Cleanup,
compliance,
and what
follows.
From the first diagnostic through to the T2 return, handled by one team.
Every engagement begins with an initial assessment to determine exactly how we can help.
Signature engagement
Diagnostic file review & cleanup bookkeeping
A full account-by-account review before a single entry is changed, followed by a clean, multi-year rebuild from source, not another correction layered over the last one.
- Written findings with issues quantified
- Every account reconciled to source
- Intercompany and multi-entity alignment across the group
Ongoing
Monthly bookkeeping & accounting
The monthly bookkeeping headache handled for you with reliable numbers prepared on a schedule that you can count on.
- Every account reconciled, every month
- Profit and loss, balance sheet, and cash flow statement prepared
- Year end handed over with working papers already prepared
Compliance
Payroll, HST, GST & remittances
Payroll run on schedule, from pay calculation through to the government remittance.
- Payroll processed with T4, T5 and ROE prepared
- HST and GST filed from source, not estimate
- Source deductions agreed to the CRA statement of account
Filing
Corporate tax and year end
T2 returns prepared on books we built ourselves. When one team owns both the ledger and the return, year end stops producing surprises.
- T2 corporate return preparation and filing
- Year end working papers and adjusting entries
- Shareholder compensation and dividend planning support
Growth stage
CFO and advisory support
The numbers put to work: forecasting, cash strategy, and the view needed to plan ahead.
- Consolidated reporting across entities and holdings
- Budgeting, forecasting and the indicators that matter
- CRA audit preparation and support if a review letter arrives
Most clients aren’t sure either.
Pick what is closest to your situation and we will point you to the right starting service.
Recommended starting point
View this serviceFrom shoebox to clarity
The tech stack we connect, so you can focus on running your business.
- Receipts
- Payments
- Sales
- POS
- Payroll
- CRM
It starts with a look at the file.
A free review of your QuickBooks file establishes which service you actually need and what it involves. Nothing needs organising beforehand. Curious what that review usually turns up? See what a diagnostic finds.