Bank feeds pile up and the ‘ask my accountant’ account keeps growing.
Receipts and bills arrive late, so books stay half-finished every month.
GST/HST returns get prepared from figures nobody has tied back to the ledger.
We go through the work you want to hand over, your deadlines and how your files are set up.
You give us access the way you choose. We learn your checklists, file naming and review style.
We start with a handful of files so you can check our work before handing over more.
Agreed turnaround times, one named contact and regular check-ins as volume grows.
Yes. We work under your firm’s name and inside your systems. Your clients deal with your firm, and you decide how much they know about who does the preparation work.
We prepare the working papers and return figures. Your firm reviews them and files, so the filing stays under your control and your credentials.
Yes. We set up the tax codes for the provinces a client sells into and flag anything that looks unusual for your reviewer.
However your firm already collects them: Hubdoc, Dext, a client portal or shared cloud folders. We fit into that process rather than adding a new one.
Yes. Send us a sample report and we will match the layout, the account groupings and the commentary style.
It depends on how many months are behind and how many accounts are involved. We look at the file first and quote a fixed project fee.