SERVICESIt's important for you to be able to know and understand the operations of your business and its finances... both for your financial health today, and especially for the future, when looking at how to budget and where your growth will come from. Here are the Services we offer to help you do this...
GUIDED BOOKKEEPING...
Guided Bookkeeping packages are tailored with clients to meet the requirements of the CRA and the client while giving more hands on control to the client. This is for those that prefer doing the day-to-day reporting and expense tracking themselves. We guide and teach techniques to do this in an efficient way, while overseeing things to ensure all requirements met. This is recommended for (but not limited to) people doing freelance work, small businesses and new entrepreneurs.
Guided Bookkeeping packages are tailored with clients to meet the requirements of the CRA and the client while giving more hands on control to the client. This is for those that prefer doing the day-to-day reporting and expense tracking themselves. We guide and teach techniques to do this in an efficient way, while overseeing things to ensure all requirements met. This is recommended for (but not limited to) people doing freelance work, small businesses and new entrepreneurs.
FULL-SERVICE BOOKKEEPING...
Full Service packages are planned with each client to allow them to focus on their business, while having accounting information within view and the comfort of knowing that all tax requirements and deadlines are met. This package includes tracking invoices and expenses, reconciling of accounts, consulting, and reporting.
Full Service packages are planned with each client to allow them to focus on their business, while having accounting information within view and the comfort of knowing that all tax requirements and deadlines are met. This package includes tracking invoices and expenses, reconciling of accounts, consulting, and reporting.
EXECUTIVE SERVICE BOOKKEEPING & ACCOUNTING...
Executive Services gives you the freedom of having a full service accounting department available to you remotely. Additional services offered here are invoicing, direct bank access bill payments, and email management.
Executive Services gives you the freedom of having a full service accounting department available to you remotely. Additional services offered here are invoicing, direct bank access bill payments, and email management.
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SYSTEMS...We track the life of each dollar. How it came into the business, and where it went from there, while adhering to tax requirements and meeting required deadlines. We do this by setting up systems unique to each client, enabling them to operate their business in the most efficient way to meet their goals. Here are the systems we offer...
BOOKKEEPING...
Based on client operations we report how income is received and how and where those funds are disbursed. We ensure that income and expenses are then confirmed by reconciling all bank accounts. Then ensuring that all tax requirements are met and remitted.
Based on client operations we report how income is received and how and where those funds are disbursed. We ensure that income and expenses are then confirmed by reconciling all bank accounts. Then ensuring that all tax requirements are met and remitted.
SETUP OF BOOKS...
Working closely with clients, we discuss needs, requirements and goals. We work together to understand your unique business. Then we advise on operating systems to ensure efficiency and ease of daily behaviours.
Working closely with clients, we discuss needs, requirements and goals. We work together to understand your unique business. Then we advise on operating systems to ensure efficiency and ease of daily behaviours.
ACCOUNTS PAYABLE...
We track and disburse expenses that require payment and show if or when they were paid and how they were paid. We provide supporting documentation to ensure owners are aware of what is owed and to whom.
We track and disburse expenses that require payment and show if or when they were paid and how they were paid. We provide supporting documentation to ensure owners are aware of what is owed and to whom.
ACCOUNTS RECEIVABLE...
We track all income that has been invoiced, including how it was paid and where it was deposited, providing supporting documentation to ensure owners know who owes them, how much is owed and when they can expect payment.
We track all income that has been invoiced, including how it was paid and where it was deposited, providing supporting documentation to ensure owners know who owes them, how much is owed and when they can expect payment.
PAYROLL...
We provide full service payroll for all levels of business; salaried, hourly, commission and bonus. This includes providing payment information, to staff and the government, within deadlines. We provide reporting, paying and reconciling services to ensure all requirements are met. Including payment stubs, PD7A reporting, ROEs, T4s and T4 Summaries.
