We keep your books current, reconcile bank and credit-card accounts monthly, and close each period so the numbers you look at are the numbers you can file from. Software choice is driven by fit — QuickBooks Online, Xero, or a Sage setup you already run — and we standardise the chart of accounts so month-over-month comparisons hold up.
What it covers
- Bank, credit-card, and merchant account reconciliations
- HST tracking on every transaction, ready for filing
- Payables and receivables aging so nothing slips
- Month-end close with a review checklist
Who it suits
Owner-operated corporations and professional practices that want reliable monthly numbers without hiring in-house.
Cadence
Monthly close, delivered by the 15th of the following month.
You hand over
- Read-only bank and credit-card feeds
- Receipts (Hubdoc, Dext, or a shared drive works)
- Sales system exports if applicable
You get back
- A closed month within a fixed cutoff
- A short profit-and-loss with variance notes
- A working balance sheet you can walk through
We prepare year-end adjustments, produce Notice to Reader financial statements, and file the T2 corporate return with the CRA. Where you have inter-company transactions, shareholder loans, capital cost allowance decisions, or dividend versus salary questions, we walk through the tradeoffs before we file — not after.
What it covers
- Year-end adjusting entries and working papers
- GIFI schedules and CCA class tracking
- T2 filing with the CRA, including short years and amendments
- Instalment planning for the year ahead
Who it suits
Canadian-controlled private corporations, professional corporations, and holding companies.
Cadence
Annual, within six months of fiscal year-end.
You hand over
- Trial balance and general ledger
- Prior-year return and notice of assessment
- Loan agreements and inter-company balances
You get back
- Compilation-engagement financial statements
- Filed T2 with a copy of the assessment
- A short memo on next-year planning items
Personal returns for anyone whose situation is beyond a simple T4 — self-employed schedules, rental statements, capital gains from real estate or investments, foreign-property reporting, prior-year clean-ups, and voluntary disclosures where they apply.
What it covers
- T1 with all applicable schedules (T2125, T776, T1135, T1-M, and more)
- RRSP, TFSA, and FHSA planning around contribution room
- Capital gains and ACB tracking
- CRA correspondence, reassessments, and objections
Who it suits
Self-employed professionals, landlords, incorporated owners taking dividends, newcomers to Canada, and families with more than one income source.
Cadence
Annual filing; June 15 deadline where a return includes self-employment income.
You hand over
- All T-slips and receipts
- Rental income and expense records
- Prior-year return if new to us
You get back
- Prepared and e-filed return
- A summary of what changed year-over-year
- Next-year contribution and instalment guidance
Full-cycle payroll for small teams — pay runs, statutory holiday and vacation accruals, ROEs, source-deduction remittances to the CRA, WSIB filings for Ontario employers, and year-end T4 and T5 slips filed and distributed.
What it covers
- Semi-monthly or bi-weekly pay runs
- CPP, EI, and income-tax remittances
- ROE issuance on terminations
- WSIB reconciliations
- Year-end T4 / T4A / T5 preparation and filing
Who it suits
Employers with two to fifty employees, and owner-managers taking a T4 salary from their corporation.
Cadence
Per pay period; annual year-end filings by the last day of February.
You hand over
- Employee onboarding forms (TD1, direct deposit)
- Hours or salary details each period
- Notice of any changes to compensation
You get back
- Payroll register and pay stubs
- Remittance confirmations
- Year-end slips filed with the CRA
We prepare and file HST returns on the schedule you registered for, handle the CRA on your behalf when a review letter shows up, and represent you on audits, pre-assessment reviews, and objections. Where a filing position is aggressive, we tell you so — before the return goes in.
What it covers
- HST return preparation and filing
- Input tax credit reviews
- Quick Method versus regular method analysis
- CRA reviews, audits, and objections
Who it suits
Any business over the small-supplier threshold, and any business that has received a CRA letter it does not know how to answer.
Cadence
Quarterly or annual, per your CRA registration.
You hand over
- Access to bookkeeping records
- Any CRA correspondence in full
- Authorization to represent (RC59) where applicable
You get back
- Filed HST return
- A written response to the CRA on file
- A summary of the outcome and any follow-ups
Compilation engagement reports (formerly Notice to Reader) for lender and shareholder use, and ongoing advisory on structure — holdco/opco setups, share-class planning, salary-versus-dividend mixes, and the cash-flow calendar that keeps quarterly instalments and HST filings from surprising you.
What it covers
- CSRS 4200 compilation engagement reports
- Remuneration mix analysis
- Cash-flow forecasting and instalment planning
- Bank and financing package preparation
Who it suits
Corporations that need a formal financial statement package for a lender or shareholder, and owners who want a second set of eyes on structural decisions.
Cadence
Engagement-based; typically alongside year-end.
You hand over
- Access to the bookkeeping file
- The purpose the statements will be used for
- Any lender or shareholder requirements
You get back
- A signed compilation engagement report
- Working papers to support the numbers
- A short memo on any planning items surfaced
