Our services.

Generally yes, even with low volume. Regular close keeps GST/HST filings accurate, surfaces issues early, and gives you a real profit-and-loss view period over period. A less frequent cadence can work for very simple files, but it is the exception, not the rule.

Yes, in some scenarios. If your in-house team keeps clean books and follows the reconciliation discipline our T2 work depends on, we can do tax-only. If the books arrive in poor shape, cleanup is part of the T2 engagement and the fee reflects that.

Registration is mandatory once worldwide sales of taxable goods and services exceed CAD 30,000.00 in a single quarter or four consecutive quarters. Voluntary registration below that is often a smart move to recover Input Tax Credits on startup costs. Our GST/HST threshold tracker gives a quick read on where you stand.

It depends on cash needs, RRSP room, CPP contribution preference, expected future income, and the corporation's taxable income. There is no universal rule. We model the after-tax outcome of each mix and pick what optimizes your specific situation, then revisit annually. Our salary vs dividend tool gives an initial read on the trade-offs.

Much more. Categorization is the easy part. The work that matters has four layers.

Consistency. The same transactions categorized the same way every cycle. Without consistency, comparisons across periods mean nothing and trend analysis is impossible.

Compliance with CRA rules. Revenue recognition timing, the 50% rule on meals and entertainment, capitalizing assets rather than expensing them, splitting vehicle and home-office costs between business and personal use, treating shareholder loans and capital dividends correctly. Getting these right at the entry level prevents reassessments later.

Documentation procedures. Every transaction backed by source documents (receipts, invoices, contracts, mileage logs) stored in a system that survives a CRA review. Procedures defined during onboarding and followed every cycle.

Organization. Chart of accounts structured so reporting is meaningful, related accounts grouped, GST/HST and payroll liabilities tracked separately from operating accounts, sub-ledgers reconciled to the general ledger.

The output is a set of books a CRA reviewer can audit, a lender can underwrite, and an owner can actually use to make decisions.

We get authorized as a representative on your CRA file. You keep ownership of the account; we just have the access needed to do the work.

What we can do: view notices and assessments, file T2 and GST/HST returns, request transcripts and instalment summaries, respond to review letters, communicate with CRA agents on your behalf, and pull your corporate and payroll balances.

What we cannot do: change the legal ownership of the corporation, add or remove directors, access your personal CRA My Account (T1) without separate authorization, or change your banking and direct deposit details on file with CRA.