How It Works
We find it's helpful for our clients to see and understand how we work.
We’ll first sit down for a call or in-person meeting to get to know you and your business, and what you want to achieve with us. It’s a relatively laid back affair.
After we meet and you decide that you want to move forward with us, we will set the wheels in motion. Depending on what you want from us, we’ll set you up with either an accounting system all the way to just asking for business advice.
KEEPING YOU INFORMED
Once we get all the information and the ball rolling on everything, we will keep you informed on where we are in the process, if we need anything else from you, and how long it’ll take to get to the desired destination.
Behind every successful business is a great bookkeeper that keeps the books in shape. After all, how can you make sound business forecasts without knowing where you currently stand?
In-house Bookkeeping: A lot of our clients do their own bookkeeping or has someone internally that looks after their books. That is not a problem at all. If you have any questions for us, we’d be more than happy to throw a few tips your way and make sure everything is up to date.
Outsource Bookkeeping: If you want monthly or weekly bookkeeping, we have you covered (most clients prefer monthly). We jump right into your books and reconciling your transactions. If we have any questions or are missing some documents, we’ll let you know.
Filing Sales Tax: we can help file your sales tax once we have your bookkeeping up to speed and can let you know how much to pay and how. You’ll have plenty of notice before hand so it won’t be a surprise.
Year-end: If you just come to us looking for someone to do your bookkeeping services because you already have an accountant that completes your year-end filing, that’s great. We’ll contact your accountant when year-end time comes so they can have all the information.
Corporate Year-end Package: As a licensed CPA firm, we can file your corporate tax return (T2) and complete your financial statements (“Notice to Reader”). We consider both your personal and corporate situation to make sure they are both efficient. If your tax situation is complex, that’s great! We love nothing more then sinking our teeth into complicated situation.
Estates and Trusts: Having a well respected CPA firm file your trust or estate returns is important. They’re a lot be of different rules and laws that you need to be sure you are following when dealing with these things, especially as tax laws are constantly changing. We stay up to date on tax law and will keep you in tune as well. Have an estate or trust planning question? Reach out!
Tax Advisory: If you need any type of business advice, you need to talk to an accountant. We deal with a lot on advising businesses on proper structure, transactions, and personal situations. Being compliant with the law in of the utmost importance while helping you with your tax obligations.