Bookkeeping & financial reporting
Monthly reconciliations, organized ledgers and reporting for operating businesses and related entities.
Explore bookkeepingServices · Canada & US
The right support.
For the work ahead.
Virtual accounting and tax support for businesses and individuals. Start with ongoing books, a filing need or a more complex corporate situation.
Accounting and tax, connected.
US corporate tax
Standalone and consolidated corporate compliance, book-to-tax reconciliation and federal/state reporting within an agreed scope.
Explore US corporate taxCross-border business
Canada–US operations, foreign-owned US entities, intercompany balances and international reporting support.
Explore cross-border businessCross-border personal tax
Canada–US personal filing support, investment records and foreign-account or foreign-entity reporting review.
Explore personal taxUS multistate tax
State filing-footprint reviews, apportionment, combined/separate reporting support, estimates and tax schedules.
Explore multistate supportAcquisition & tax integration
Short-period records, acquired entities, inherited filing work and coordination after an ownership change.
Explore acquisition supportTax provision & reconciliation
Current/deferred tax schedules, provision-to-return support and reconciliations connecting financial records, workpapers and return outputs.
Discuss tax accountingCanadian corporate tax & HST support
Canadian corporate filing and historical-compliance support, plus HST accounting and issue review. We confirm the applicable work and delivery scope first.
Discuss Canadian servicesPartnership tax support
Partnership returns and workpapers, capital-account and distribution analysis, and reporting questions around ownership changes.
Discuss partnership needsNonprofit reporting
US nonprofit return preparation/review and amendments, functional expense schedules and supporting reporting records.
Discuss nonprofit reportingNotices & compliance cleanup
Accounting reconstruction, payment reconciliations, notice-response support and records for audit information requests. Representation and technical positions are scoped separately.
Discuss a notice or backlogA clear scope from the start.
Understand the situation
We discuss the people or entities involved, countries, records, tax years and deadlines.
Agree the work
Your engagement sets out the deliverables, responsibilities and fees, including any coordination with other advisers.
Work virtually
Meet remotely and arrange an appropriate way to share detailed records once the engagement is confirmed.
A conversation comes first
Let’s talk about your next step.
Tell us what you need, where you operate and the timing. We’ll confirm a practical scope and quote.