We provide full service payroll for all levels of business; salaried, hourly, commission and bonus. This includes providing payment information, to staff and the government, within deadlines. We provide reporting, paying and reconciling services to ensure all requirements are met. Including payment stubs, PD7A reporting, ROEs, T4s and T4 Summaries.
BUSINESS TAX PREPARATION...
All tax reporting, remitting and reconciling is included and offered. We are able to advise and carry out information regarding federal and/or provincial taxes. i.e. HST, GST, PST, Employee, Corporate Tax, Personal Tax.
All tax reporting, remitting and reconciling is included and offered. We are able to advise and carry out information regarding federal and/or provincial taxes. i.e. HST, GST, PST, Employee, Corporate Tax, Personal Tax.
YEAR-END & CORPORATE SERVICES
Books are prepared and maintained as required to meet Corporate accounting rules and regulations. A formal year-end package is provided to the business owner after the year-end is finalized.
Books are prepared and maintained as required to meet Corporate accounting rules and regulations. A formal year-end package is provided to the business owner after the year-end is finalized.
CONSULTING & SUPPORT...
Meetings or calls can be arranged for consulting, brainstorming, reviewing and planning. Meetings are based on historical financial information with the intent of achieving future goals.
Meetings or calls can be arranged for consulting, brainstorming, reviewing and planning. Meetings are based on historical financial information with the intent of achieving future goals.
BUDGETS...
Annual budget guidelines can be prepared based on previous behaviour and plans for the future. This is followed up with analysis of 'Budget vs Actual' reports.
Annual budget guidelines can be prepared based on previous behaviour and plans for the future. This is followed up with analysis of 'Budget vs Actual' reports.
REPORTS...
Reports are a great tool for analysis and knowledge of how to proceed. A schedule of reporting is arranged for the set-up and reviewed as the working relationship grows. Some reports offered are: Income Statement, Balance Sheet, Income Comparison to Previous Year, Budget vs Actual, Payroll Reports.
Reports are a great tool for analysis and knowledge of how to proceed. A schedule of reporting is arranged for the set-up and reviewed as the working relationship grows. Some reports offered are: Income Statement, Balance Sheet, Income Comparison to Previous Year, Budget vs Actual, Payroll Reports.
MANAGEMENT MEETING AND REVIEW...
Regularly scheduled meetings can be set up to review and assess issues, historical information, and goal setting.
Regularly scheduled meetings can be set up to review and assess issues, historical information, and goal setting.
CLEAN-UP WORK...
Being behind on taxes can be an extremely stressful situation. We will work with you to clean-up back taxes. We provide a 'Getting Caught-up Service' unique to you and your situation. Having historical taxes up-to-date enablesclients to take advantage of all tax credits that may be offered to them. We will report your income and expenses for tax reporting and will offer guidance for future planning.
Being behind on taxes can be an extremely stressful situation. We will work with you to clean-up back taxes. We provide a 'Getting Caught-up Service' unique to you and your situation. Having historical taxes up-to-date enablesclients to take advantage of all tax credits that may be offered to them. We will report your income and expenses for tax reporting and will offer guidance for future planning.
EMAIL SUPPORT...
We can oversee and tend to an email account for accounting related emails. Regular email questions and communications are available for regular support.
We can oversee and tend to an email account for accounting related emails. Regular email questions and communications are available for regular support.
AUDIT PREPARATION & ANALYSIS...
Being assessed and or audited can be very stressful. We will act as the go-between to represent your accounting process in an orderly fashion and for easy analysis as required by the auditor.
Being assessed and or audited can be very stressful. We will act as the go-between to represent your accounting process in an orderly fashion and for easy analysis as required by the auditor.
INCOME TAX PREPARATION...
Some of the T1 Income Tax Services offered are: Personal Income Taxes, Small Business, Rental Income, Family Taxes
Some of the T1 Income Tax Services offered are: Personal Income Taxes, Small Business, Rental Income, Family Taxes
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