We provide bookkeeping, payroll, corporate and personal tax preparation, GST/HST filings, financial statements, tax planning, advisory services, and CRA representation.
FREQUENTLY ASK QUESTIONS
General Questions
Who do you typically work with?
We work with small and mid-sized businesses, corporations, professionals, startups, and individuals across various industries.
Are you a Canadian accounting firm?
Yes. We are a Canadian firm with experience in Canadian tax laws and CRA compliance.
Do you work with clients remotely?
Yes. We offer secure cloud-based accounting services and work with clients across Canada.
Bookkeeping & Accounting
What bookkeeping software do you use?
We work with major platforms such as QuickBooks Online, Xero, and other cloud-based tools. We can also adapt to your existing system.
How often is bookkeeping done?
Bookkeeping can be done monthly, quarterly, or annually, depending on your business needs and reporting requirements.
Will I have a dedicated accountant or bookkeeper?
Yes. You will have a primary point of contact familiar with your business.
What records do I need to provide?
Typically bank statements, credit card statements, invoices, receipts, payroll data, and access to accounting software or CRA portals.
Tax Services
Do you prepare corporate and personal tax returns?
Yes. We prepare T2 corporate tax returns, T1 personal tax returns, and related schedules.
Do you handle GST/HST filings?
Yes. We prepare and file GST/HST returns and provide guidance on compliance and ITCs.
Can you help with tax planning?
Absolutely. We provide proactive tax planning to minimize taxes and improve cash flow.
What if I haven’t filed taxes for previous years?
We can help you catch up on prior-year filings and communicate with CRA on your behalf.
CRA & Compliance
Do you deal with the CRA on behalf of clients?
Yes. With proper authorization, we communicate directly with the CRA for audits, reviews, notices, and inquiries.
What happens if my business is audited or reviewed?
We assist with audit support, documentation preparation, and CRA correspondence to help resolve issues efficiently.
Is my information kept confidential?
Yes. Client confidentiality and data security are strictly maintained using secure systems and professional standards.
Pricing & Engagement
How do you charge for your services?
We offer fixed-fee packages, monthly subscriptions, or project-based pricing depending on the service.
Are there long-term contracts?
Most services are offered on a flexible basis. Engagement terms are clearly outlined before work begins.
Are there any hidden fees?
No. All fees are disclosed upfront, and additional work is discussed before proceeding.
Getting Started
How do we get started?
Contact us for an initial consultation. We’ll assess your needs and provide a clear service proposal.
What is the onboarding process like?
Our onboarding process includes information gathering, system setup, CRA authorization (if needed), and a kickoff meeting.
