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About us
Who we serve
CFO Toolkit
Balance Sheet Legal Agreements
Balance Sheet Hot Items
Checklist to IRS/CRA Proof your Corporate Tax Return
Complete Circle of Documentation
Our services
Contact us
📞 647-508-9484
đź“„Complete Circle of Documentation
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👉Assets
1. Accurate and timely bookkeeping
2. F/S that easily tie back to source documents
3. Monthly or quarterly balance sheet reconciliations.
1, 2 & 3 give 90% of your CCD 4, 5, 6 give you your final 10%
4. Monthly or quarterly YTD continuity Schedules for all balance sheet hot items including the Shareholder’s Equity Section.
See Hot Assets Summary
5. Gather all legal documents pertaining to your balance sheet
See Balance Sheet Legal Documents​
See Income Statement Legal Documents​
See Cashflow Statement Legal Documents​
6. Tie it all together
Monthly or quarterly; reconcile the “Legal Work” to the “Continuity Schedules” to the Financial Statements.
This is where the “rubber hits the road”!!
Step 6 will keep you out of trouble with CRA
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📞 647-508-9484
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© 2024 The Mac Tax
📞 647-508-9484