Question 1

Do you prepare corporate tax returns?

Accepted Answer

Our specialty is getting your books perfectly filing-ready: clean year-end financial statements and supporting schedules your accountant can file from directly. That saves you real money — your accountant spends their time on tax strategy instead of fixing bookkeeping. And if you need a filer, ask us about our wonderful network of accountants — we'll connect you with the right fit.

Question 2

Do you do personal tax returns?

Accepted Answer

We focus on what we do best — monthly bookkeeping, payroll, HST/GST, and year-end prep — so your return is a breeze for whoever files it. For personal returns, ask us about our wonderful network of trusted accountants; we're happy to make the introduction.

Question 3

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

Accepted Answer

Essentials ($650/mo) covers up to 50 transactions and 5 employees, with monthly bookkeeping, HST filing prep, and payroll support. Growth ($850/mo) doubles the transaction limits and adds weekly bookkeeping as an option, while Professional ($1,150/mo) reaches 200 transactions and adds 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. Come filing time, your CPA gets clean, ready-to-file financials from us — and if you need a CPA, ask us about our wonderful network of accountants.

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