About Our CPA Firm
A Canadian, CPA-led practice delivering fixed-price bookkeeping, compliant payroll, and on-time CRA filings for small and mid-sized businesses, combining rigorous standards with practical technology to provide predictable costs and dependable results.
Fixed-Price Bookkeeping Plans
Transparent monthly packages delivering timely, accurate books tailored to your size, industry, and reporting needs.
Monthly transaction processing
Each month we categorize sales, expenses, payroll journals, and transfers, apply accruals where appropriate, and match vendor bills to payments. We maintain audit trails with source documents attached, ensure consistent coding, and flag anomalies for CPA review before closing your books.
Bank and credit card reconciliations
We connect secure bank feeds, import closing statements, and reconcile balances by identifying duplicates, timing differences, and missing entries. Suspense items are cleared quickly, petty cash is verified, and reconciliation reports are stored with dates, preparer initials, and reviewer sign-off for traceability.
Management reporting cadence
We deliver a monthly close within defined business days, including profit and loss, balance sheet, cash flow, AR and AP aging, and variance commentary. Reports are tailored to lenders, investors, or boards and presented during scheduled calls with prioritized action items and due dates.
Payroll Compliance and Administration
End-to-end payroll setup, processing, and remittances meeting Canadian federal and provincial requirements.
T4, T4A, and RL-1 year-end reporting
We reconcile payroll accounts, validate taxable benefits, and generate T4, T4A, and RL-1 slips with summaries. Deadlines are calendared, electronic copies are delivered to employees, and submissions are e-filed, ensuring accurate CPP, EI, and income tax totals match remittances and records.
Remittances and PD7A management
We monitor CRA remitter type, due dates, and thresholds, prepare PD7A schedules, and remit through My Business Account. Variances are investigated promptly, interest risks are mitigated, and remittance proofs are archived with references to payroll runs to maintain complete, demonstrable compliance history.
Records of Employment and terminations
We prepare Records of Employment through ROE Web with correct codes, validate insurable hours and earnings, and coordinate timing with final pays. Termination calculations reflect statutory minimums, vacation payouts, and deductions, and documentation is issued securely to employees and retained for audit evidence.
CRA Tax Filings
Accurate, on-time filings that minimize risk while optimizing elections and credits.
Contact usGST/HST returns and elections
We assess registration requirements, filing frequency, and place-of-supply rules, reconcile ITCs to vendor invoices, and prepare GST/HST returns for timely e-file. We also advise on quick method eligibility, required elections, and documentation standards to support credits during potential CRA reviews.
Corporate T2 preparation and e-file
We map financial statements to GIFI, adjust for book-to-tax differences, and complete relevant schedules, including loss carryforwards and small business deduction optimization. Returns are reviewed by a CPA, e-filed with confirmations, and accompanied by a tax package outlining strategies and next-year planning opportunities.
T5 slips and dividend planning
We prepare T5 information returns for interest and dividends, reconcile balances to shareholder loan accounts, and track capital dividend account elections if applicable. Filing deadlines are monitored, recipients receive electronic slips, and planning considers integration, safe income, and remuneration mix to meet goals.
Onboarding and Data Migration
Structured steps to clean, migrate, and standardize your accounting data for a reliable start.
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We recreate missing months, correct miscodings, and reconcile bank, credit card, and loan accounts to statements. Historical payroll, sales tax, and intercompany entries are verified, documentation is attached, and a clear audit trail is produced to stabilize the starting point for ongoing service.
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We design a chart of accounts aligned to ASPE reporting and your operational needs, enabling meaningful segmentation by product, location, or channel. Consistent naming, numbering, and mapping support clean consolidations, lender reporting, and faster monthly closes without rework or manual spreadsheets.
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We implement an integrated app stack, such as cloud accounting, receipt capture, payments, and payroll, configured with permissions and approval workflows. Data flows are tested end-to-end, integrations are documented, and staff receive training to ensure adoption, reliability, and measurable time savings.
Technology and Security
Cloud-first tools and strong controls that protect data and streamline workflows.
Industry-Specific Expertise
Workflows, controls, and reporting tailored to your sector’s realities.
Advisory and Forecasting
Insights that strengthen cash, margins, and decision-making.
Documentation standards
We attach receipts and contracts to transactions, use consistent file naming, and maintain organized folders by month and account. Policies define approval thresholds and segregation of duties, ensuring that support exists for every balance and expense category when external parties request evidence.
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CRA correspondence handling
We act under authorization to receive CRA mail, monitor accounts, and respond to information requests promptly. Submissions include reconciliations and documents cross-referenced to ledgers, reducing delays, avoiding reassessments, and providing a clear narrative that supports your filed positions during review.
