Accounting support

Ongoing work that keeps your records current, your payroll on time and your payments handled.

Bookkeeping

We record and reconcile every transaction in QuickBooks, so month-end and year-end reporting stay on track.

  • Transactions posted in QuickBooks
  • bank reconciliations
  • general ledger and year-end adjustments
  • GST/HST ledgers
  • foreign currency reassessments
  • fixed asset depreciation

What to send: Bank statements, receipts, invoices, and your sales and expense records for the period.

Payroll

We pay your employees correctly, remit their deductions and file their slips on time.

  • Source deduction calculations
  • direct deposits
  • government remittances
  • T4 and ROE slips

What to send: Employee details, pay period, hours or salary amounts, and any changes since the last run.

Cash management

We send your tax and business payments on time, through the right channel.

  • Income tax, GST/HST and payroll payments
  • direct deposits, wire transfers and pre-authorized debits

What to send: Payment amounts, due dates, payee details and your banking instructions.

Tax and filing

Returns, statements and year-end work prepared from the records you send.

Income tax

We prepare and file returns for individuals and corporations.

  • Personal returns (T1), same-day refund available on request
  • corporate returns (T2)

What to send: Tax slips, income and expense records, and last year’s return if you are a new client.

Year-end and financial statements

We close your fiscal year and prepare financial statements that show how the business performed.

  • Trial balance and monthly internal statements
  • financial statements

What to send: Your bookkeeping records, account balances and any year-end documents we ask for.

Setup and administration

Registering a business, keeping its paperwork in order, and the support around it.

Business registration

We register your business or corporation and keep its corporate records up to date.

  • Master Business Licence
  • corporation registration with minute book
  • share ledgers, registers and certificates

What to send: The proposed name, owner and director details, and your instructions.

Mail service

A Canadian business address, with your mail forwarded to you by email.

  • Canadian mailing address
  • electronic mail forwarding

What to send: The business name mail will arrive under, and the email address for forwarding.

Consulting

Business, accounting and office-software questions outside routine bookkeeping.

  • Business and accounting consulting
  • database applications for office and accounting work

What to send: A short description of the task and how your office handles it now.