Case Studies by Service

Worked examples by service line, from T2 returns to Virtual CFO work

Every service we offer has its own case studies — illustrative worked examples in that specific area of work, with the figures and the CRA rules behind them.

Showing all 619 collections

Accounting

6 worked examples

Accounting Advisory

6 worked examples

Accounting Process Review

6 worked examples

Accounts Payable Services

6 worked examples

Alberta Incorporation

6 worked examples

Alter Ego Trust Return

6 worked examples

Amalgamation Tax Return

6 worked examples

Annual Bookkeeping

6 worked examples

Annual Budget Preparation

6 worked examples

Annual GST/HST Filing

6 worked examples

Audit Readiness Review

6 worked examples

Back-Tax Filing

6 worked examples

Backlog Bookkeeping

6 worked examples

Balance Sheet Preparation

6 worked examples

Bank Covenant Reporting

6 worked examples

Bank Financing Support

6 worked examples

Bare Trust Reporting

6 worked examples

Biweekly Payroll Services

6 worked examples

Board Reporting

6 worked examples

Bookkeeping

6 worked examples

Bookkeeping for Startups

6 worked examples

Break-Even Analysis

6 worked examples

Business Plan Writing

6 worked examples

Business Sale Accounting

6 worked examples

Business Transformation

6 worked examples

Canada-US Tax Accountant

6 worked examples

Canadian Expat Tax Return

6 worked examples

Capital Gains Tax Return

6 worked examples

Cash Flow Forecasting

6 worked examples

Cash Flow Management

6 worked examples

Catch-Up Bookkeeping

6 worked examples

Charity Bookkeeping

6 worked examples

Charity Compliance Review

6 worked examples

Charity CRA Audit Support

6 worked examples

Charity Financial Audit

6 worked examples

Charity GST/HST Return

6 worked examples

Charity Payroll Services

6 worked examples

Chart of Accounts Setup

6 worked examples

Cloud Bookkeeping Setup

6 worked examples

Commodity Tax Advisory

6 worked examples

Compilation Engagement

6 worked examples

Contractor Payment Setup

6 worked examples

Corporate Address Service

6 worked examples

Corporate Amalgamation

6 worked examples

Corporate Back-Tax Filing

6 worked examples

Corporate Bookkeeping

6 worked examples

Corporate Continuance

6 worked examples

Corporate Financial Audit

6 worked examples

Corporate Tax

6 worked examples

Corporate Tax Cleanup

6 worked examples

Corporate Tax Objection

6 worked examples

Corporate Tax Planning

6 worked examples

Corporation Dissolution

6 worked examples

Corporation Revival

6 worked examples

Cost Accounting

6 worked examples

CRA Appeals Assistance

6 worked examples

CRA Audit Representation

6 worked examples

CRA Notice of Objection

6 worked examples

CRA Payment Arrangement

6 worked examples

CRA Program Account Setup

6 worked examples

CRA Tax-Debt Assistance

6 worked examples

Cross Border Tax

6 worked examples

Cross-Border Personal Tax

6 worked examples

Cryptocurrency Tax Return

6 worked examples

Departure Tax Return

6 worked examples

Digital Asset Accounting

6 worked examples

Digital Media Tax Credits

6 worked examples

Direct Deposit Payroll

6 worked examples

Disbursement Quota Review

6 worked examples

Employee Payroll Setup

6 worked examples

Estate Accounting Support

6 worked examples

Estate Freeze Planning

6 worked examples

Estate Tax Planning

6 worked examples

Estate Tax Return

6 worked examples

Executor Tax Assistance

6 worked examples

Exit Planning

6 worked examples

Expat Tax Services

6 worked examples

Expense Tracking

6 worked examples

Family Trust Tax Return

6 worked examples

Farming Tax Returns

6 worked examples

FBAR Filing Assistance

6 worked examples

Federal Incorporation

6 worked examples

Financial Accounting

6 worked examples

Financial Data Cleanup

6 worked examples

Financial Projections

6 worked examples

Financial Statement Audit

6 worked examples

Fishing Tax Returns

6 worked examples

Fractional CFO Services

6 worked examples

Freelancer Tax Return

6 worked examples

Fund Accounting

6 worked examples

Fundraising Readiness

6 worked examples

General Ledger Accounting

6 worked examples

Gig Worker Tax Return

6 worked examples

Grant Accounting

6 worked examples

Grant Reporting

6 worked examples

GST Returns

6 worked examples

GST/HST Account Closure

6 worked examples

GST/HST Account Setup

6 worked examples

GST/HST Audit Support

6 worked examples

GST/HST Bookkeeping

6 worked examples

GST/HST Nil Return

6 worked examples

GST/HST Objection

6 worked examples

GST/HST Reconciliation

6 worked examples

GST/HST Registration

6 worked examples

GST/HST Return Adjustment

6 worked examples

GST/HST Return Correction

6 worked examples

GST/HST Return Filing

6 worked examples

Historical Bookkeeping

6 worked examples

Holding Company Setup

6 worked examples

Home Office Expense Claim

6 worked examples

HST Returns

6 worked examples

Hubdoc Setup and Support

6 worked examples

Immigrant Tax Return

6 worked examples

Input Tax Credit Review

6 worked examples

Inter Vivos Trust Return

6 worked examples

Interim CFO Services

6 worked examples

