Who this is for
- Small business owners who would rather not do their own books
- Businesses with a few employees that need payroll done right
- GST registrants who need returns filed monthly, quarterly or annually
- Businesses that are behind on bookkeeping or GST filings and want to catch up
What to bring
- Bank and credit card statements for the business
- Sales invoices and receipts for expenses
- Employee details and pay rates, if you need payroll
- Your CRA business number and GST registration details, if registered
- Access to your existing bookkeeping records, if you have any
What is included
Bookkeeping. We record your income and expenses from your statements and receipts, reconcile the bank, and keep the records ready for your year-end return.
Payroll. We work out pay and deductions for your employees and prepare their pay stubs. We tell you how much to send to the CRA and when. We prepare the year-end slips.
GST filing. We prepare and file your GST returns on the schedule the CRA has set for your business. We tell you what to pay and when.
Monthly or quarterly
We agree a schedule that suits the business. Some clients send records every month, others every quarter. Each time, we record the period, reconcile the bank and flag anything that needs your attention. At year-end, the books are ready for your return.
Catch-up bookkeeping
If the books are months or years behind, we bring them up to date first. Catch-up work is a one-time job, separate from ongoing bookkeeping. We work from your bank statements, sales records and receipts, period by period, until the books reconcile. Then we file any GST returns that are overdue. Once the books are current, you can move to a regular schedule.
For missing tax returns as well, see unfiled and prior-year returns.
What we do not do
We do not perform audits or review engagements, and we do not issue assurance reports on financial statements.
How it works
- Call or request a callback. We ask about your business, how many transactions and employees you have, and what is already in place.
- Set up. We agree what you send us and how often, and confirm the fee.
- Ongoing. You send records on the agreed schedule. We keep the books, run payroll and file GST, and flag anything that needs your attention.
Fees
Fees depend on the volume of transactions, the number of employees and how often filings are due. Catch-up work is quoted separately, based on how far behind the records are. We confirm the fee before we start, and again if your business changes. See how our fees work.
Common questions
How often do you update the books?
That depends on the business. Some clients send records monthly, others quarterly. We agree a schedule with you at the start.
Do I need to register for GST?
Usually you must register once your sales pass $30,000. That can happen in one three-month period, or across the last four three-month periods added together. Some kinds of business must register from the start. Some choose to register early. We can look at your situation and tell you what applies.
What does payroll include?
We work out pay and deductions, prepare pay stubs, tell you how much to send to the CRA, and prepare year-end slips. Tell us how many employees you have and how often you pay them.
Can I speak to someone in Punjabi or Hindi?
Yes. Our team speaks English, Punjabi and Hindi. Tell us your preferred language when you call or request a callback.
Read before you call
- Corporate year end: what should you give your tax preparer?
- Do I need to register for GST if I earned less than $30,000?
- Charity gala? 7 tax-receipt mistakes to avoid before you sell a ticket
- Municipal vs provincial campaign finances in BC: 7 differences candidates should know
Related services
- Business Plans for Commercial Financing
- Corporate Tax Returns in Surrey
- Restaurant and Food Business Tax and Bookkeeping
- Unfiled and Prior-Year Tax Returns in Surrey
This page describes our service in general terms and is not advice about your individual situation.