Virtual CFO Services
Outsourced Accounting Services
Outsourced Accounting Services
Virtual CFO Services include business strategy, financial modeling, driver-based planning, revenue growth, budgeting, forecasting, financial statements, Budget vs. Actual variance reports, financial modeling & fundraising, Dashboards & KPIs, profitability & cashflow optimization analysis, and strategy for key business decisions.
Outsourced Accounting Services
Outsourced Accounting Services
Outsourced Accounting Services
Outsourced Accounting Services include bookkeeping, payroll, invoicing & billing, accounting system setup, financial reporting, accounting clean up, cash to accrual conversions, and month end close.
TAX SERVICES
Outsourced Accounting Services
TAX SERVICES
Tax Services include corporate and personal income tax returns, tax planning, trust and estate, owner/manager advisory, GST/HST reporting, SR&ED Claims, tax audits & dispute resolution and cross-border taxation.
OUR TAX SERVICE PACKAGES
Employee Tax Return Package
Self-Employed Tax Return Package
Self-Employed Tax Return Package
For Professionals earning income as Employees
A complete package that includes advisory services for your tax and financial needs and preparation of your tax return to maximize your available employment deductions.
- T1 Individual Income Tax Return
- Assistance summarizing and determining eligible expenses/credits
- Tax, financial, and budgeting strategies
- Personalized tax calendar and email due date reminders
- On-going support to answer your questions year-round
- General communication and correspondence with the CRA
- Electronic filing and CRA confirmation
Self-Employed Tax Return Package
Self-Employed Tax Return Package
Self-Employed Tax Return Package
For Professionals earning income as Sole Proprietors
A complete package for unincorporated professionals that includes financial and tax advisory services and preparation of your business tax return to help you make informed financial decisions and minimize your tax liability.
- T1 Business Income Tax Return for Professional
- Assistance summarizing and determining eligible expenses/credits
- Tax, financial, and budgeting strategies
- Personalized tax calendar and email due date reminders
- On-going support to answer your questions year-round
- General communication and correspondence with the CRA
- Electronic filing and CRA receipt confirmation
Incorporated Tax Return Package
Self-Employed Tax Return Package
Incorporated Tax Return Package
Incorporated Professionals & Small Businesses
A complete package for incorporated professionals / small businesses including corporate and personal tax returns, and tax and financial planning services that consider tax efficient strategies.
- T1 Individual Income Tax Return for Shareholder
- T2 Corporate Income Tax Return
- Tax Slips – T4 & T5 issuance and CRA filings
- Tax deferral, income splitting, and tax efficient distribution strategies
- Personalized tax calendar and email due date reminders
- On-going support to answer your questions year-round
- General communication and correspondence with the CRA
- Electronic filing and CRA receipt confirmation