Services

Cloud transition

Variable rate depending on complexity and needs.

Cloud transition can consist of a basic transition from current software to QBO (compatible data extraction available).

More complex transitions will consist of a full review of current system and accounting process, new process development, testing, documentation, and training of staff.

Notice to reader financial statements

Year end financial statements prepared based on information provided by you. Some common year end adjustments are expected, such as amortization, and the year end tax entry. This service is often combined with the preparation of the annual T2 Corporate Tax return.

This is also an excellent opportunity to ensure your personal tax planning goals are aligning with your business. We encourage your financial planner to be involved during the NTR and T2 process.

T2 Corporate tax return

Annual tax compliance filing of the T2 Corporate Income tax return. This service is often combined with the Notice to Reader service in order to provide additional tax planning discussions.

External controller/Cfo services

Variable rate depending on complexity and needs.

Ideal for owner-managed businesses who would like to consult on various accounting or finance matters without hiring on a full time employee.

The service can be tailored to your needs and can include, cash flow forecasting, report generating and review, accounting process development or review, process improvements, ratio analysis or needs specific to your company.

monthly or quarterly review

This is a monthly or quarterly service the provides owners with the opportunity to connect with their financial results. We review 2-5 reports together and discuss what the numbers mean. We also review how your results are aligning with the objective you have set for the year.

This is also an excellent opportunity to ensure your personal tax planning goals are aligning with your business. We encourage your financial planner to be involved during the first quarter review and 3rd quarter review.

bookkeeper support

This is a monthly service that provides your bookkeeper with support for more complex transactions, cloud accounting support, or most general accounting/finance related question they they may have.