Cleanup,
compliance,
and what
follows.

Diagnostic file review and system design

Before any entry is changed, the file is examined in full. Errors that inflate income. HST configured incorrectly at setup and wrong ever since. Input tax credits never claimed. Payroll that has drifted from the CRA account. You receive the complete position and a scoped plan before work is authorised, so the cost of the cleanup is known in advance rather than discovered during it.

• Every account reviewed and tested against source rather than sampled
• Written findings with the tax and compliance exposure quantified
• A staged plan with a number attached before work begins
• Yours to keep, and to act on elsewhere if you prefer

Cleanup and catch up bookkeeping

Multi year rebuilds for businesses that need a clean starting position rather than another correction layered over the last one. Partial records, a system changed midstream, several people who each kept books differently. All routine.

• QuickBooks Desktop to Online migration, done structurally
• Bank, credit card and loan accounts reconciled to source
• Intercompany and multi entity alignment across the group
• Prior period corrections documented for whoever files the return

Monthly bookkeeping and accounting

A close that lands on a fixed date, with statements written to be read. The routine work that prevents everything else from becoming a project.

• Every bank and credit card account reconciled, every month
• Profit and loss, balance sheet and cash flow statement
• Unusual movement raised in the month it occurs, not at year end
• Year end handed over with working papers already prepared

Payroll, HST, GST and remittances

The category where small errors accumulate into the largest assessments, so it is reconciled rather than assumed.

• Payroll processing with T4, T5 and ROE preparation
• HST and GST filed from figures that trace back to source
• Source deductions agreed to the CRA statement of account
• WSIB and provincial remittances handled on schedule

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
• Coordination with your existing tax advisor where one is in place

CFO and advisory support

For companies past the point where accurate books alone are sufficient.

• Consolidated reporting across entities and holdings
• Budgeting, forecasting and the indicators that actually move the business
• Cash flow strategy and working capital planning
• CRA audit preparation and support if a review letter arrives