On Demand

Year-End Tax Filing (T2)

Compilation/Notice to Reader

Incorporation & CRA Setup

Bookkeeping Catch-Up or Clean-Up

HST Filing and Setup

Inventory System Setup and Workflow Design

Payroll Setup

Accounting Process Design and Documentation

Budgeting and Forecasting

CRA Audit Support

Corporate Structure and Governance Setup

SR&ED Filing Support

Financial System Implementation

KPI Dashboard Build

Corporate tax return preparation, including year-end adjusting entries, trial balance review, and tax planning support.

Preparation of formal year-end financial statements (non-audited) for lenders, internal use, or investors, following ASPE or IFRS standards.

Business structure consultation, registration filing, and setup of CRA accounts (BN, HST, payroll).

Reconciliation of historical transactions, correction of prior year books, and financial statement preparation.

Setup of HST account with CRA, filing of outstanding returns, and input/output tax review.

Implementation or cleanup of inventory tracking systems, SKU structure, cost allocation methods, and process mapping for purchasing, fulfillment, and stock reconciliation. Ideal for e-commerce, retail, and product-based businesses.

Setup of payroll system, CRA registration, onboarding process, and training. Includes up to 10 employees.

End-to-end setup of your accounting workflows (AP, AR, payroll, month-end close), including internal controls, approval workflows, and SOPs tailored to your business.

Development of short and long-term budgets, including scenario-based forecasting models.

Representation and preparation for CRA audits, reviews, or requests for information related to filings.

End-to-end setup of your accounting workflows (AP, AR, payroll, month-end close), including internal controls, approval workflows, and SOPs tailored to your business.

Documentation, claim preparation, and coordination with technical teams for Scientific Research and Experimental Development tax credits.

Selection, setup, and training for accounting or ERP software (e.g., QuickBooks Online, Xero, or Wave).

Design and implementation of a custom financial dashboard tailored to your business goals and metrics.

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