How We Work.
Customized Business Workbooks
Not every small business needs a mammoth bookkeeping platform from a giant corporation. Not every small business can justify the cost of one, either.
You don’t need a 300-foot factory trawler to go fishing when a 16- or 20-foot boat will do the job for a fraction of the cost. The big bookkeeping platforms come loaded with features, and most small businesses never use most of them.
That’s why we built our own bookkeeping workbooks. They’re simple, effective, and free to our clients. We set each one up for your business specifically. Your numbers land in the same place every time, so we can prepare and reconcile your books quickly at income tax time, for GST filings, or for any other service you need from us.
Your Documents, On Demand
When your bank or mortgage broker asks for your assessments and filed returns, usually at the worst possible moment, you do not have to go digging.
Everything we file for you sits in your own folder, sorted by year. It lives online, encrypted, and you can reach it from anywhere you have an internet connection. One link and you’re done.
Every question and answer stays on file too, so years later you can still see what was decided and why.
Government Forms
We have filled out a great many government forms over the years, and we are happy to do yours.
They are needlessly hard to read and easy to get wrong. If you have one in front of you and you are not sure, bring it to us.
- Moving expenses
- Disability tax credit, including adjustments to earlier years
- Departure taxes when you leave Canada
- Employment and commission expense forms
CRA Requests and Responses
Reviews and audits are stressful. CRA letters and correspondence can be horribly unclear. We read them, gather the backup, and write the response. We can also help minimize the back-and-forth with the CRA if you have a request you need to communicate to them.
Nothing Gets Lost
Our record-keeping holds both sides accountable. What you sent, what we asked, what we did, and what we chose not to do and why. It is all still there years later if anyone needs it.
Education
We find that helping clients understand their own taxes and finances sets everyone up for success, so we make it a priority. If our clients are learning and growing, our team must also learn and grow. This is a sustainable relationship.