What's on the ledger
Everything below can be taken on individually or as an ongoing monthly arrangement — most clients start with one service and add others once the books are current.
Bookkeeping
Monthly reconciliation, categorization, and clean books — in QuickBooks Desktop or QBOA, whichever you already use.
HST filing
Return preparation and filing on your reporting period, with remittance amounts tracked so there are no surprises at deadline.
Personal tax (T1)
Individual returns, including self-employment and rental income, filed electronically through CRA EFILE.
Corporate tax (T2)
Corporate returns prepared from your year-end books, coordinated with your financial statements.
Payroll processing
Regular pay runs, remittances, and record-keeping for employees and contractors.
T4 / T4A filing
Year-end slips prepared and filed for employees and contractors, reconciled against payroll records.
Financial statements
Statements prepared for lenders, boards, or your own decision-making — not just for tax time.
QuickBooks setup & cleanup
New file setup or a cleanup of an existing one, as a certified ProAdvisor across both Desktop and QBOA.
Industries this practice is built around
Rather than working across every sector, the practice has depth in a handful — meaning fewer explanations needed on your end.
- Auto dealershipsInventory costing, floor-plan interest, sales commission payroll
- Daycares & childcareSubsidy reconciliation, staff-ratio payroll, seasonal enrollment swings
- Sports organizationsMembership and league dues, volunteer honorariums, facility costs
- Charities & non-profitsDonation receipting, restricted fund tracking, T3010 support
- Rental property ownersPer-property income statements, T776 preparation, HST on new construction
Not sure which of these you need?
Most people don't. Send a short note about your business and current setup, and I'll suggest a starting point.
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