Services
Bookkeeping Services
- Enter bills, invoices, and payroll reports accurately into the accounting system.
- Categorize transactions to provide a clear financial overview.
- Monitor and track expenses for accurate financial records.
- Process payroll reports, including taxes and employee compensations.
- Reconcile bank and credit card statements with recorded transactions.
- Conduct a comprehensive review of all bookkeeping entries for accuracy.
- Identify discrepancies, missing information, or queries.
- Communicate with the client about queries and missing documents.
- Promptly address client queries and update the records accordingly.
- Perform a final review to ensure completeness and accuracy.
- Send a detailed email to the client summarizing updates and resolutions.
- Obtain client confirmation and approval of the updated information.
- Reconcile bank and credit card statements once again for accuracy.
- Document the entire process and archive relevant information for future reference.
GST/HST Services
- GST/HST Filing: Timely and accurate filing of Goods and Services Tax/Harmonized Sales Tax.
- Sales Tax Compliance: Ensuring compliance with sales tax regulations for the client’s business.
- Consultation Services: Offering consultation on GST/HST and sales tax matters for clarity and guidance.
- Record-Keeping Solutions: Providing efficient solutions for record-keeping related to tax transactions.
- Tax Planning: Developing strategies for effective tax planning and optimization.
- Audit Support: Assisting in audit processes related to GST/HST and sales tax.
- Technology Integration: Utilizing technology for streamlined and modern tax management solutions.
- Client Education: Educating clients about changes in tax laws and their implications.
Payroll Services
- Pay your employees using Direct Deposit.
- Payroll for salaried, hourly, or commission-based staff
- Prepare T4 slips for employees.
- WSIB & Employer Health Tax (EHT) Filings
- Utilize Cloud Software For Tracking Vacation Days.
- Eliminate the complexities of tax calculations, deductions, and employee benefits.
- Online portal employees can access their payslips and tax slips (T4).
- Record of Employment (ROE) preparation and submission, Vacation pay and Statutory pay calculations
- Filing T4s with CRA
- Remunaration payments to the CRA (based on your registered interval).
Accounts Payable
- Invoice Processing: Efficiently handle the reception, review, and processing of invoices from vendors.
- Vendor Management: Maintain accurate records of vendor information, including contact details and payment terms.
- Payment Processing: Initiate and manage payment processes, utilizing various methods such as checks, electronic transfers, and others.
- Cash Flow Management: Strategically schedule payments to optimize overall cash flow for the company.
- Technology Integration: Implement and leverage accounting software or ERP systems to streamline and automate accounts payable processes.
Accounts Receivable
- Invoicing: Generate and send invoices promptly for goods or services provided to customers.
- Payment Processing: Record and process customer payments through various channels, ensuring accuracy and timeliness.
- Collections: Follow up with customers on overdue payments, negotiate arrangements, and manage collections.
- Reconciliation: Regularly reconcile customer accounts, resolving discrepancies to maintain accurate financial records.
- Credit Management: Evaluate and manage credit terms for customers to minimize the risk of late or non-payment.
Tax Services-Empowering Your Finances: Seamless Tax Solutions Tailored for Your Success!
Canada Tax
- T1 Personal Tax Returns : Expert preparation and filing of personal tax returns for individuals.
- T2 Corporate Tax Returns: Specialized services for accurate preparation and filing of corporate tax returns.
- T3 Trust Tax Returns : Handling trust tax returns, ensuring compliance with T3 regulations.
- Tax Planning Strategies: Tailoring strategies to optimize tax positions for individuals and corporations.
- Record-Keeping Solutions : Providing efficient solutions for record-keeping related to tax transactions.
- Year-Round Support : Offering ongoing support for tax-related inquiries and guidance.
- Audit Representation : Expert representation during tax audits for T1, T2, and T3 filings.
- Technology Integration: Utilizing technology for streamlined and modern tax management solutions.
US Tax
- 1040 Individual Tax Returns: Expert preparation and filing of individual tax returns for clients.
