What We Actually Do

Look, Canadian corporate tax isn't something you want to wing. Especially when you're dealing with SR&ED credits, capital gains exemptions, and trying to figure out if your US parent company's setup is gonna cause you headaches with transfer pricing.

What's Included:

• Corporate tax return preparation - We handle your T2 and all the schedules that come with it
• SR&ED credit applications - If you're doing R&D (and most tech companies are), you should be claiming these credits. We'll maximize what you get back.
• Tax planning strategies - Proactive stuff like income splitting, timing of expenses, and structuring things to minimize your tax hit
• Cross-border tax guidance - Got US investors or customers? We'll help you navigate the complications that creates
• CRA correspondence - If the tax folks come knocking, we handle the back-and-forth so you don't have to

Who This Is For:

Any incorporated business, but especially tech companies dealing with R&D activities, stock options, and investors who want proper tax planning in place.

Your investors want numbers they can trust. Your board needs monthly reports that actually mean something. And you need to understand what's really going on in your business beyond just checking your bank balance.

What We Deliver:

• Monthly financial statements - P&L, balance sheet, and cash flow statements ready within 10 days of month-end
• Management reports - The metrics that actually matter for your business (MRR, churn, CAC, LTV, burn rate, runway, etc.)
• Investor reporting packages - Clean, professional reports that VCs and angels expect to see
• Budget vs. actual analysis - See where you're on track and where things are going sideways
• Year-end financial statements - Notice to reader or review engagement, whatever your situation requires
• Financial modeling support - Help building projections for fundraising or strategic planning

The Real Value:

It's not just about having pretty-looking reports. We'll walk you through what the numbers are telling you, flag things that need attention, and help you make better decisions based on your financial data.

Yeah, bookkeeping's boring. Nobody started a tech company because they love reconciling bank statements. But messy books create real problems - missed tax deductions, wrong decisions based on bad data, and a scramble when investors ask to see your financials.

Bookkeeping Services:

• Transaction coding and entry - All your expenses, revenue, and transfers properly categorized
• Bank and credit card reconciliation - Monthly reconciliation to make sure everything matches
• Accounts payable/receivable - Track what you owe and what's owed to you
• Expense management - Handle employee expense submissions and reimbursements
• Cloud accounting setup - Get you properly set up in QuickBooks Online, Xero, or whatever works for you

Payroll Services:

• Payroll processing - Your team gets paid accurately and on time, every time
• Payroll tax remittances - CPP, EI, income tax - all handled and filed on schedule
• T4 and ROE preparation - Year-end slips and records of employment when needed
• Stock option tracking - Properly track and report option grants and exercises
• Contractor payments - Handle your 1099/T4A contractors properly

This is where we go beyond just crunching numbers. You're making big decisions all the time - raising money, hiring your first CFO, expanding to the US, changing your pricing model. Having someone who understands both the numbers and how tech companies actually work is pretty valuable.

What We Help With:

• Fundraising preparation - Get your financials investor-ready and help model out your projections
• Pricing strategy - Figure out what to charge and how to structure your pricing
• Unit economics analysis - Make sure your CAC, LTV, and margins actually make sense
• Cash flow forecasting - Know how much runway you've got and when you'll need more money
• Expansion planning - Think through the financial implications of new markets, products, or hiring plans
• Exit preparation - Get ready for due diligence if you're looking at acquisition offers
• Regular strategy sessions - Monthly or quarterly check-ins to review performance and plan ahead

Why This Matters:

A lot of accounting firms just tell you what happened last month. We'd rather help you figure out what should happen next month. Your accountant should be a strategic advisor, not just a compliance checkbox.

Sales tax in Canada is more complicated than it should be. Different rates depending on where your customer is, different rules for digital goods versus physical products, and the CRA gets really cranky if you mess it up.

What We Handle:

• GST/HST registration - Get you registered when you need to be (sometimes it's optional, sometimes it's not)
• Regular filing - Monthly, quarterly, or annual returns depending on your volume
• Input tax credit optimization - Make sure you're claiming back all the GST/HST you can
• Provincial sales tax compliance - For provinces with separate PST (BC, Saskatchewan, Manitoba, Quebec)
• Place of supply determinations - Figure out which tax rate applies to each sale
• Audit support - If CRA decides to review your returns, we handle the audit

Special Considerations for Tech Companies:

If you're selling SaaS or digital products, the rules get weird. There are specific regulations about when HST applies to digital goods, and if you're selling to customers outside Canada, there are different considerations. We've dealt with all of it.

If you're still using desktop accounting software or (god forbid) spreadsheets for everything, you're making your life way harder than it needs to be. Cloud accounting isn't just about software - it's about having real-time visibility into your finances from anywhere.

What We Set Up:

• QuickBooks Online or Xero setup - Get you properly configured with the right chart of accounts and settings
• Bank feed connections - Auto-import your transactions so nothing falls through the cracks
• App integrations - Connect your payment processors, CRM, payroll, expense tools, whatever you're using
• Automated workflows - Set up rules and automations to reduce manual data entry
• Custom dashboards - Real-time visibility into your key metrics
• User access setup - Give your team appropriate access without compromising security
• Training and documentation - Make sure you and your team know how to use everything

Why Cloud Matters:

When everything's connected and in the cloud, you can see your financial picture anytime, anywhere. Your accountant can work in the same system as you. Bank feeds mean fewer missed transactions. And when it's time for taxes or investor reports, everything's already organized.