Question 1

Do you prepare corporate tax returns?

Accepted Answer

No — we prepare accurate, clean year-end financial statements and supporting schedules for your accountant to file your corporate tax return. This saves you money because your accountant spends less time fixing bookkeeping errors and more time on tax strategy.

Question 2

Do you do personal tax returns?

Accepted Answer

No, we do not prepare personal tax returns. Our focus is on monthly bookkeeping, payroll, HST/GST, and year-end financial prep for your accountant. We work with several trusted accountants we can refer you to if needed.

Question 3

What's the difference between the Bronze and Silver packages?

Accepted Answer

Bronze ($595/mo) covers up to 100 transactions and 5 employees, with monthly bookkeeping, HST filing prep, and payroll support. Silver ($895/mo) doubles the transaction and employee limits, adds weekly bookkeeping as an option, includes WSIB/EHT remittances, US payroll support, and year-end prep.

Question 4

How do catch-ups and clean-ups work?

Accepted Answer

We charge a prorated, discounted flat fee for each month of catch-up work. You send us your bank statements, receipts, and any existing records — we sort, categorize, reconcile, and rebuild your books from the ground up. Most clean-ups take 2–6 weeks depending on how far behind you are.

Question 5

Do you work with US clients?

Accepted Answer

Yes! We serve clients across Canada and the United States. For US clients, we handle QuickBooks Online bookkeeping, payroll processing ($15/employee + $40 software fee), and estimated tax planning. We do not file US corporate or personal tax returns, but we prepare clean financials for your CPA.

Question 6

What is a T5018 and do I need to file one?

Accepted Answer

The T5018 is a Canadian information return for construction subcontractors who pay other subcontractors. If you're in construction and paid subcontractors more than $500 in a year, you likely need to file. We track these payments in QBO and prepare the filing for you.

Question 7

How do I send you my documents?

Accepted Answer

Everything is cloud-based. We use Google Drive shared folders, direct email, or secure document upload. You can snap photos of receipts with your phone, forward email invoices, or upload PDFs — we handle the rest.

Question 8

Can I buy just one template, or do I need the bundle?

Accepted Answer

You can buy any template individually ($9–$59 each). The $199 Complete Template Bundle includes all 11 paid templates plus the free expense tracker — over $100 off the $300 combined value. All templates are delivered as both Excel and Google Sheets files by email after payment.

Frequently Asked Questions

Frequently Asked Questions