Client results by service line, from T2 returns to Virtual CFO work
Every service we offer has its own case studies — real engagements in that specific area of work, with the figures and the CRA rules behind them.
Showing all 619 collections
Accounting Advisory
Accounting Internal Controls Review
Accounting Policy Development
Accounting Process Review
Accounting Records Cleanup
Accounting Records Reconstruction
Accounting Services for Medium-Sized Businesses
Accounting Services for Multi-Entity Businesses
Accounting Services for Professional Corporations
Accounting Services for Sole Proprietors
Accounting Services for Startups
Accounting Software Migration
Accounting Workflow Automation
Accounts Payable Bookkeeping
Accounts Payable Services
Accounts Receivable Bookkeeping
Accounts Receivable Services
Advance Pricing Arrangement Support
Agreed-Upon Procedures Engagement
Alberta Corporate Tax Return
Alberta Incorporation
Alter Ego Trust Return
Amalgamation Tax Return
American Moving to Canada Tax Planning
Annual Bookkeeping
Annual Budget Preparation
Annual Corporate Return Filing
Annual GST/HST Filing
Asset Sale Versus Share Sale Analysis
Audit Assistance and Working-Paper Support
Audit Readiness Review
Audit Working-Paper Preparation
Back-Tax Filing
Backlog Bookkeeping
Balance Sheet Preparation
Bank and Credit Card Reconciliation
Bank Covenant Reporting
Bank Financing Support
Bank Reconciliation Cleanup
Bank Reconciliation Services
Bankruptcy Tax Return Assistance
Bare Trust Reporting
Biweekly Payroll Services
Board and Treasurer Reporting
Board Reporting
Bonus and Commission Payroll
Bookkeeping Cleanup Services
Bookkeeping for Contractors
Bookkeeping for Professional Corporations
Bookkeeping for Self-Employed Individuals
Bookkeeping for Sole Proprietors
Bookkeeping for Startups
Bookkeeping Reconstruction for CRA
Bookkeeping Review Services
Bookkeeping Workflow Automation
Break-Even Analysis
British Columbia Employer Health Tax Filing
British Columbia Incorporation
British Columbia PST Registration
British Columbia PST Return Filing
Business Acquisition Accounting
Business Expense Audit Support
Business Incorporation Services
Business Number Registration
Business Plan Writing
Business Reorganization Tax
Business Restructuring Support
Business Sale Accounting
Business Succession Tax Planning
Business Transformation
Business Valuation Coordination
Canada-US Capital Gains Tax
Canada-US Cross-Border Tax Services
Canada-US Rental Income Tax
Canada-US Tax Accountant
Canadian Branch Tax Return
Canadian Corporation with a US Subsidiary
Canadian Expat Tax Return
Canadian Moving to the United States Tax Planning
Capital Cost Allowance Planning
Capital Dividend Account Review
Capital Dividend Election Assistance
Capital Gains Exemption Planning
Capital Gains Tax Return
Cash Flow Forecasting
Cash Flow Management
Cash Flow Statement Preparation
Catch-Up Bookkeeping
Change-in-Use Property Tax Election
Charitable Donation Tax Review
Charity Accounting Services
Charity and NPO Audit Support
Charity Bookkeeping
Charity Compliance Review
Charity CRA Audit Support
Charity Financial Audit
Charity Financial Statements
Charity GST/HST Return
Charity Payroll Services
Chart of Accounts Setup
Chart of Accounts Setup and Review
Childcare Expense Tax Review
Clean Economy Investment Tax Credits
Client Accounting Services
Cloud Bookkeeping Setup
Commission Employee Tax Return
Commodity Tax Advisory
Compilation Engagement
Compilation Financial Statements
Consolidated Financial Statements
Construction Contractor Tax Services
Contractor Payment Setup
Corporate Accounting Services
