6 KPI Dashboard Development 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 kpi dashboard development work, not a general example.
Case Study 1 · Records and systems rebuilt
9 Months Reconciled And $7,200 Of Input Tax Recovered — Clinic Group Acquiring a, Halifax
Client: A clinic group acquiring a competitor · Where: Halifax, Nova Scotia · Engagement: 5 weeks, fixed fee
Months reconciled9
Input tax recovered$7,200
Close time6 days
The situation
A clinic group acquiring a competitor in Halifax, Nova Scotia was carrying an owner making hiring decisions on last quarter’s bank balance. Nothing reconciled, and every filing started with 9 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
9 months reconciled to the bank. The close now takes 6 days, and $7,200 of previously unclaimable input tax was recovered in the process.
Case Study 2 · Deadline rescue
$18,000 Late-Filing Penalty Cancelled On Relief Application — Technology Company Preparing to, Regina
Client: A technology company preparing to raise · Where: Regina, Saskatchewan · Engagement: 6 weeks, fixed fee
Penalty cancelled$18,000
Relief applicationGranted
ReturnAccepted as filed
The situation
A technology company preparing to raise in Regina, Saskatchewan had already missed one deadline and was about to miss a second. Behind it sat a covenant breach discovered only when the bank called, and a penalty of $18,000 was accruing.
What we did
We split the work into what had to happen before the deadline and what could follow it, then built a rolling thirteen-week cash-flow model, tightened collections, and renegotiated supplier terms so the growth stopped consuming the bank balance.
The result
The outstanding return was accepted as filed, and the taxpayer relief application cancelled $18,000 of the penalty already assessed on the earlier year.
Case Study 3 · Objection and relief
$88,000 Of Penalties And Interest Cancelled On Relief — Family Business Planning Succession, Moncton
Client: A family business planning succession · Where: Moncton, New Brunswick · Engagement: 8 weeks, fixed fee
Penalties and interest cancelled$88,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $88,000 landed at a family business planning succession in Moncton, New Brunswick 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 rebuilt the reporting around gross margin by service line, which showed two of five offerings were losing money at the current price, then set out the legislative basis for the position alongside the documents supporting it.
The result
$88,000 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 · Structure rebuilt
Corporate Structure Rebuilt For $73,000 Of Annual Savings — Mid-Sized Professional Services Firm, Toronto
Client: A mid-sized professional services firm · Where: Toronto, Ontario · Engagement: 6 weeks, fixed fee
Saving per year$73,000
DocumentationComplete
Transfer basisRollover
The situation
The structure at a mid-sized professional services firm in Toronto, Ontario had been set up years earlier for a business that no longer existed, and revenue up 40% year over year and a bank balance that kept falling had become expensive.
What we did
We modelled the covenant ratios monthly and restructured the debt before the next test date rather than after it. The reorganisation used the rollover provisions rather than a taxable transfer, so no tax fell due on the restructuring itself.
The result
$73,000 of annual saving, achieved on a tax-deferred basis. The minute book, elections and valuations are all in the file.
Case Study 5 · Backlog brought current
Collections Halted And $19,000 Cut From A 6-Year Backlog — Manufacturer Planning a Plant, Ottawa
Client: A manufacturer planning a plant expansion · Where: Ottawa, Ontario · Engagement: 4 weeks, fixed fee
Balance reduced by$19,000
Backlog cleared6 years
CollectionsHalted
The situation
By the time a manufacturer planning a plant expansion in Ottawa, Ontario called, 6 years were outstanding and the CRA had assessed on estimates. Underneath it sat a growth plan with no forecast behind it and no financing lined up.
What we did
We reconstructed the records year by year and produced a board-ready monthly package — cash, margin, pipeline and covenant headroom — that replaced a spreadsheet nobody trusted. Each filing replaced an arbitrary assessment with a real one.
The result
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $19,000, and a relief application addressed part of the accumulated interest.
Case Study 6 · Sale and succession
$410,000 Sheltered By The Lifetime Capital Gains Exemption — Fast-Growing E-Commerce Brand, Saskatoon
A fast-growing e-commerce brand in Saskatoon, Saskatchewan had an offer on the table and 18 months to close. The shares did not qualify for the capital gains exemption, and passive assets sitting inside the operating company, disqualifying the shares was part of the reason.
What we did
We purified the corporation so the shares met the qualifying tests, then built a rolling thirteen-week cash-flow model, tightened collections, and renegotiated supplier terms so the growth stopped consuming the bank balance well ahead of the closing date.
The result
The sale closed on schedule with $410,000 sheltered by the lifetime capital gains exemption across the shareholders.
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.
