YOU HANDLE YEAR END, WE HANDLE DAY TO DAY

Let's Work Together

We know you don’t want to handle the day-to-day, you just want to do the year-end tax work. We get it.

We set up your clients on cloud-based accounting, receipt management and front-end platforms so you can prepare your clients’ taxes easily without a single paper document.

We’ll keep all your clients’ receipts in digital archives (ReceiptBank/HubDoc) and their financials are all prepared in cloud-based accounting platforms to we share a single ledger among all of us.

WHY THIS IS GOOD FOR YOU

  • Less Emails Requesting Support
  • Less Time on Low Margin Activities
  • You're a True Tax Specialist
  • Get Client Information Electronically
  • Electronic Access to Client's Receipts
  • Electronic Access to All Supporting Statements
  • No More Misplaced Documents
  • Work Remotely/From Home
  • Trial Balances Instead of Stacks of Receipts

So what kind of clients do we accept?

Medium sized businesses
(Think 5-20 employees)

Consulting/Agency
Businesses

Businesses that need detailed job costing

Businesses that want a weekly chat about their finances

FREQUENTLY ASKED QUESTIONS

We’re techies at heart. We’re love incorporating the IT side and day-to-day operations for organizations.

We will make sure that your Tax engagement with your client is as smooth as can be! We help them throughout the year and you keep your year-end client.

You caught us! We file our own taxes for our own corporations, a few friends and family clients with their taxes. We are no longer accepting any clients for this small tax practice.

LET'S WORK TOGETHER