
• Revenue and expense tracking
• Reconciliations to banks / credit cards
• On-time bookkeeping reports
• Regular support
• GST/HST filings

• Fully managed payroll
• Automated CRA remittances
• Automated Direct deposits for staff
• Filing of year-end payroll slips (T4, etc.)
• Record of Employment (ROE), WSIB, EHT

• Year-end tax adjustments
• Personal and Sole Prop. Taxes
• T2 corporate tax returns
• Formal financial statements
• CRA audit support

• Custom chart of accounts by Grant/Program
• AR and Deferred Revenue Tracking
• Build paperless and efficient workflows
• Budgeting + Budget vs Actual tracking
• Audit Committee and Board reporting
• Assistance with grant reporting

• Financial budgeting and forecasting
• General ledger oversight
• Monthly/Quarterly reviews
• Budget vs Actual insights
• Cash flow analysis
• Profit improvement analysis

• Financial Due Diligence / Quality of Earnings
• Pre-LOI deal analysis support
• Financial projections and Business plans
• Acquisition structuring for buyers
• Tax efficient exit planning for Sellers
• Post-sale support for Buyers + Sellers