Capital Tax & Accounting Services

Practical Financial Advice You Can Count On

Invest your time and efforts on running your business. Leave the accounting to me.

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Services

What We do

Comprehensive business plans, covering strategy, financials, and market analysis to help secure funding and drive growth

01.

Accounting Services

We provide unaudited financial statements under ASPE, IFRS, or Not-for-Profit standards. We assist in budget preparation, forecasting, and securing financing with banks like BDC. We design tailored accounting systems, policies, and internal controls for new or growing businesses, offering financial analysis and guidance throughout project lifecycles to ensure profitability.

02.

Tax Services

We prepare personal, self-employed, corporate, and partnership tax returns, offering expert advice on the Income Tax Act and tax planning. We ensure accurate filings, maximize deductions and credits, and provide estate planning services. We also handle HST filings and deferred tax analysis.

03.

Business Plan & Proposal

We create detailed business plans for new, franchise, or expanding businesses, covering executive summaries, product and service offerings, market analysis, marketing strategies, financial planning, and budgeting. Our plans have received positive feedback from banks and investors, aiding clients in securing funding.

04.

Accounting Systems Setup

We help organize accounting records, manage documents, perform bank reconciliations, and handle year-end adjustments. We also file sales tax and collaborate with your accountant for efficient year-end filings, ensuring no surprises and saving you time and money.

05.

Payroll setup and support

We provide comprehensive payroll support, including setting up new employees, handling terminations, filing T4s, and processing Records of Employment (ROEs). We’re available by phone, email, or Zoom for guidance, ensuring payroll compliance and accuracy, while managing administrative tasks efficiently.

06.

Bookkeeping Services

We help you establish organized accounting records by managing your documents efficiently, including electronic posting of cheques, deposits, payables, and invoices. We also handle bank reconciliations, year-end adjustments, and sales tax filings. If you already have an accountant, we’ll coordinate to streamline your year-end filings.
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