Internal Audit Support

6 worked examples

Internal Controls Design

6 worked examples

Internal Controls Review

6 worked examples

Inventory Accounting

6 worked examples

Inventory Bookkeeping

6 worked examples

Investor Reporting

6 worked examples

Invoice Reconstruction

6 worked examples

Job Costing Accounting

6 worked examples

KPI Dashboard Development

6 worked examples

Late Corporate Tax Return

6 worked examples

Lender Reporting

6 worked examples

Management Accounting

6 worked examples

Manitoba RST Registration

6 worked examples

Margin Analysis

6 worked examples

Month-End Bookkeeping

6 worked examples

Monthly Bookkeeping

6 worked examples

Monthly GST/HST Filing

6 worked examples

Monthly Payroll Services

6 worked examples

Moving Expense Tax Claim

6 worked examples

Multi-Company Bookkeeping

6 worked examples

Multi-Currency Accounting

6 worked examples

Multi-Province Payroll

6 worked examples

Multiple-Year Tax Filing

6 worked examples

Nil Corporate Tax Return

6 worked examples

Nominee Director Services

6 worked examples

Non-Profit Bookkeeping

6 worked examples

Non-Profit Incorporation

6 worked examples

Non-Resident Tax Services

6 worked examples

Non-Resident Trust Return

6 worked examples

NPO Payroll Services

6 worked examples

NR4 Information Return

6 worked examples

NUANS Name Search

6 worked examples

Online Bookkeeping

6 worked examples

Online Payroll Services

6 worked examples

Ontario Incorporation

6 worked examples

Outsourced Bookkeeping

6 worked examples

Partnership Bookkeeping

6 worked examples

Partnership Registration

6 worked examples

Partnership Tax Planning

6 worked examples

Past-Due Bookkeeping

6 worked examples

Payroll Audit Support

6 worked examples

Payroll Bookkeeping

6 worked examples

Payroll Cleanup

6 worked examples

Payroll Compliance Review

6 worked examples

Payroll Reconciliation

6 worked examples

Payroll Services

6 worked examples

Payroll Setup Services

6 worked examples

Payroll System Migration

6 worked examples

Payroll Year-End Services

6 worked examples

Pension Income Splitting

6 worked examples

Pension Income Tax Return

6 worked examples

Personal Tax Objection

6 worked examples

Post-Mortem Tax Planning

6 worked examples

Pricing and Cost Analysis

6 worked examples

Professional Tax Return

6 worked examples

Profitability Analysis

6 worked examples

Project Accounting

6 worked examples

Quarterly Bookkeeping

6 worked examples

Quarterly GST/HST Filing

6 worked examples

Quebec Incorporation

6 worked examples

Quebec Payroll Services

6 worked examples

Quebec QST Registration

6 worked examples

Quebec QST Return Filing

6 worked examples

Real Estate Tax Planning

6 worked examples

Receipt Reconstruction

6 worked examples

Rental Income Tax Return

6 worked examples

Residency Determination

6 worked examples

Review Engagement

6 worked examples

Rights or Things Return

6 worked examples

Rolling Forecasting

6 worked examples

RRSP Deduction Review

6 worked examples

Sage Accounting Support

6 worked examples

Sales Reconciliation

6 worked examples

Sales Tax Reconciliation

6 worked examples

Scenario Planning

6 worked examples

Self-Employed Tax Return

6 worked examples

Small Business Accounting

6 worked examples

SR&ED Audit Support

6 worked examples

SR&ED Claim Preparation

6 worked examples

SR&ED Tax Credit Claims

6 worked examples

Startup Bookkeeping Setup

6 worked examples

Startup CFO Services

6 worked examples

Student Tax Return

6 worked examples

Succession Planning

6 worked examples

T1 Adjustment

6 worked examples

T1 Adjustment Request

6 worked examples

T106 Preparation

6 worked examples

T2 Adjustment

6 worked examples

T3 Trust Tax Return

6 worked examples

T4 and T4A Amendment

6 worked examples

T4 Slip Preparation

6 worked examples

T4 Tax Return Filing

6 worked examples

T4A Slip Preparation

6 worked examples

T4A-NR Preparation

6 worked examples

Tax Lien Review

6 worked examples

Tax Planning

6 worked examples

Taxpayer Relief Request

6 worked examples

Ten-Years-Late Tax Filing

6 worked examples

Testamentary Trust Return

6 worked examples

Transfer Pricing Services

6 worked examples

Transfer Pricing Study

6 worked examples

Trust Income Tax Filing

6 worked examples

Trust Return Amendment

6 worked examples

Trust Tax Planning

6 worked examples

US Business Tax Filing

6 worked examples

US Expat Tax Return

6 worked examples

US Form 1040 Filing

6 worked examples

US Form 1040-NR Filing

6 worked examples

US Form 1120 Filing

6 worked examples

US Form 1120-S Filing

6 worked examples

Vacation Pay Calculation

6 worked examples

Vendor Payment Processing

6 worked examples

Virtual Accounting

6 worked examples

Virtual Bookkeeping

6 worked examples

Virtual CFO

6 worked examples

Wave Accounting Support

6 worked examples

Weekly Payroll Services

6 worked examples

Xero Bookkeeping Services

6 worked examples

Xero Setup and Support

6 worked examples

Year-End Bookkeeping

6 worked examples

Year-End Closing Services

6 worked examples
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