Corporate Address Service
Corporate Amalgamation
Corporate Back-Tax Filing
Corporate Bookkeeping
Corporate Capital Gains Tax Return
Corporate Continuance
Corporate Dissolution Tax Return
Corporate Financial Audit
Corporate Governance Support
Corporate Investment Income Planning
Corporate Loss Utilization Planning
Corporate Minute Book Maintenance
Corporate Minute Book Setup
Corporate Records Maintenance
Corporate Reorganization Tax Planning
Corporate Tax
Corporate Tax Audit Support
Corporate Tax Balance-Owing Review
Corporate Tax Calendar Setup
Corporate Tax Cleanup
Corporate Tax Debt Resolution
Corporate Tax Election Filing
Corporate Tax Filing Services
Corporate Tax Installment Calculation
Corporate Tax Minimization
Corporate Tax Objection
Corporate Tax Planning
Corporate Tax Return Amendment
Corporate Tax Schedule Preparation
Corporate Year-End Tax Filing
Corporation Dissolution
Corporation Revival
Cost Accounting
CRA Appeals Assistance
CRA Audit Bookkeeping Cleanup
CRA Audit Representation
CRA Clearance Certificate Assistance
CRA Collections Assistance
CRA Garnishment Assistance
CRA Notice of Objection
CRA Payment Arrangement
CRA Program Account Setup
CRA Requirement-to-Pay Assistance
CRA Review Letter Response
CRA Source-Deduction Audit Support
CRA Tax Problem Resolution
CRA Tax-Debt Assistance
Credit Card Reconciliation Services
Cross Border Tax
Cross-Border Corporate Tax
Cross-Border Estate and Inheritance Tax
Cross-Border Estate and Trust Tax
Cross-Border Financing Tax Review
Cross-Border Payroll Services
Cross-Border Personal Tax
Cross-Border Real Estate Tax
Cross-Border Retirement Planning
Cryptocurrency Tax Audit Support
Cryptocurrency Tax Planning
Cryptocurrency Tax Return
Customer Collection Support
Customs Excise and Commodity Tax Coordination
Deceased Person Final Tax Return
Deferred Revenue Accounting
Department Profitability Analysis
Departure Tax Return
Desktop-to-Cloud Accounting Migration
Dext and Receipt Management Setup
Digital Asset Accounting
Digital Media Tax Credits
Digital Platform Sales-Tax Compliance
Direct Deposit Payroll
Director-Liability Assessment Support
Disability Tax Credit Assistance
Disbursement Quota Review
Donation Receipt Compliance Review
Due-Diligence Accounting Support
E-commerce Payment Reconciliation
E-commerce Sales-Tax Compliance
Emigrant and Departure Tax Return
Employed Individual Tax Return
Employee Payroll Setup
Employee Stock Option Tax Reporting
Employee Versus Independent Contractor Review
Employment Expense Tax Return
ERP and Accounting System Selection
Estate Accounting Support
Estate Clearance Certificate
Estate Freeze Planning
Estate Tax Planning
Estate Tax Return
Excise Tax and Excise Duty Assistance
Executor Tax Assistance
Exit Planning
Expat Tax Services
Expense Management Services
Expense Tracking
Extra-Provincial Registration
Family and Caregiver Tax Credit Review
Family Business Succession Planning
Family Trust Tax Return
Farming Tax Returns
FATCA Form 8938 Assistance
FBAR Filing Assistance
Federal Incorporation
Film and Television Tax Credits
Final Corporate Tax Return
Finance Department Outsourcing
Finance Process Improvement
Financial Accounting
Financial Data Cleanup
Financial Model Development
Financial Planning and Analysis
Financial Projections
Financial Statement Audit
Financial Statement Preparation
First Corporate Tax Return
Fishing Tax Returns
Fixed Asset Register and Depreciation Accounting
Foreign Affiliate Tax Planning
Foreign Earned Income Exclusion Review
Foreign Income Tax Reporting
Foreign Tax Credit Planning
Foreign-Owned Canadian Corporation Tax
Foundation Accounting and Tax
