đź“„Complete Circle of Documentation

👉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.

5. Gather all legal documents pertaining to your balance sheet

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

Our Services

Corporate Compliance

Personal Compliance

Corporate Tax Strategies

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