6 Hubdoc Setup and Support 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 hubdoc setup and support work, not a general example.
Case Study 1 · Scaling without breaking
Scaled To 76 Staff With $85,000 Of Working Capital Freed — Owner-Operated Trades Business, Kelowna
Client: An owner-operated trades business · Where: Kelowna, British Columbia · Engagement: 11 weeks, fixed fee
Headcount reached76
Working capital freed$85,000
Missed deadlinesZero
The situation
An owner-operated trades business in Kelowna, British Columbia was growing fast — headcount to 76 in eighteen months — and the back office had not kept up. A bookkeeping file where owner draws, payroll and supplier payments all landed in the same account was the first thing to break.
What we did
We reconciled receivables and payables to source documents and wrote off the balances that were genuinely uncollectible, with support, and built the compliance calendar for the size the business was becoming rather than the size it had been.
The result
The business reached 76 staff with no missed remittance and no late filing. $85,000 of working capital was freed in the process.
Case Study 2 · Sale and succession
Intergenerational Transfer Completed With $515,000 Deferred — Subscription Box Retailer, Vancouver
Client: A subscription box retailer · Where: Vancouver, British Columbia · Engagement: 8 weeks, fixed fee
Tax deferred$515,000
TransferCompleted
RecordsReview-ready
The situation
A generational transfer at a subscription box retailer in Vancouver, British Columbia had been discussed for years without a plan. Retained cash well above what the business needed to operate meant the transfer as contemplated would have been fully taxable.
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, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$515,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 3 · Objection and relief
$102,000 Of Penalties And Interest Cancelled On Relief — Mobile Pet-Grooming Company, Hamilton
Client: A mobile pet-grooming company · Where: Hamilton, Ontario · Engagement: 8 weeks, fixed fee
Penalties and interest cancelled$102,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $102,000 landed at a mobile pet-grooming company in Hamilton, Ontario following a desk review. The auditor had not seen the records behind eighteen months of unreconciled transactions and a shoebox of receipts.
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, then set out the legislative basis for the position alongside the documents supporting it.
The result
$102,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 4 · Cash and remittance control
$64,000 Of Working Capital Freed From The Tax Cycle — Small Law Practice, Burnaby
Client: A small law practice · Where: Burnaby, British Columbia · Engagement: 3 weeks, fixed fee
Working capital freed$64,000
On-time remittancesEvery period since
Forecast horizon13 weeks
The situation
A small law practice in Burnaby, British Columbia was profitable on paper and short of cash every month. A receivables list that included invoices collected eleven months earlier explained most of the gap.
What we did
We separated the owner’s personal spending out of the corporate accounts and cleared the resulting shareholder loan properly and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result
$64,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.
Case Study 5 · CRA review defended
Audit Defence Closed In 3 Weeks, $82,000 Cleared — Residential Cleaning Franchise, Victoria
Client: A residential cleaning franchise · Where: Victoria, British Columbia · Engagement: 3 weeks, fixed fee
Proposed tax cleared$82,000
Review duration3 weeks
OutcomeNo change
The situation
A residential cleaning franchise in Victoria, British Columbia 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 hubdoc setup and support came to $82,000.
What we did
We reconciled receivables and payables to source documents and wrote off the balances that were genuinely uncollectible, with support. 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. $82,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 6 · Backlog brought current
6 Years Filed, $122,000 Removed From The Assessed Balance — Equipment Rental Yard, Guelph
An equipment rental yard in Guelph, Ontario had not filed for 6 years. The CRA had issued arbitrary assessments, and the business was carrying a bookkeeping file where owner draws, payroll and supplier payments all landed in the same account on top of a growing interest balance.
What we did
We started with the oldest year and worked forward so each year's closing balances fed the next. 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, filing the years in sequence rather than all at once.
The result
Every year is now filed and assessed on actual figures. The notional assessments were vacated and $122,000 of the estimated balance came off, with a payment arrangement covering the rest.
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.
