Bookkeeping and tax filing are closely connected, but they are delivered as distinct services.
Our bookkeeping services ensure your financial records are accurate, organized, and up to date. Tax filing and compliance focus on submitting returns, meeting deadlines, and keeping your business aligned with regulatory requirements.
We provide both as part of a complete financial support structure, ensuring your books and filings stay aligned and nothing is missed.
For corporate tax filings (T2), we coordinate directly with our trusted network of tax professionals or collaborate seamlessly with your existing CPA or accountant. This ensures your financial information flows accurately and efficiently through to filing, without duplication or gaps.
To learn more about our tax and compliance services, visit our Taxes & Compliance Services page.
Every client begins with the 90-Day Growth Audit™. It allows us to understand your business, assess your current setup, and identify any cleanup or foundation work needed before ongoing support begins. From there, we build a plan tailored to your operations, so you’re set up properly from day one.
It depends on how far behind things are and what needs to be cleaned up. During the 90-Day Growth Audit™, we assess your records and create a clear timeline. Most clients see current, reliable books within 90-120 days. For more complex situations requiring deeper cleanup, we prioritize getting you the visibility and reporting you need right away while working through historical corrections in the background.