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Year-end package for external reviewers
We produce a complete year-end binder with trial balance, lead schedules, bank confirmations, legal letters, and tax continuity. Clear notes and tick marks explain adjustments, enabling efficient review or compilation engagements and reducing back-and-forth with your auditors or external accountants.
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Our Services
Fixed-price packages managed by Canadian CPAs, designed for reliability, transparency, and growth.
Fixed-Price Bookkeeping
Monthly categorization, reconciliations, AR/AP management, and a disciplined close within defined business days, with management reports aligned to your KPIs and lender expectations, plus integrated receipt capture for an audit-ready, paperless workflow.
CAD 9–,499 per month, based on transaction volume and complexity
Payroll Management
Setup and processing across provinces, including remittances, ROEs, taxable benefits, and year-end T4/T4A/RL-1 slips, delivered on clear schedules with compliance monitoring and employee self-serve support.
CAD base per month plus per employee per pay run
CRA Tax Filing
Preparation and e-filing of GST/HST returns, T2 corporate income tax with relevant schedules, and T5 investment income slips, with deadline tracking and documentation that supports reviews or inquiries.
CAD 9 per GST/HST return; CAD ,200–,200 per T2 annual return
Free Consultation Process
A simple, structured path to assess fit and define scope at no cost.
Discovery call agenda
We explore your goals, systems, entity structure, and pain points, review sample reports, and align on timelines. You will meet a CPA, discuss scope boundaries, and understand how fixed pricing and service levels translate into predictable, business-friendly outcomes from month one.
Document checklist
You will receive a concise checklist for onboarding, including bank statements, tax account balances, payroll registers, sales platform exports, and legal documents. Providing complete files early shortens setup, reduces questions, and helps us identify immediate quick wins and risk areas.
Tailored proposal and engagement
After the call we deliver a fixed-price proposal detailing scope, deliverables, and timelines, plus any one-time cleanup. Engagement terms reflect CPA standards, confidentiality, and termination rights, and you approve digitally, enabling an efficient kickoff with clear responsibilities and milestones.
Fixed-Price Guarantee
Clear scope, predictable billing, and defined service levels you can rely on.
Scope definition and change control
We document included tasks, expected volumes, and assumptions upfront, and outline out-of-scope items with rates only if complexity changes. Formal change requests are agreed before work begins, protecting budgets and preventing surprises when transactions, entities, or compliance requirements evolve.
Response times and service levels
We publish service levels for email response, month-end close timing, payroll cutoffs, and tax filings. Urgent issues have escalation paths, holidays are covered, and status dashboards provide visibility, ensuring stakeholders know who is responsible and when outputs will be delivered.
No-surprise billing and renewals
Invoices align to your chosen cadence, include clear descriptions, and reflect the fixed price agreed. Annual reviews confirm scope and fees for renewal, and any ad hoc services are separately quoted and pre-approved before scheduling to maintain full transparency and control.
Multi-Province and Cross-Border
Navigate provincial differences and international obligations with confidence.
Quebec considerations and QST
We handle QST registration, returns, and harmonization differences with GST/HST, coordinate RL slips where applicable, and navigate Quebec Revenue Agency online services. We reconcile tax collected to platforms, maintain documentation for exemptions, and plan workflows that respect bilingual forms and distinct deadlines.
Interprovincial payroll rules
We apply province-specific rules for vacation pay, statutory holidays, health taxes, and workers compensation. Provincial registrations and remittances are maintained, rate changes are tracked, and employee profiles reflect work location and jurisdiction, preventing underpayments, penalties, and disputes across distributed teams.
US sales tax nexus for Canadian sellers
We evaluate economic thresholds and marketplace facilitator rules, configure product taxability, and implement collection for states where nexus exists. Reconciliation processes align platform reports to filings, reducing risk while preserving accurate revenue recognition under Canadian standards and avoiding double taxation surprises.
Client Success and Support
A proactive partnership with clear communication and continuous improvement.
- Dedicated CPA oversight A designated CPA oversees your account, reviews reconciliations and adjustments, and ensures accounting policies are applied consistently. Checklists, close memos, and peer reviews create reliability, while recommendations are prioritized to deliver measurable improvements within your agreed budget and timeline.
- Monthly check-ins We host monthly review calls to walk through financials, explain variances, and agree on next steps. Open issues are tracked to resolution, responsibilities are assigned, and follow-up notes are shared, keeping momentum and accountability across owners, managers, and our service team.
- Training for your team We provide practical training sessions covering receipt capture, approvals, coding conventions, and dashboard navigation. Short tutorials and checklists support adoption, while documented workflows reduce onboarding time for new staff and prevent knowledge gaps that disrupt accurate, timely financial operations.