Fractional CFO Services
Fractional Controller Services
Freelancer Tax Return
Frozen Bank Account Tax Support
Fund Accounting
Fundraising Readiness
General Ledger Accounting
GIFI Financial Statement Reporting
Gig Worker Tax Return
Government Grant Financial Support
Graduated Rate Estate Tax Return
Grant Accounting
Grant Audit and Grant Reporting
Grant Reporting
GRIP and Eligible Dividend Planning
GST Returns
GST/HST Account Closure
GST/HST Account Setup
GST/HST and Sales Tax Services
GST/HST Audit Support
GST/HST Bookkeeping
GST/HST Filing-Frequency Change
GST/HST Nil Return
GST/HST Objection
GST/HST Quick Method Review
GST/HST Rebate Application
GST/HST Reconciliation
GST/HST Registration
GST/HST Return Adjustment
GST/HST Return Correction
GST/HST Return Filing
GST/HST Voluntary Disclosure
Historical Bookkeeping
Holding Company Setup
Holding Company Tax Planning
Holding Company Tax Return
Home Office Expense Claim
HST Returns
Hubdoc Setup and Support
Immigrant Tax Return
Import and Export GST Accounting
Import-Export Account Registration
Inactive Corporation Tax Return
Independent Contractor Tax Return
Individuals with Significant Control Register
Input Tax Credit Review
Insolvency and Restructuring Tax Support
Inter Vivos Trust Return
Intercompany Guarantee Review
Intercompany Loan Benchmarking
Intercompany Pricing Policy
Intercompany Reconciliation
Intercompany Transaction Review
Intercorporate Dividend Planning
Interim CFO Services
Internal Audit Support
Internal Controls Design
Internal Controls Review
Internal Financial Reporting
International Student Tax Return
International Tax Services
International Tax Structuring
Inventory Accounting
Inventory and COGS Analysis
Inventory Bookkeeping
Inventory Count Assistance
Investment Corporation Tax Return
Investment Income Tax Return
Investor Reporting
Investor-Ready Financial Package
Investor-Ready Financial Statements
Invoice Reconstruction
Invoicing and Billing Support
Job Costing Accounting
Joint Spousal Trust Return
Joint Venture Accounting and Tax
KPI Dashboard Development
Late Corporate Tax Return
Late-Filed Election Relief
Lender Reporting
Lender-Ready Financial Statements
Limited Partnership Tax Filing
Local Resident Director Services
M&A Tax and Accounting Support
Management Accounting
Management Reporting Services
Mandatory Disclosure Reporting
Manitoba Health and Education Levy Filing
Manitoba RST Registration
Manitoba RST Return Filing
Margin Analysis
Master File and Local File Documentation
Medical Expense Tax Review
Merchant Account Reconciliation
Missing Transaction Reconstruction
Month-End Bookkeeping
Month-End Closing Services
Monthly Bookkeeping
Monthly Financial Statement Preparation
Monthly GST/HST Filing
Monthly Management Reporting
Monthly Payroll Services
Moving Expense Tax Claim
Multi-Company Bookkeeping
Multi-Company Consolidation Accounting
Multi-Currency Accounting
Multi-Currency Bookkeeping
Multi-Entity Consolidated Reporting
Multi-Province Corporate Tax Filing
Multi-Province GST/HST Compliance
Multi-Province Payroll
Multi-Province PST/QST/RST Filing
Multiple Rental Property Tax Return
Multiple-Year Tax Filing
Named Corporation Registration
Net-Worth Audit Assistance
New Corporation Accounting Setup
New Housing Rebate Assistance
New Residential Rental Property Rebate
Newcomer to Canada Tax Return
Nil Corporate Tax Return
Nominee Director Services
Non-Profit Accounting Services
Non-Profit Bookkeeping
Non-Profit Compilation Engagement
Non-Profit Financial Audit
Non-Profit Financial Statements
Non-Profit Incorporation
Non-Profit Review Engagement
Non-Resident Corporation T2 Return
