613-544-6544 jamie@jcarsoncpa.com

Services

What we can do for your small business.

Year-end Packages

Corporations, Partnerships or unincorporated Sole Proprietors

  • Assurance (Audits and Reviews) or Non-Assurance (Notice to Reader) engagements
  • Financial Statements
  • Corporate Tax Return (T2) or Partnership Information Return (T-5013) as required
  • Full bookkeeping for all transactions during year, or adjustments to client provided figures only as required
  • Can include filing of HST return(s), T4, T5 slips, etc.

Full service packages (best value)

Superior value compared with all other offerings

  • Can be done on a bi-weekly, monthly, or quarterly schedule as desired
  • Includes year-end Financial Statements, in addition to more regular reporting packages as desired
  • Includes preparation of corporate and personal tax returns for owners
  • Full bookkeeping and year-end service. Books done with any one of the following: QuickBooks Online, Xero, QuickBooks desktop, Sage 50
  • Possible to fully automate (with apps) the delivery of bank statements, credit card statements, etc. directly to us. We can also set-up receipt/invoice backup and uploading solutions (with apps) as desired, to utilize the full power of cloud accounting and maximize the amount of time given back to you to focus on running your business
  • Includes recommendation for software and applications as required, to help you run your business more efficiently and have the business data you need at your fingertips for decision making
  • Can include any/all of the following: Payroll, HST, WSIB, EHT, etc. in addition to services listed above

 

Business advisory services

Software, planning and analysis

  • Software and application selection to improve efficiency
  • Forecasting, budgeting and financial analysis
  • Assistance with any and all aspects of a business plan

Personal tax returns

All regular income slips (T slips), deductions and credits, as well as:

  • Business Statements (T-2125)
  • Rental Statements (T-776)
  • Employment Expenses (T-777)
  • All other aspects of personal taxes, including estimates/planning
  • Please contact for more information