The bookkeeping is similar everywhere. The judgement calls are not. These are the files we see most often and the specific issues each one brings.
Professional corporations
Professional corporations
Professional corporations
Medical, dental, legal and consulting practices, where the technical work is straightforward but compensation planning and corporate structure carry most of the value.
Salary and dividend mix across the household
Salary and dividend mix across the household
Corporate class investments and retained earnings
Corporate class investments and retained earnings
Professional body and licensing requirements
Professional body and licensing requirements
Associate and partner compensation structures
Associate and partner compensation structures
Contractors and trades, where revenue recognition and holdbacks distort the picture if they are handled casually, and subcontractor records attract CRA attention.
Holdbacks and progress billing treatment
Holdbacks and progress billing treatment
Subcontractor versus employee classification
Subcontractor versus employee classification
T5018 contract payment reporting
T5018 contract payment reporting
WSIB premiums and clearance certificates
WSIB premiums and clearance certificates
Restaurants & hospitality
Restaurants & hospitality
Restaurants & hospitality
High transaction volume, thin margins and payroll complexity, where a week of missed reconciliation compounds quickly into a month of untangling.
Point-of-sale integration and daily reconciliation
Point-of-sale integration and daily reconciliation
Tip reporting and payroll treatment
Tip reporting and payroll treatment
Food and beverage cost percentages
Food and beverage cost percentages
Multi-location consolidation
Multi-location consolidation
Rental portfolios and holding companies, where the capital-versus-expense decision and the structure you hold property in drive the long-term tax result.
Capital versus current expense decisions
Capital versus current expense decisions
Capital cost allowance strategy by property
Capital cost allowance strategy by property
Holding company and trust structures
Holding company and trust structures
GST/HST on new construction and substantial renovation
GST/HST on new construction and substantial renovation
Not-for-profit & charities
Not-for-profit & charities
Not-for-profit & charities
Registered charities and non-profits, where the reporting obligations are unforgiving and the consequences of a late return reach further than a penalty.
T3010 registered charity information return
T3010 registered charity information return
Restricted and endowment fund tracking
Restricted and endowment fund tracking
Public service body HST rebate claims
Public service body HST rebate claims
Board and funder reporting packages
Board and funder reporting packages
Multi-channel sellers, where inventory accuracy and sales tax across provinces and platforms are the two things most likely to be quietly wrong.
Inventory valuation and cost of goods sold
Inventory valuation and cost of goods sold
Sales tax across provinces and marketplaces
Sales tax across provinces and marketplaces
Platform fee and payout reconciliation
Platform fee and payout reconciliation
Returns, chargebacks and shrinkage
Returns, chargebacks and shrinkage
Your industry
not listed here?
Your industry
not listed here?
Your industry
not listed here?
The list above is where we do the most work, not the limit of it. Tell us what you do and we will say honestly whether we are the right firm for it.
Salary and dividend mix across the household
Corporate class investments and retained earnings
Professional body and licensing requirements
Associate and partner compensation structures
Holdbacks and progress billing treatment
Subcontractor versus employee classification
T5018 contract payment reporting
WSIB premiums and clearance certificates
Point-of-sale integration and daily reconciliation
Tip reporting and payroll treatment
Food and beverage cost percentages
Multi-location consolidation
Capital versus current expense decisions
Capital cost allowance strategy by property
Holding company and trust structures
GST/HST on new construction and substantial renovation
T3010 registered charity information return
Restricted and endowment fund tracking
Public service body HST rebate claims
Board and funder reporting packages
Inventory valuation and cost of goods sold
Sales tax across provinces and marketplaces
Platform fee and payout reconciliation
Returns, chargebacks and shrinkage