Services in Canada

• ✅ 1. Compilation Engagement Services ▸

  • We prepare professional, unaudited financial statements compliant with CPA Canada's CSRS 4200 standards — ideal for GST/HST filings, internal reviews, or bank applications.

  • Our process includes structured templates, digital collaboration tools, and timely delivery to give you reliable financial insight without the audit costs.

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• ✅ 2. Cloud-Integrated Bookkeeping ▸

  • Tailored for Canadian businesses, we manage your day-to-day bookkeeping in QuickBooks Online, Xero, or Sage:

  • Daily transaction entry & bank reconciliation

  • Monthly financial statements and balance sheet reviews

  • Coordination with CPA accountants for year-end prep

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• ✅ 3. Canadian Tax Preparation & CRA Compliance ▸

  • From T1 and T2 filings to GST/HST, payroll deductions (T4 slips), and provincial sales taxes:

  • Preparation & filing across federal and provincial levels

  • CRA notice handling, assessments, and appeals

  • Tax planning for corporate structures, personal wealth, CRA credits

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• ✅ 4. Investment Accounting & Portfolio Reporting ▸

  • For businesses and advisors, we manage comprehensive investment accounting and reporting:

  • Recording equities, bonds, mutual funds, dividends & interest

  • Detailed portfolio valuation, gain/loss tracking, and performance analysis

  • Reconciliation of broker statements and CRA compliance (ASPE/IFRS)

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• ✅ 5. Payroll & Benefits Administration ▸

  • End-to-end payroll solutions suited for Canadian employment regulations:

  • Bi-weekly or monthly payroll processing, deductions, remittances

  • T4, T4A, ROE issuances and year-end reconciliations

  • CPP/EI filings, provincial requirements (e.g., QPP, EI Québec)

• ✅ 6. Month-End & Year-End Close ▸

  • Dedicated financial close support to achieve clean, audit-ready books:

  • Accruals, amortizations, intercompany reconciliations

  • GST/HST and payroll remittances aligned with fiscal periods

  • Assistance with external reviews, audits, or financial statement compilation

• ✅ 7. Advisory & Fractional CFO Services ▸

  • Strategic insights to help Canadian entities grow:

  • Budgeting, forecasting, and cash flow modeling

  • KPI reporting and performance dashboards

  • Business planning, investment impact analysis, profitability studies

• ✅ 8. Onboarding & Process Management ▸

  • A seamless transition experience for new clients:

  • Dedicated Onboarding Specialist for system setup, data migration

  • Training for owners and staff on cloud accounting tools

  • SLA-backed monthly catch-ups, custom dashboards, and priority support

• ✅ 9. Software Integration & Automation ▸

  • Empower your firm with efficient systems and automated workflows:

  • QuickBooks, Xero, Sage migrations and routine upkeep

  • GST/HST and payroll remittance automation setups

  • Integrations via Zapier, Make.com, or in-house scripts