How It Works

Full-time accounting for a fraction of the price.

We handle your bookkeeping, accounting, and year-end tax filing.

Getting Started

Getting started

1

Tell us about your business

Fill out the contact form and tell us a little about your business. We'll reach out to schedule a call to talk more about working together.

2

Engagement letter

After reviewing, we'll send you an engagement letter containing the details of your chosen service, a contract, and an invoice.

3

We get to work

Once everything is signed and paid for, we start delivering the agreed-upon services.

The Process

How it all works

1

Information Collection

We request all documents relevant to getting started on your file: Articles of Incorporation, prior year financials, bank statements, credit card statements, invoices, and receipts. A secure Google Drive link is provided for uploads, and all files are removed from storage after the work is completed.

2

Analyze Information

QuickBooks Online / Wave setup, bank transaction posting, bank reconciliation, credit card reconciliation, receivables/payables reconciliation, shareholder account review, general ledger entries, GST/HST review, and trial balance.

3

Financial Reports Generated

Balance Sheet, Profit & Loss, Retained Earnings, Accounts Payable/Receivable Aging, Trial Balance, General Ledger, GST/HST report, Cash Flow Statement, and monthly/quarterly reporting packages.

4

Filing

After reports are reviewed and accuracy is ensured, we use them for year-end tax filings: Corporate Tax T2, GST/HST, Payroll T4/T4A, Dividends T5, specialty forms, and CRA audit support.

Take your accounting to the next level.

Book a call with our qualified experts.

Book a Free Intro Call