Custom Add-Ons & Project Billings
Build on your monthly package with additional services, or bring us in for one-time
projects when you need them.
Monthly Add-On Services
Investment Bookkeeping
Recording investment transactions and reconciling T-slips to ensure accurate year-end reporting.
Financial Statements
Preparation of Compiled Financial Statements in accordance with GAAP/ASPE for private companies.
Payroll Schedule & T4
Preparation of annual payroll schedule for CRA source deductions/RRSP contributions + annual T4 filing.
Personal Tax Return
Preparation and filing of personal T1 tax returns.
QuickBooks Online Subscription
A monthly subscription fee to use QuickBooks Online.
Trust (T3) Return
Preparation and filing of T3 Trust return with the CRA.
One-Time Project & Advisory Billings
FNPC Client Onboarding
Waived with Advisory Edge & Strategic Ally
Facilitates an easy transition for new clients, including:
- Collection and organization of financial records
- Chart of accounts review & accounting software setup
- System optimization for efficient ongoing operations
Service Item
Scope of Work
Bookkeeping Clean Up
A one time charge billed to cover the costs of bookkeeping clean up required to begin year end accounting.
Capital Dividend Request
Preparation and filing of capital dividend elections to distribute tax-free funds from your corporation to shareholders.
Financing Support
Preparation of cash flow projections and forecasted financials for financing purposes.
Corporate Restructures
Consulting on corporate restructures, including client planning and preparing supporting memos for legal counsel.
CRA Audit Support
Providing direction, preparing documentation, and supporting you throughout CRA audits to ensure compliance and clarity.
Industry Canada Annual Return
Preparation and filing of your Industry Canada annual return to keep your corporation compliant and in good standing.
Interested in becoming a client?
Tell us a little about your business and we’ll help you find the package that fits.