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Services
Services
Services
Six engagements, each scoped in writing before it begins. Most clients combine bookkeeping with a year-end and payroll; you are welcome to take only what you need.
Six engagements, each scoped in writing before it begins. Most clients combine bookkeeping with a year-end and payroll; you are welcome to take only what you need.
01 Service
Bookkeeping & monthly close
Bookkeeping & monthly close
Bookkeeping & monthly close
Your accounts reconciled every month rather than rebuilt in a panic each spring. We close the month, review the anomalies and send a short report written in plain language.
Your accounts reconciled every month rather than rebuilt in a panic each spring. We close the month, review the anomalies and send a short report written in plain language.
What’s included
What’s included
01
01
Bank, credit card and loan reconciliation
Bank, credit card and loan reconciliation
02
02
Accounts payable and receivable upkeep
Accounts payable and receivable upkeep
03
03
Month-end close with working papers
Month-end close with working papers
04
04
Monthly management report and commentary
Monthly management report and commentary
05
05
Year-end file handed to the tax team ready to use
Year-end file handed to the tax team ready to use
02 Service
Corporate tax — T2
Corporate tax — T2
Corporate tax — T2
Year-end financial statements and your T2 return, with the planning conversation held before your year-end closes, while decisions can still change the outcome.
Year-end financial statements and your T2 return, with the planning conversation held before your year-end closes, while decisions can still change the outcome.
What’s included
What’s included
01
01
Compilation or review engagement financial statements
Compilation or review engagement financial statements
02
02
T2 corporate return and supporting schedules
T2 corporate return and supporting schedules
03
03
Salary, dividend and bonus planning
Salary, dividend and bonus planning
04
04
Instalment calculations for the coming year
Instalment calculations for the coming year
05
05
CRA correspondence handled on your behalf
CRA correspondence handled on your behalf
03 Service
Personal tax — T1
Personal tax — T1
Personal tax — T1
Owner, spouse and family returns prepared together, so credits, income splitting and carry-forwards are considered across the household rather than one return at a time.
Owner, spouse and family returns prepared together, so credits, income splitting and carry-forwards are considered across the household rather than one return at a time.
What’s included
What’s included
01
01
T1 returns for owners and family members
T1 returns for owners and family members
02
02
Rental, investment and self-employment schedules
Rental, investment and self-employment schedules
03
03
RRSP, FHSA and TFSA contribution planning
RRSP, FHSA and TFSA contribution planning
04
04
Instalment reminders ahead of each deadline
Instalment reminders ahead of each deadline
05
05
Review and response to CRA assessments
Review and response to CRA assessments
04 Service
GST/HST
GST/HST
GST/HST
Registration, returns on your filing frequency, and input tax credit records organised well enough to withstand a CRA review without a scramble for receipts.
Registration, returns on your filing frequency, and input tax credit records organised well enough to withstand a CRA review without a scramble for receipts.
What’s included
What’s included
01
01
GST/HST registration and account setup
GST/HST registration and account setup
02
02
Monthly, quarterly or annual return preparation
Monthly, quarterly or annual return preparation
03
03
Input tax credit review and documentation
Input tax credit review and documentation
04
04
Quick Method assessment where it saves money
Quick Method assessment where it saves money
05
05
Support during CRA queries and audits
Support during CRA queries and audits
05 Service
Payroll & source deductions
Payroll & source deductions
Payroll & source deductions
Pay runs on schedule, remittances made on time, and the year-end slips produced without the February scramble that most small employers know too well.
Pay runs on schedule, remittances made on time, and the year-end slips produced without the February scramble that most small employers know too well.
What’s included
What’s included
01
01
Scheduled pay runs and direct deposit files
Scheduled pay runs and direct deposit files
02
02
CPP, EI and income tax remittances
CPP, EI and income tax remittances
03
03
Records of employment (ROE) filing
Records of employment (ROE) filing
04
04
T4 and T4A preparation and filing
T4 and T4A preparation and filing
05
05
WSIB and EHT reporting where applicable
WSIB and EHT reporting where applicable
06 Service
Advisory & forecasting
Advisory & forecasting
Advisory & forecasting
The conversations that are hard to have without current numbers: whether to incorporate, how to pay yourself, whether the next hire is affordable, and what the cash position looks like in six months.
The conversations that are hard to have without current numbers: whether to incorporate, how to pay yourself, whether the next hire is affordable, and what the cash position looks like in six months.
What’s included
What’s included
01
01
Rolling cash-flow forecast
Rolling cash-flow forecast
02
02
Compensation mix: salary versus dividends
Compensation mix: salary versus dividends
03
03
Incorporation and structure review
Incorporation and structure review
04
04
Budget versus actual reporting
Budget versus actual reporting
05
05
Lender and grant application support
Lender and grant application support
07 Common questions
Before you ask.
