Services
We provide accounting, tax and compliance services to incorporated businesses, from newly formed companies to mature operating entities. Our engagements range from monthly bookkeeping through to year-end financial statements and corporate tax returns, so that your records are current, your filings are on time and your owners have the information needed to make decisions.
What we do
- Bookkeeping and monthly reconciliation of bank, credit card and loan accounts.
- Preparation of year-end financial statements and T2 corporate income tax returns.
- Payroll processing, source deduction remittances, and T4 and T4A reporting.
- GST/HST registration, returns and reconciliation of input tax credits.
- Tax planning for owner-managed corporations, including the mix of salary and dividends and the treatment of shareholder loan accounts.
- Management reporting, including budgets, cash flow forecasts and monthly financial summaries that support decisions.
Who this is for
Incorporated businesses of all sizes, owner-managed companies, and newly incorporated businesses that need their accounting records and filings organized correctly from the outset. We also work with businesses whose internal bookkeeping has fallen behind and need their records brought current before a year-end, a financing or a sale. Professional corporations in regulated industries are welcome, and we are experienced working with them.
What to bring
Bank and credit card statements, sales and purchase records, payroll information, corporate records such as minute books and share structure, and prior financial statements and tax filings. If the business uses accounting software, provide access or an export. If records are incomplete or disorganized, bring what you have and we will advise on how to proceed.
Getting started
Contact us with a brief description of what you need and the tax years or filing period involved. We will review your enquiry and confirm whether we can assist, the scope of work, and the information required to begin. All new engagements start with a consultation to ensure that the work is properly understood before preparation begins. There is no obligation and no charge for the initial conversation. If we proceed, we will set out the scope and the fee in writing before any work begins. We accept new clients throughout the year and are not restricted to filing season. If a deadline is approaching, please note it when you contact us and we will prioritize accordingly.
Related
Speak with us about your accounting and tax requirements.
Tell us what you need and we will respond with the next steps and the information required to begin.