6 Fundraising Readiness 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 fundraising readiness work, not a general example.
Case Study 1 · Records and systems rebuilt
33 Months Reconciled And $8,000 Of Input Tax Recovered — Subscription Business Tracking Churn, Victoria
Client: A subscription business tracking churn · Where: Victoria, British Columbia · Engagement: 8 weeks, fixed fee
Months reconciled33
Input tax recovered$8,000
Close time4 days
The situation
A subscription business tracking churn in Victoria, British Columbia was carrying pricing set by feel, with no visibility into margin by service line. Nothing reconciled, and every filing started with 33 months of cleanup.
What we did
We rebuilt from source rather than correcting on top of the existing file. We produced a board-ready monthly package — cash, margin, pipeline and covenant headroom — that replaced a spreadsheet nobody trusted, then set the routine that keeps it clean.
The result
33 months reconciled to the bank. The close now takes 4 days, and $8,000 of previously unclaimable input tax was recovered in the process.
Case Study 2 · CRA review defended
$143,000 Reassessment Reduced To Nil On Review — Manufacturer Planning a Plant, Guelph
Client: A manufacturer planning a plant expansion · Where: Guelph, Ontario · Engagement: 3 weeks, fixed fee
Reassessment reduced toNil
Tax protected$143,000
Prior filingsUndisturbed
The situation
A review notice arrived at a manufacturer planning a plant expansion in Guelph, Ontario covering fundraising readiness for two tax years. The auditor's working position was an adjustment of $143,000, driven by revenue up 40% year over year and a bank balance that kept falling.
What we did
Rather than negotiate, we rebuilt the record. We modelled the covenant ratios monthly and restructured the debt before the next test date rather than after it and submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result
The auditor accepted the documented position and closed the review without adjustment, protecting $143,000 and leaving the prior filings undisturbed.
Case Study 3 · Structure rebuilt
Corporate Structure Rebuilt For $33,500 Of Annual Savings — Clinic Group Acquiring a, Mississauga
Client: A clinic group acquiring a competitor · Where: Mississauga, Ontario · Engagement: 8 weeks, fixed fee
Saving per year$33,500
DocumentationComplete
Transfer basisRollover
The situation
The structure at a clinic group acquiring a competitor in Mississauga, Ontario had been set up years earlier for a business that no longer existed, and a growth plan with no forecast behind it and no financing lined up had become expensive.
What we did
We rebuilt the reporting around gross margin by service line, which showed two of five offerings were losing money at the current price. The reorganisation used the rollover provisions rather than a taxable transfer, so no tax fell due on the restructuring itself.
The result
$33,500 of annual saving, achieved on a tax-deferred basis. The minute book, elections and valuations are all in the file.
Case Study 4 · Cash and remittance control
Instalments Rebased, $82,000 Of Cash Returned To The Business — Professional Practice Adding Partners, Surrey
Client: A professional practice adding partners · Where: Surrey, British Columbia · Engagement: 7 weeks, fixed fee
Cash returned$82,000
Instalment basisCurrent year
ReviewedQuarterly
The situation
A professional practice adding partners in Surrey, British Columbia was paying instalments calculated on a prior year that no longer reflected the business. An owner making hiring decisions on last quarter’s bank balance was tying up $82,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and built a rolling thirteen-week cash-flow model, tightened collections, and renegotiated supplier terms so the growth stopped consuming the bank balance.
The result
$82,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 5 · Missed incentive claimed
Incentive Review Recovered $60,000 Across 6 Open Years — Family Business Planning Succession, Brampton
Client: A family business planning succession · Where: Brampton, Ontario · Engagement: 8 weeks, fixed fee
Recovered$60,000
Open years claimed6
Ongoing trackingIn place
The situation
An incentive review at a family business planning succession in Brampton, Ontario started from a simple question: what has never been claimed? The answer ran to 6 years, driven by pricing set by feel, with no visibility into margin by service line.
What we did
We produced a board-ready monthly package — cash, margin, pipeline and covenant headroom — that replaced a spreadsheet nobody trusted, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $60,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 6 · Objection and relief
$107,000 Of Penalties And Interest Cancelled On Relief — Distributor Entering a Second, Windsor
Client: A distributor entering a second province · Where: Windsor, Ontario · Engagement: 8 weeks, fixed fee
Penalties and interest cancelled$107,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $107,000 landed at a distributor entering a second province in Windsor, Ontario following a desk review. The auditor had not seen the records behind pricing set by feel, with no visibility into margin by service line.
What we did
We modelled the covenant ratios monthly and restructured the debt before the next test date rather than after it, then set out the legislative basis for the position alongside the documents supporting it.
The result
$107,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
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.