Before you ask.
Before you ask.
If your question is not here, the discovery call is free and there is no obligation attached to it.
How are your fees structured?
How are your fees structured?
Most engagements are quoted as a fixed monthly or annual fee based on transaction volume, payroll size and the number of returns. You receive the figure in writing before any work begins, and it does not change unless the scope does.
Most engagements are quoted as a fixed monthly or annual fee based on transaction volume, payroll size and the number of returns. You receive the figure in writing before any work begins, and it does not change unless the scope does.
Can you take over from our current accountant?
Can you take over from our current accountant?
Yes, and it is routine. With your written authorisation we request the prior year files and CRA access, then reconcile the opening balances before we begin. Most transitions are complete within two to three weeks.
Yes, and it is routine. With your written authorisation we request the prior year files and CRA access, then reconcile the opening balances before we begin. Most transitions are complete within two to three weeks.
Do we have to meet in person?
Do we have to meet in person?
No. Most clients work with us entirely remotely, with documents exchanged through a secure portal. If you prefer to meet at the office, you are very welcome.
No. Most clients work with us entirely remotely, with documents exchanged through a secure portal. If you prefer to meet at the office, you are very welcome.
What accounting software do you work in?
What accounting software do you work in?
QuickBooks Online and Xero for the ledger, with Dext for document capture. If you are on desktop software we will discuss whether moving is worth the disruption before recommending it.
QuickBooks Online and Xero for the ledger, with Dext for document capture. If you are on desktop software we will discuss whether moving is worth the disruption before recommending it.
What happens if we are behind on filings?
What happens if we are behind on filings?
It is more common than you would expect and it is fixable. We start with a catch-up engagement to bring filings current, deal with the CRA on penalties and interest where there is a case to be made, then move you onto the regular cadence.
It is more common than you would expect and it is fixable. We start with a catch-up engagement to bring filings current, deal with the CRA on penalties and interest where there is a case to be made, then move you onto the regular cadence.
Book a consultation
Not sure which of these
you actually need?
Not sure which of these
you actually need?
Not sure which of these
you actually need?
That is exactly what the first call is for. Bring your year-end date and your last set of statements and we will tell you plainly what is required and what is optional.
That is exactly what the first call is for. Bring your year-end date and your last set of statements and we will tell you plainly what is required and what is optional.
Book a consultation
Call the office
01
Bank, credit card and loan reconciliation
02
Accounts payable and receivable upkeep
03
Month-end close with working papers
04
Monthly management report and commentary
05
Year-end file handed to the tax team ready to use
01
Compilation or review engagement financial statements
02
T2 corporate return and supporting schedules
03
Salary, dividend and bonus planning
04
Instalment calculations for the coming year
05
CRA correspondence handled on your behalf
01
T1 returns for owners and family members
02
Rental, investment and self-employment schedules
03
RRSP, FHSA and TFSA contribution planning
04
Instalment reminders ahead of each deadline
05
Review and response to CRA assessments
01
GST/HST registration and account setup
02
Monthly, quarterly or annual return preparation
03
Input tax credit review and documentation
04
Quick Method assessment where it saves money
05
Support during CRA queries and audits
01
Scheduled pay runs and direct deposit files
02
CPP, EI and income tax remittances
03
Records of employment (ROE) filing
04
T4 and T4A preparation and filing
05
WSIB and EHT reporting where applicable
01
Rolling cash-flow forecast
02
Compensation mix: salary versus dividends
03
Incorporation and structure review
04
Budget versus actual reporting
05
Lender and grant application support
How are your fees structured?
Most engagements are quoted as a fixed monthly or annual fee based on transaction volume, payroll size and the number of returns. You receive the figure in writing before any work begins, and it does not change unless the scope does.
Can you take over from our current accountant?
Yes, and it is routine. With your written authorisation we request the prior year files and CRA access, then reconcile the opening balances before we begin. Most transitions are complete within two to three weeks.
Do we have to meet in person?
No. Most clients work with us entirely remotely, with documents exchanged through a secure portal. If you prefer to meet at the office, you are very welcome.
What accounting software do you work in?
QuickBooks Online and Xero for the ledger, with Dext for document capture. If you are on desktop software we will discuss whether moving is worth the disruption before recommending it.
What happens if we are behind on filings?
It is more common than you would expect and it is fixable. We start with a catch-up engagement to bring filings current, deal with the CRA on penalties and interest where there is a case to be made, then move you onto the regular cadence.
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline