeeping, reconciliations and month-end close
• QuickBooks implementation, setup and migration (also Xero and similar)
• Cloud accounting cleanup and catch-up of neglected files
• Financial statement preparation (compilation engagements)
• GST/HST registration and filing
• Payroll, source deductions and T4/T5 slips
• Corporate (T2) and personal (T1) tax preparation and filing
• Tax planning and CRA correspondence
• Catch-up and backlog clean-up

When it helps

• Books are behind, or it is receipts-in-a-shoebox before a deadline
• GST/HST, payroll or tax filings slipping past CRA due dates
• Moving off spreadsheets or desktop software to the cloud
• A lender, investor or the CRA needs clean, current statements
• Corporate year-end and personal returns you want handled together

How we deliver

• Get current: reconcile, clean up and set a reliable baseline
• Keep current: monthly bookkeeping, close and compliance filings
• Prepare statements and returns under CPA review
• Plan ahead: tax planning before year-end, not after it

Scope and standards

Financial statements are prepared as compilation engagements under CPA oversight. We do not provide audit or review (assurance) engagements, which require a separate public accounting licence. Tax returns are prepared by our team and reviewed by a CPA before filing.