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Frequently Asked Questions

Accounting

Do you help with incorporating a company and getting everything set up?

Yes we help incorporating and getting your company to the next level with their financials.

My investor requires quarterly reporting on specific metrics, is that included?

As we specialize in growth startups, we specialize our reporting to meet your investors needs. Lets you take your mind off the books and focus on sales and growth!

What type of reporting do I get each month?

We tailor reporting to each client, but our main suite of reports include; month end bank reconciliations, income statements, balance sheets and more!

What makes you different from a bookkeeper?

We are a full service accounting firm, providing more than a solution to manage your books, we help provide you valuable input on how to manage your company better through their financials.

Cashflow & Performance

Can you take over a forecast that was built for me?

Yes we can take over any forecast that was previously built and help to provide advice for new and improved reporting metrics.

I don’t know my key metrics or targets, are you able to help with that?

Yes as we are using a team of experts, we can build tailored reporting that matches your business and industry.

Can you do a short-term cashflow forecast?

Yes we can! Our team of experts can help you build any short term forecast to get a better handle of your cash.

What is the process like to create a forecast?

We will work with you directly on what is needed such as any revenue or expense outlooks. From there our team of experts will help you derive financial forecasts that reflect your outlooks.

Taxes

Are you able to do SR&ED or any similar tax credit returns?

Yes we can! Talk to our Growth Partner’s rep for more information and the suite of products we offer.

What if I haven’t filed a tax return before?

Not a problem! Our team of experts can help you file your tax returns and clean up your books so you can get accurate reporting going forward.

Are you able to do tax returns for companies outside of Canada?

Yes we can help with your taxes outside of Canada. Talk to our team for all in scope jurisdictions.

I have another bookkeeper that does my books, can you still do my taxes?

Yes we can. We can work with the bookkeeper to ensure the input into your accounting system is correct and from there process your taxes.

Get in touch with us

Discover how you can focus on your business, not its finances.
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