Next CRA deadline: T1 personal returns · April 30
Next CRA deadline: T1 personal returns · April 30
Bookkeeping, tax and payroll for Canadian owner-managed businesses. Fixed scope, a fixed monthly fee, and every filing date tracked so you are never the one remembering them.
Free 20-minute call · No obligation
Free 20-minute call · No obligation
Owner-managed & professional corporations
QuickBooks Online · Xero · Dext
Fixed, agreed in writing first
Everything a small practice needs.
Nothing it doesn’t.
Everything a small practice needs.
Nothing it doesn’t.
Six engagements, each scoped in writing before it starts — so you know what is included, what it costs, and who is responsible for it.
Bookkeeping & monthly close
Bookkeeping & monthly close
Reconciled accounts, a proper month-end close, and a plain-English report you will actually read.
Year-end statements and T2 filing, with planning done before year-end, not after.
T1 returns for owners, families and sole proprietors, filed with every credit and deduction you are entitled to.
T1 returns for owners, families and sole proprietors, filed with every credit and deduction you are entitled to.
Registration, filing and CRA correspondence handled on your schedule: monthly, quarterly or annual.
Registration, filing and CRA correspondence handled on your schedule: monthly, quarterly or annual.
Run-by-run payroll, source deductions and year-end slips, remitted to the CRA on time.
Run-by-run payroll, source deductions and year-end slips, remitted to the CRA on time.
Cash-flow forecasts, salary-versus-dividend mix, and the numbers behind the next decision.
Most clients combine bookkeeping, a year-end and payroll.
Tell us your structure and year-end. We will say plainly what is required and what is optional.
You will always know
what happens next.
You will always know
what happens next.
You will always know
what happens next.
Most firms leave clients guessing between January and April. This is the whole process, written down before you sign anything.
Twenty minutes on your structure, your year-end, and what is currently breaking.
Twenty minutes on your structure, your year-end, and what is currently breaking.
A written engagement letter with scope, fee and responsibilities. No hourly surprises.
A written engagement letter with scope, fee and responsibilities. No hourly surprises.
We take over the books, build your filing calendar and sort access within two weeks.
We take over the books, build your filing calendar and sort access within two weeks.
Monthly close, quarterly filings, year-end planning in month ten. No surprises.
Monthly close, quarterly filings, year-end planning in month ten. No surprises.
Discovery call
Twenty minutes on your structure, your year-end, and what is currently breaking.
Fixed quote
A written engagement letter with scope, fee and responsibilities. No hourly surprises.
Onboarding
We take over the books, build your filing calendar and sort access within two weeks.
The cadence
Monthly close, quarterly filings, year-end planning in month ten. No surprises.
The dates we track
on your behalf.
The dates we track
on your behalf.
The CRA deadlines that affect most Canadian small businesses. Clients get their own calendar, built around their own fiscal year-end.
Common CRA deadlines — general reference
Common CRA deadlines — general reference
Where we do
our best work.
Where we do
our best work.
The bookkeeping is similar everywhere. The judgement calls are not.
Professional corporations
Medical, dental, legal and consulting practices, including compensation planning.
Holdbacks, progress billing, subcontractor records and T5018 reporting.
Restaurants & hospitality
Tip reporting, high-volume reconciliation and tight margin tracking.
Rental portfolios, holding companies, capital-versus-expense decisions.
Not-for-profit & charities
T3010 returns, restricted funds and HST rebate claims.
Inventory, multi-channel sales and sales tax across provinces.
The same person,
every month.
The same person,
every month.
The same person,
every month.
No call centre, no rotating junior staff. The person who scopes your engagement is the person who signs your return.
CPA, CA · Founding partner
CPA, CA · Founding partner
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
Years in practice, previous firms, designations and the work they personally handle.
CPA, CA · Founding partner
Partner name
Years in practice, previous firms, designations and the work they personally handle.
Partner name
Years in practice, previous firms, designations and the work they personally handle.
Manager name
Years in practice, previous firms, designations and the work they personally handle.
Replace this with a real, approved client quote. One specific sentence about a problem you solved outperforms five general compliments.
Client name · Company · City
Client name · Company · City
Twenty minutes.
Then you’ll know where you stand.
Twenty minutes.
Then you’ll know where you stand.
Twenty minutes.
Then you’ll know where you stand.
Bring your year-end date and last statements. You leave with a clear view of what needs to happen and what it costs — whether or not you engage us.
