What's Included :

• Bank Reconciliation - Stay on top of your transactions with precise matching, discrepancy resolution, and real-time updates.

• Accounts Payable Management - Streamline vendor payments, track due dates, and avoid late fees with automated processing.

• Accounts Receivable Management - Improve cash flow by monitoring outstanding invoices, sending payment reminders, and optimizing collections.

• Financial Reporting - Generate detailed reports, visualize financial trends, and make informed decisions with QuickBooks Online's powerful analytics.

What's Included :

• Document Review - Identify missing transactions, discrepancies, and outdated entries.

• Cleanup Accounting - Reconcile accounts, correct errors, and organize financial data.

• Financial Reporting - Generate detailed financial reports, offer insights into business's health and help you make informed decisions.

Our Tax Compliance Services :

• HST / GST filing - Accurate reporting and timely submission of HST / GST to avoid penalties and ensure compliance.

• T2 Corporate Tax Return - Preparation and filing of corporate tax returns, optimizing deductions and tax planning for businesses.

• T1 Personal Tax Return - Comprehensive tax filing for individuals, ensuring proper deductions, credits, and compliance with CRA regulations.

• Tax Planning & Advisory - Strategic guidance to help businesses and individuals minimize tax liabilities and maximize savings.

• Audit Support & Compliance - Assistance in navigating CRA audits, ensuring proper documentation and compliance with tax laws.

Key Services We Provide :

• Budgeting & Forecasting - Develop comprehensive financial models to project revenue, expenses, and profitability, ensuring informed decision-making.

• Business Metrics & Performance Analysis - Track key financial indicators, assess profitability, and refine business strategies based on real-time data.

• Policy & Operational Planning - Design financial policies and operational frameworks to align with business goals and regulatory compliance.

• Cash Flow Management - Optimize cash flow cycles, monitor liquidity, and implement strategies to maintain financial stability.

• Audit Assistance & Compliance - Prepare for audits, ensure accurate financial reporting, and address compliance issues to mitigate risks.

• Strategic Financial Advisory - Provide insights on investment decisions, growth planning, and financial restructuring to maximize profitability.

What we Offer :

• Software Integration - Using QuickBooks Online for your business and integrate it seamlessly with existing financial processes.

• Data Migration & Accuracy Checks - Transfer financial records, invoices and historical data while ensuring accuracy and completeness.

• Chart of Accounts Setup - Structure your accounting system for easy transaction tracking and effective financial reporting.

• Bank & Payment Gateway Integration - Connect bank accounts and payment systems for automated reconciliations and smooth financial operations.

• Tax Configuration & Compliance - Set up sales tax filing, tax codes, and regulatory reporting to ensure compliance.

• Invoice & Expense Management - Implement efficient tools to track invoices, manage expenses, and optimize cash flow.

• Automated Reporting & Dashboards - Access real-time financial data through intuitive dashboards for improved decision-making.

• Training & Ongoing Support - Receive hands-on training for your team, ensuring they can efficiently use and manage the system. Get continuous support for troubleshooting, updates, and process optimization. 

Our Digital Transformation Solutions :

• Data Analytics & Business Intelligence - Uncover trends, patterns, and actionable insights with advanced analytics powered by Power BI.

• Data Visualization & Reporting - Transform complex datasets into interactive dashboards and clear visual representations for informed decision-making.

• Process Optimization & Digital Strategy - Identify inefficiencies, automate manual tasks, and develop a long-term digital roadmap for sustainable success.

What We Offer :

• Company incorporation  - We take care of the registration, licensing, and legal documentation to help you establish a business entry with ease.

• Bookkeeping & Accounting - Maintain accurate financial records with cloud-based bookkeeping, bank reconciliation, and compliance tracking.

• Tax Management & Compliance - Ensure proper tax filing for corporate tax, VAT, and other regulatory requirements, minimizing risks and optimizing savings.

• Annual Company Secretary Services - Stay compliant with local regulations, including filing annual returns, maintaining corporate records, and managing governance requirements.

• Financial Reporting & Advisory - Receive expert insights on financial performance, cash flow management, and tax planning strategies tailored for international expansion.