1 Bank account & 1 credit card reconciliation
Core transaction categorization
Monthly financial statements (income statement, balance sheet, cash flow)
1 year Catch-up bookkeeping rescue credits
Everything in Core, plus:
Full tax return filing
Annual T4/T5 slip preparation
Ongoing tax & business advice, including PREC guidance
Direct CRA representation
Everything in Pro, plus:
Unlimited bank accounts and credit card reconciliation
Priority project-level P&L reporting
A: No. You don't need to purchase or learn any complicated accounting software. We handle everything. You get clean, professional financial statements without the extra monthly software fees.
A: We keep it incredibly simple. You just send us your bank statement each month, and we take care of the rest.
A: Yes, that is where we start. We'll organize your records, get you caught up, and set up a routine to keep going from there.
A: Doing it all at once at tax season leads to mistakes, like overstating income or missing expenses, and that can mean paying the CRA more than you actually owe, sometimes even thousands more. By reviewing your numbers each month, we can easily spot what tax-saving tactics need to be done.
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