Services

Codify

The foundation of good business decisions is financial information organized in a clear and useful way, accessible when you need it.

By specializing in online software such as QuickBooks, Sage, and Xero, we work collaboratively with you in real-time and provide highly accurate and clear financial reports delivered as fast as 2 days after period-end.

More benefits

  • Reconciliation: All business transactions are recorded and reconciled, so tax deductions aren’t missed, payments aren’t duplicated, and you can trust the data you see.

  • Project tracking: Track transactions by project and/or class (revenue stream or divisions) to get fast clarity on specific revenue and cost factors affecting your results.

  • CPA review: A certified number cruncher checks the data regularly to ensure the highest quality and reliability for you to base business decisions on.

  • Unlimited, fast support: Got questions about your results or transactions? Just ask! As often as you want, for no extra cost.

Report

With years of high-quality CPA experience behind us, we complete your business year end accounting and tax returns accurately and on time, saving you expensive fines and minimizing your risk of audits. 

Your taxes will be seamless and straightforward, allowing you to spend more time building your business!

We cover compiled financial statements, corporate tax returns, sole proprietor tax schedules, personal tax returns for business owners and their families, family trust returns, and income slips such as T4/T5/T5018s for you.

Further benefits

  • Precision: Meticulous preparation and review to ensure accurate tax return submissions.

  • Cutting-edge optimization: All tax returns reviewed for available tax deductions and credits to give you the best bottom line.

  • Audit support: If the government audits any returns or slips filed by us, we can coordinate the response and be the point of contact for the auditor, negotiating on your behalf, for no extra cost.

  • Unlimited, fast support: Yep, here too! Ask away on anything related to your statements or tax returns!

Strategize

Here’s where it all comes together!
To effectively use your financial information to make better business decisions and achieve your goals, deep financial planning and analysis is pivotal.  You could hire a CFO full-time for upwards of $100,000.
Or let us join your team and get the benefits of a CPA for a fraction of the cost, proactively monitoring business results and goal progress and always available for your questions.

Even more benefits

  • Financial Health Check-ups: By reviewing your financial results on a regular rhythm, we identify how your business is doing and opportunities for improvement.

  • Tax Planning: Customized short and long-range tax planning to develop and monitor progress on your goals while minimizing overall taxes.

  • Key Performance Indicator (KPI) tracking: Determining the most important KPIs for your business and monitoring them closely allows you to have high visibility into your business and enables smarter business decisions.

  • Annual operating plan: Developing intelligent budgeted financial numbers based on your business objectives and proactively monitoring the results is critical to align your team around common objectives and celebrate achievement together.

  • Multi-year strategic plan: A long-range plan for your business gives you the power to envision the future and track progress to your ultimate goals.

  • Cash flow forecasts: Estimating future cash in and out gives you confidence for major purchases, financing, terms offered to customers, and other key business decisions.

  • Performance-based compensation plan: Retaining your best employees is more important than ever in today’s tight labour market. We can work with you to develop a clear and effective compensation plan based on performance in line with your company’s mission.

  • Unlimited, fast support: Sounds like a broken record! Feel free to ask any and all questions on these areas, we are part of your team!

Next Steps

If you’ve read this far, let’s talk about how we can benefit your business!