- 1065 Partnership Tax Returns: Specialized services for accurate preparation and filing of partnership tax returns.
- 1120S S Corporation Tax Returns: Handling of S Corporation tax returns with precision and compliance
- 1120 Corporate Tax Returns: Comprehensive services for accurate preparation and filing of corporate tax returns.
- State Tax Returns: In-depth support and knowledge for various state tax return requirements.
- Tax Planning and Optimization: Tailored strategies to optimize tax positions at federal and state levels
- Year-Round Support: Providing ongoing support for tax-related inquiries and guidance.
- Audit Representation and Technology Solutions: Expert representation during audits and leveraging technology for efficient tax management.
Bookkeeping Review Services
- Balance Sheet Items Review: Ensure the precision and valuation of assets, liabilities, and equity to provide an accurate portrayal of the company’s financial standing.
- Profit and Loss Items Review: Conduct an analysis of income and expenses to verify proper revenue recognition, expense categorization, and precise financial reporting.
- Payroll Review: Examine payroll records meticulously to ensure accuracy in employee compensation, benefits, tax withholdings, and compliance with labor laws.
- GST/HST/Sales Tax Review: Validate the accuracy of sales tax transactions, ensuring precise calculations, thorough documentation, and compliance with relevant tax laws.
- Accounts Payables/Receivables Review: Verify the accurate recording of obligations to suppliers (accounts payables) and amounts owed by customers (accounts receivables), including validation of outstanding balances.
Audit Services
- Federal Tax Audit: Examine financial records to ensure compliance with federal tax regulations and guarantee accurate reporting.
- State Tax Audit: Inspect financial records to verify adherence to state tax regulations and ensure the accuracy of reported state taxes.
- Payroll Audit: Thoroughly review payroll records to ensure precision in employee compensation, benefits, and compliance with tax and labor laws.
- GST/HST/Sales Tax Audit: Validate the accuracy of sales tax transactions, ensuring compliance with GST/HST and sales tax regulations.
- Unemployment Tax Audit: Conduct a review of financial records to ensure compliance with unemployment tax regulations and accuracy in reporting.
Advisory Services
- Comprehensive Business Consulting: Strategic guidance on business operations, financial planning, and growth strategies.
- Efficient Bookkeeping Services: Accurate and organized bookkeeping to maintain clear and up-to-date financial records.
- Professional Accounting Services: Expert solutions for comprehensive accounting needs, ensuring financial transparency.
- Tailored Canadian Tax Solutions: Specialized services for T1, T2, and T3 tax returns catering to Canadian clients.
- Robust USA Tax Services: Expert preparation and filing of 1040, 1065, and 1120 series tax returns for US clients.
- Precise State Tax Compliance: In-depth support and adherence to various state tax return requirements in both countries.
- Strategic Business Consulting: Holistic guidance on business strategies, operations, and financial planning.
- Trustworthy Financial Advisory: Trustworthy advice and support for financial planning, ensuring compliance and efficiency.
Excel Services
- Excel Automation Services: Streamline and automate business processes using advanced Excel automation techniques, enhancing operational efficiency.
- Data Visualization in Excel: Transform raw data into meaningful insights through sophisticated data visualization methods within Excel, facilitating informed decision-making.
- User-Friendly Excel Interfaces : Design intuitive and user-friendly Excel interfaces for seamless navigation and enhanced user experience.
- Custom Excel Add-Ins Development : Develop personalized Excel Add-Ins to extend functionality and cater to specific business requirements, ensuring a tailored approach.
- Excel Programming and Development : Harness the power of Excel programming for the development of customized solutions, addressing unique business challenges effectively.
- Detailed Excel Worksheets : Craft detailed and comprehensive Excel worksheets with meticulous attention to detail, ensuring accuracy and reliability in data representation.
- Quality Excel Solutions : Deliver high-quality Excel solutions that adhere to industry standards, emphasizing precision and reliability.
- Experienced Expertise with Secure Workflow : Utilize the rich experience of Excel experts to implement a secure workflow, prioritizing data integrity and confidentiality throughout the development process.