Services We Offer
Keeping in mind that each Entity and individual has their unique operational and financial requirements, our objective is to provide high-quality, individualized and timely services that align seamlessly with your operational workflow and budget. During our initial consultation, we will assess your targets and collaborate with you to structure a customized service package that meets your financial reporting needs and requirements.
Accounting
From projections and budgeting to financial reporting for stakeholders, our team of CPAs will work with you to ensure that your accounting needs are covered. We prepare monthly, quarterly and annual financial statements, cash projections, budgets and special reports as requested.
For year-end reporting, we prepare:
- Review engagement reports: provides limited assurance that a company’s financial statements are free from material misstatements, without expressing an audit opinion.
- Compilation engagement report: financial statement prepared by a Chartered Professional Accountant that presents information provided by a business in a structured format, without providing assurance on its accuracy.
Tax Compliance
We take care of all your tax compliance needs including corporate tax, personal tax, sales tax (GST/HST and PST), EHT, WCB, etc. as well as assist with CRA audits.
We also process year-end Information Returns such as preparation and filing of T3, T4, T4A T5, T5018, etc. summaries and slips, Partnership returns, and Charity returns.
Fractional Controllership/CFO
Most entities do not need an onsite controller or CFO on a full-time basis. We work with for profit and not–for-profit (NPO) entities and their existing team to run their accounting functions. We work to understand your entity and take responsibility for accurate and reliable financial reporting, efficient processes, and oversight of your day-to-day financial operations.
Full-Cycle Bookkeeping
We know that real-time data is what you need to make informed business decisions. Our team of bookkeeping professionals will provide high quality bookkeeping support so that you have the right information you need when you need it.
Payroll
Knowing that your payroll needs are taken care of, you will have peace of mind that your employees are paid on time and free up your time to focus on growing your business. Payroll becomes a breeze for you and your employees when our team takes over the payroll processing, government remittances, T4s, and ROE filings when needed.
System Conversion
We can assist with evaluating different accounting packages and software that is best suited for your business in order to create efficiencies and allow you to grow your business. We will assist with system conversion and ensure accuracy of your records.
Strategic Corporate Advisory
Leverage our diverse cross-industry experience to secure valuable operational guidance. From Part-Time Controller services providing high-level executive financial oversight to structured guidance when migrating or integrating modern accounting software architectures, we deliver the insight your management team requires.
Important Tax & Filing Deadlines
Stay ahead of corporate and personal compliance timelines with this quick-reference schedule.
| Filing Requirement Category | Deadline Action | Crucial Due Date |
|---|---|---|
| Personal Income Tax Returns | Taxes Filed & Outstanding Balance Remitted | April 30th |
| Self-Employed Individuals | Owed Income Tax Balance Remitted | April 30th |
| Self-Employed GST / HST | Outstanding Tax Net Tax Payable Remitted | April 30th |
| Self-Employed Income Tax Returns | Complete T1 Annual Return Filed | June 15th |
| Self-Employed GST / HST Return | Annual GST / HST Return Filed | June 15th |