Non-Resident Corporation Tax Return
Non-Resident GST/HST Registration
Non-Resident GST/HST Return Filing
Non-Resident Personal Tax Return
Non-Resident Tax Services
Non-Resident Trust Return
Notice of Reassessment Review
Notice to Reader Assistance
Notifiable Transaction Review
NPO Payroll Services
NR4 Information Return
NR4 Withholding Tax Return
NR6 Undertaking to File a Section 216 Return
NR73 Residency Determination Assistance
NR74 Residency Status Assistance
NUANS Name Search
Numbered Corporation Registration
Off-Cycle Payroll Processing
Online Accounting Services
Online Bookkeeping
Online Payroll Services
Ontario Employer Health Tax Filing
Ontario Incorporation
Outsourced Accounting Services
Outsourced Bookkeeping
Outsourced Controller Services
Outsourced Finance Department Services
Outsourced Payroll Services
Owner-Manager Tax Planning
Partnership Bookkeeping
Partnership Dissolution Tax Filing
Partnership Financial Statements
Partnership GST/HST Filing
Partnership Payroll Services
Partnership Registration
Partnership Tax Filing Services
Partnership Tax Planning
Past-Due Bookkeeping
Past-Due Personal Tax Returns
Payroll Account Registration
Payroll Audit Support
Payroll Bookkeeping
Payroll Cleanup
Payroll Compliance Review
Payroll Correction Services
Payroll Internal Controls Review
Payroll Processing Services
Payroll Reconciliation
Payroll Remittance Services
Payroll Services
Payroll Setup Services
Payroll System Migration
Payroll Year-End Services
PD7A Payroll Remittance Support
Penalty and Interest Waiver Request
Pension Income Splitting
Pension Income Tax Return
Permanent Establishment Tax Analysis
Personal Services Business Tax Return
Personal Tax Audit Support
Personal Tax Filing Services
Personal Tax Objection
Personal Tax Return Amendment
Post-Assessment Review Assistance
Post-Mortem Tax Planning
Pre-Assessment Review Assistance
Pricing and Cost Analysis
Principal Residence Sale Reporting
Prior-Year Bookkeeping Cleanup
Prior-Year Payroll Correction
Product Profitability Analysis
Professional Corporation Setup
Professional Corporation Tax Planning
Professional Corporation Tax Return
Professional Tax Return
Profit and Loss Statement Preparation
Profitability Analysis
Project Accounting
Property Sale Tax Reporting
Provincial Incorporation Services
Provincial Sales-Tax Audit Support
Provincial Tax Credit Claims
Public Service Bodies Rebate
Purchase and Sale Tax Due Diligence
Purchase or Sale of Business Tax Planning
Quality-of-Earnings Support
Quarterly Bookkeeping
Quarterly GST/HST Filing
Quebec Corporate Tax Return
Quebec Incorporation
Quebec Payroll Services
Quebec QST Registration
Quebec QST Return Filing
QuickBooks Bookkeeping Services
QuickBooks Cleanup Services
QuickBooks Online Bookkeeping
QuickBooks Setup and Support
RDTOH and Dividend Refund Planning
Real Estate Tax Planning
Receipt and Invoice Matching
Receipt Reconstruction
Record of Employment Filing
Regulation 102 Payroll Withholding Waiver
Regulation 105 Withholding and Waiver
Religious Organization Accounting
Rental Corporation Tax Return
Rental Income Audit Support
Rental Income Tax Return
Repatriation and Dividend Planning
Reportable Transaction Review
Residency Determination
Restricted-Fund Accounting
Revenue Recognition Accounting
Review Engagement
Review Engagement Preparation
Rights or Things Return
ROE Correction and Reissue
Rolling Forecasting
RRSP and 401(k) Cross-Border Tax
RRSP Deduction Review
Sage Accounting Support
Salary Versus Dividend Planning
Sales Reconciliation
Sales Tax Reconciliation
Saskatchewan PST Registration
Saskatchewan PST Return Filing
Scenario Planning
