Catch-Up & Cleanup Work
Behind on your books? We’ve got you.
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Many businesses and NPOs fall behind, especially during growth.
We specialize in restoring neglected records, cleaning up historical issues, and filing overdue government remittances.
Once you’re up to date, we put a modern, cost-effective system in place to keep you organized going forward.
Bookkeeping Migrations
Future-proof your accounting. Move to the cloud with confidence.
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Whether your books live in desktop software, spreadsheets, paper files, or a legacy system, we help you make a clean and smooth transition.
We provide full cloud conversions and complete setup for QuickBooks Online and Xero, including workflow design, chart-of-accounts cleanup, app integration, and team training.
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You’ll walk away with:
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A fully optimized cloud setup
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Automated workflows
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Faster month-end cycles
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Better reporting and full visibility
Full Bookkeeping Setup
Build a modern, scalable financial foundation from day one.
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Whether you’re starting fresh, restructuring your accounting system, or expanding into Canada or the U.S., we design a complete bookkeeping environment tailored to your operations.
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This service includes:
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Custom Chart of Accounts setup (NPOs and corporations)
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Workflow design for billing, AP, AR, payroll, and month-end
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App integrations (Dext, Plooto, Wagepoint, etc.)
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Internal controls and document management systems
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Financial reporting structure for CFO-level clarity
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Team training and onboarding
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A strong setup maximizes ROI for years, reducing errors, improving compliance, and enabling better decision-making.
Month-End Bookkeeping
We manage your recurring bookkeeping and month-end close cycle so your leadership team always has reliable financial information.
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Includes:
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Bank, credit card, and payroll reconciliations
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Accruals and adjustments
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Monthly financial statements
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Expense classification and review
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HST/GST prep and tracking (Canada)
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Sales tax prep for U.S. states (where applicable)
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A clean month-end fuels your tax planning, KPI reporting, and strategic decisions.
HST/GST & Sales Tax Services
Stay compliant and never worry about falling behind.
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For Canadian entities, we handle all aspects of HST/GST setup, preparation, and filing.
For U.S. entities, we support sales tax tracking and compliance across applicable states.
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Includes:
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HST/GST filing and remittance
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Sales tax mapping and configuration
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Registration support
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Monthly or quarterly filing
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CRA/IRS/state-level correspondence support
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Audit preparation and assistance
Personal Tax (T1 Returns)
Simple to complex - personal tax done right.
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We prepare and electronically file a wide range of personal tax returns, from straightforward employment income to more complex situations involving self-employment, rental properties, investments, or multiple income sources.
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You’ll receive a personalized tax checklist so nothing is missed and every allowable deduction is optimized.
Corporate Tax (T2 Returns)
Full corporate tax compliance and support for your growing business.
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Corporate tax can be complex, especially for service-based organizations with multiple reporting requirements.
We electronically prepare and file your T2 return and act as your representative with the CRA, handling all correspondence so you can stay focused on running your business.
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Our corporate tax support includes:
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T2 preparation and filing
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Adjustments & amended returns
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Corporate tax planning considerations
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HST/GST reporting alignment
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CRA inquiry support
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T5 Dividend & Investment Slip Preparation
