FREQUENTLY ASKED QUESTIONS

Personal income tax return starts at CAD100. GST/HST applicable.

• We make sure that when we take on a client we work through areas where the tax owed can be reduced. 
• Tax slips and notices (T4, T4A,T5, T3, T5013, T5008, etc) applicable to your personal situation.
• Self-employment business income and expenses 
• Other income and expenses (rental income, sale of real estate, sale of securities)
• Alimony, child support
• Deductions and credits  (medical expenses, donations, RRSP contributions, tuition fees, child care expenses, moving expenses, etc) 
• Please refer to our RESOURCE Page for a Personal Tax Intake Form with a list of all documents required to file your return.

Monthly bookkeeping services start at CAD250 (plus GST/HST) per month. The fees are based on the number of transactions per month and their complexity. Please refer to our Pricing Page  for a full services package. 

Should your business require a custom package, please contact us at your convenience.

Payroll services start at CAD150 (plus GST/HST) for under 10 employees per month.

Should you require a custom package, please contact us.

Our bookkeeping is predominantly digital as it reduces the time of processing accounting information and provides you with an opportunity to save greatly on your bookkeeping cost. 

We either connect our accounting software with your bank  for automatic uploads or you provide us with an excel file downloaded from your bank account at the end of the month, depends on your preferences. Same with credit cards transactions.  We collect information on your streams of revenue, AR and AP listing as of the end of the reporting period, balance your revenue and expense accounts, intercompany accounts, file taxes and information returns with Regulatory Agencies (CRA, Ministry of Finance, WSIB, IRS, USA State sales taxes, etc.).  We do serve companies with several companies in one business structure (including USA based corporations).

We use Quickbooks online for bookkeeping purposes.

• Subscription for any software we use on your behalf is included in your monthly fee.
• Quickbooks Online software is synced with your bank and credit card accounts for automatic information uploads. Our staff would NOT have direct access to your bank accounts. Quickbooks uses only the feeds on transactions sent automatically to the software by your bank. 
• Your financial information is handled with the utmost confidentiality and protected by robust security measures.

The CFO level services emphasis on advice and monitoring results. With these services  we'll build the platform which enables you to 'own' rather than 'run' your business. We'll help you to define what you really want from your business: the numbers that really matters to you.

• Improve Financial Reporting
• Implement KPI Reporting
• Increase Profits
• Improve Cash Flow
• Tighten up Compliance
• Optimise Tax
• Improve Systems and Controls