6 Accounts Receivable Services 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 accounts receivable services work, not a general example.
Case Study 1 · Records and systems rebuilt
Month-End Close Cut From 9 Weeks To 5 Days — Independent Pharmacy, Surrey
Client: An independent pharmacy · Where: Surrey, British Columbia · Engagement: 8 weeks, fixed fee
Close time before9 weeks
Close time after5 days
Year-endReview, not rebuild
The situation
The accounting file at an independent pharmacy in Surrey, British Columbia was built on year-end statements that arrived four months late and never tied to the bank. The year-end had taken 9 weeks each of the last three years.
What we did
We set a monthly close calendar with a fixed cut-off, so the year-end became a review of work already done rather than a twelve-month rebuild and moved the reconciliations into the monthly cycle, so the year-end stopped being a rebuild.
The result
The file reconciles. Month-end closes in 5 days instead of 9 weeks, and the year-end is a review rather than a reconstruction.
Case Study 2 · Cash and remittance control
Remittance Schedule Corrected, $135,000 Refunded — Boutique Fitness Studio Group, Toronto
Client: A boutique fitness studio group · Where: Toronto, Ontario · Engagement: 5 weeks, fixed fee
Overpayment refunded$135,000
Late remittances sinceZero
ScheduleAutomated
The situation
Remittances at a boutique fitness studio group in Toronto, Ontario were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat a shareholder loan account that had drifted for three years with no supporting entries.
What we did
We separated personal and corporate spending, cleared the shareholder loan through a documented salary and dividend mix, and restated the comparative year, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result
Penalties stopped from the following remittance onwards, and $135,000 of overpaid instalments was refunded.
Case Study 3 · Planning that cut the bill
Remuneration Review Saved $68,000 Across Corporate And Personal Returns — 14-Person Design Agency, Red Deer
Client: A 14-person design agency · Where: Red Deer, Alberta · Engagement: 8 weeks, fixed fee
Combined saving$68,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation
Nothing was wrong at a 14-person design agency in Red Deer, Alberta — the filings were on time and accurate. What they were not was planned. A bank that refused to renew an operating line without compliant statements had never been reviewed.
What we did
We rebuilt the trial balance from source documents, reconciled every bank and credit-card account, and issued a CSRS 4200 compilation with a proper basis-of-accounting note, and ran the numbers across both the corporate and personal returns so the saving was real rather than deferred into someone else's hands.
The result
$68,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 4 · Scaling without breaking
Second-Province Expansion Handled, $71,000 Of Cash Released — Growing Landscaping Company, Halifax
Client: A growing landscaping company · Where: Halifax, Nova Scotia · Engagement: 3 weeks, fixed fee
Cash released$71,000
New registrationsComplete on day one
Compliance gapsNone
The situation
Revenue at a growing landscaping company in Halifax, Nova Scotia was up sharply and cash was tighter than ever. Underneath it sat inter-company balances between two related corporations that had never been reconciled.
What we did
We reconciled the inter-company accounts, papered the arrangement with a written agreement, and aligned both corporations’ year-ends. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result
$71,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
Client: A regional courier operator · Where: Calgary, Alberta · Engagement: 7 weeks, fixed fee
Proposed tax cleared$135,000
Review duration7 weeks
OutcomeNo change
The situation
A regional courier operator in Calgary, Alberta was selected for review after two sets of numbers — one in the accounting file, one the owner actually ran the business on showed up in the CRA's automated matching. The proposed adjustment on accounts receivable services came to $135,000.
What we did
We set a monthly close calendar with a fixed cut-off, so the year-end became a review of work already done rather than a twelve-month rebuild. 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. $135,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 6 · Missed incentive claimed
$79,000 Credit Claim Filed And Accepted Without Adjustment — Machine-Shop Owner-Operator, Victoria
Client: A machine-shop owner-operator · Where: Victoria, British Columbia · Engagement: 7 weeks, fixed fee
Claim value$79,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A machine-shop owner-operator in Victoria, British Columbia assumed the credits did not apply to a business its size. Inter-company balances between two related corporations that had never been reconciled meant they had applied all along.
What we did
We identified the qualifying activity, built the documentation to support it, and separated personal and corporate spending, cleared the shareholder loan through a documented salary and dividend mix, and restated the comparative year.
The result
$79,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
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.
