6 Accounting Software Migration tax and accounting engagements in full — what the client came to us with, what we did, and what it was worth. Each one is specific to accounting software migration work, not a general example.
Case Study 1 · Cash and remittance control
Remittance Schedule Corrected, $40,000 Refunded — Small Law Practice, Regina
Client: A small law practice · Where: Regina, Saskatchewan · Engagement: 9 weeks, fixed fee
Overpayment refunded$40,000
Late remittances sinceZero
ScheduleAutomated
The situation
Remittances at a small law practice in Regina, Saskatchewan were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat eighteen months of unreconciled transactions and a shoebox of receipts.
What we did
We rebuilt the ledger from bank and card statements, matched every receipt to a transaction, and removed duplicated input tax credits before they became a review, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result
Penalties stopped from the following remittance onwards, and $40,000 of overpaid instalments was refunded.
Case Study 2 · Planning that cut the bill
$48,000 Saved By Correcting What Prior Filings Had Missed — Two-Location Cafe, Halifax
Client: A two-location cafe · Where: Halifax, Nova Scotia · Engagement: 4 weeks, fixed fee
Saving identified$48,000
RecurringYes
Positions documentedAll
The situation
A two-location cafe in Halifax, Nova Scotia asked for a second opinion on accounting software migration after three years of rising tax. The review found input tax credits claimed on receipts that had already been claimed once.
What we did
We built the comparison first — current structure against two alternatives — and then reconciled receivables and payables to source documents and wrote off the balances that were genuinely uncollectible, with support.
The result
First-year saving of $48,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 3 · Scaling without breaking
Growth Handled Without A Missed Filing, $127,000 Freed — Equipment Rental Yard, Edmonton
Client: An equipment rental yard · Where: Edmonton, Alberta · Engagement: 7 weeks, fixed fee
Cash freed$127,000
Compliance failuresNone
ReportingMonthly
The situation
An equipment rental yard in Edmonton, Alberta was opening in a second province — different filing obligations, a different payroll regime, and a bookkeeping file where owner draws, payroll and supplier payments all landed in the same account already in the file.
What we did
We separated the owner’s personal spending out of the corporate accounts and cleared the resulting shareholder loan properly and put monthly reporting in place so the owner could see the cash effect of growth while there was still time to act on it.
The result
Growth was absorbed without a compliance failure. $127,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Client: A subscription box retailer · Where: Lethbridge, Alberta · Engagement: 7 weeks, fixed fee
Proposed tax cleared$71,000
Review duration7 weeks
OutcomeNo change
The situation
A subscription box retailer in Lethbridge, Alberta was selected for review after three years of returns filed off numbers nobody could trace back to a bank statement showed up in the CRA's automated matching. The proposed adjustment on accounting software migration came to $71,000.
What we did
We set up a documented chart of accounts, a receipt-capture workflow and a monthly reconciliation that closes within ten days of month-end. Every figure in the response traced to a source record the auditor could verify without asking a second question.
The result
The review closed with no change. $71,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 5 · Missed incentive claimed
$101,000 In Credits Claimed That Prior Filings Had Missed — Specialty Coffee Roaster, Windsor
A specialty coffee roaster in Windsor, Ontario had been filing for 3 years without ever claiming the incentives its activity qualified for. Behind that sat three years of returns filed off numbers nobody could trace back to a bank statement.
What we did
We tested each activity against the eligibility criteria rather than the description on the invoice, then rebuilt the ledger from bank and card statements, matched every receipt to a transaction, and removed duplicated input tax credits before they became a review.
The result
$101,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 6 · Sale and succession
Share Sale Restructured, $535,000 Less Tax On Closing — Residential Cleaning Franchise, Brampton
A residential cleaning franchise in Brampton, Ontario was preparing to sell. Due diligence surfaced retained cash well above what the business needed to operate, which would have reduced the price or killed the deal outright.
What we did
We cleaned up the historical file, reconciled receivables and payables to source documents and wrote off the balances that were genuinely uncollectible, with support, and prepared the due-diligence package the buyer's advisers actually asked for.
The result
The deal closed at the agreed price. $535,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Reviewed for the 2025 tax year by Udit Gupta, Certified Tax Accountant. Figures describe representative engagements of this type; outcomes depend on your own facts. Client names and identifying details are omitted for confidentiality.