Schedule 15 Beneficial Ownership Reporting
School and Educational Institution Accounting
Section 116 Certificate of Compliance
Section 216 Non-Resident Rental Return
Section 85 Rollover Assistance
Select Luxury Items Tax Compliance
Self-Employed GST/HST Filing
Self-Employed Tax Return
Senior and Retiree Tax Return
Separation and Divorce Tax Review
Share Issuance Record Support
Shareholder Compensation Planning
Shareholder Information Reporting
Shareholder Loan Audit Support
Shareholder Loan Tax Planning
Simplified GST/HST Digital Economy Registration
Small Business Accounting
Small Business Bookkeeping
Small Business Corporate Tax Return
Small Business Financial Audit
Small Business Loan Application Support
Small Business Payroll Services
Small Business Tax Planning
Sole Proprietor Bookkeeping
Sole Proprietor Tax Planning
Sole Proprietor Tax Return
Sole Proprietorship Registration
Sole Proprietorship Tax Filing
Special-Purpose Financial Report
SR&ED Audit Support
SR&ED Claim Preparation
SR&ED Financial Documentation
SR&ED Tax Credit Claims
Startup Bookkeeping Setup
Startup CFO Services
Stock and Securities Tax Reporting
Student Tax Return
Succession Planning
T1 Adjustment
T1 Adjustment Request
T1 Personal Income Tax Return
T1044 Non-Profit Organization Information Return
T106 Non-Arm's-Length Transactions Return
T106 Preparation
T1134 Foreign Affiliate Information Return
T1135 Foreign Income Verification Statement
T1135 Foreign Property Reporting
T2 Adjustment
T2 Corporation Income Tax Return
T2 Return for Non-Profit Organizations
T2091 Principal Residence Designation
T2125 Business Income Statement
T3 Slip and Summary Preparation
T3 Trust Tax Return
T3010 Registered Charity Information Return
T4 and T4A Amendment
T4 Slip Preparation
T4 Tax Return Filing
T4A Slip Preparation
T4A-NR Preparation
T5 Dividend Slip Preparation
T5013 Partnership Information Return
T5018 Subcontractor Reporting
T777 Employment Expense Claim
Tax Court Accounting Support
Tax Lien Review
Tax Planning
Tax Residency and Treaty Tie-Breaker Review
Taxable Benefits Calculation
Taxpayer Relief Request
Ten-Years-Late Tax Filing
Termination and Severance Payroll
Testamentary Trust Return
Thirteen-Week Cash Flow Forecast
Top Accounting
Top Bookkeeping
Transaction Categorization
Transfer Pricing Audit Defence
Transfer Pricing Benchmarking
Transfer Pricing Documentation
Transfer Pricing Functional Analysis
Transfer Pricing Services
Transfer Pricing Study
Treaty-Based Corporate Tax Return
Trial Balance Cleanup for Audit
Trial Balance Preparation and Review
Trust Account Number Registration
Trust Distribution Planning
Trust Income Tax Filing
Trust Return Amendment
Trust Tax Planning
Trust Wind-Up Tax Assistance
Tuition Credit and Carry-Forward Review
Underused Housing Tax Return
Unfiled Corporate Tax Returns
Unfiled Tax Return Services
US Business Tax Filing
US Citizen Living in Canada Tax Return
US Expat Tax Return
US Form 1040 Filing
US Form 1040-NR Filing
US Form 1065 Partnership Filing
US Form 1120 Filing
US Form 1120-S Filing
US Tax Return for Canadians
Vacation Pay Calculation
Vendor Payment Processing
Virtual Accounting
Virtual Bookkeeping
Virtual CFO
Voluntary Disclosures Program Filing
Wave Accounting Support
WCB Registration and Reporting
Weekly Payroll Services
Worker Classification Review
Working Capital Management
WSIB Registration and Reporting
Xero Bookkeeping Services
Xero Setup and Support
Year-End Bookkeeping
Year-End Bookkeeping Cleanup
Year-End Closing Services
Year-End Financial Statement Preparation
Year-End Working Paper Preparation
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