Our Services

What's Included :

  • Bank Reconciliation - Stay on top of your transactions with precise matching, discrepancy resolution, and real-time updates.

  • Accounts Payable Management - Streamline vendor payments, track due dates, and avoid late fees with automated processing.

  • Accounts Receivable Management - Improve cash flow by monitoring outstanding invoices, sending payment reminders, and optimizing collections.

  • Financial Reporting - Generate detailed reports, visualize financial trends, and make informed decisions with QuickBooks Online's or Xero's powerful analytics.

Monthly Bookkeeping
Accounting System Setup
Tax Compliance
Catch Up / Cleanup Bookkeeping
Fractional Virtual Controller

Leveraging QuickBooks Online, we provide a seamless, cloud-based solution that ensures your financial records are always up-to-date and accessible from anywhere.

What's Included :

  • Document Review - Identify missing transactions, discrepancies, and outdated entries.

  • Cleanup Accounting - Reconcile accounts, correct errors, and organize financial data.

  • Financial Reporting - Generate detailed financial reports, offer insights into business's health and help you make informed decisions.

Navigating tax regulations can be complex, but our Tax Services ensure accuracy, efficiency, and peace of mind for businesses and individuals. We handle HST / GST filing, T2 corporate returns, and T1 personal tax returns, making sure your tax obligations are met on time while maximizing deductions and credits. Tax returns are available for all provinces and territories except Quebec.

Our Tax Compliance Services :

  • HST / GST filing - Accurate reporting and timely submission of HST / GST to avoid penalties and ensure compliance.

  • T2 Corporate Tax Return - Preparation and filing of corporate tax returns.

  • T1 Personal Tax Return - Comprehensive tax filing for individuals, ensuring proper deductions, credits, and compliance with CRA regulations.

  • Audit Support & Compliance - Assistance in navigating CRA audits, ensuring proper documentation and compliance with tax laws.

A Fractional Controller provides professional financial leadership tailored to your business needs, offering strategic guidance without the overhead of a full-time executive. Whether you are a startup, small business, or growing enterprise, our Fractional Controller Services deliver budgeting, forecasting, business metrics analysis, policy development, cash flow management, and audit assistance to drive financial success.

Key Services We Provide :

  • Budgeting & Forecasting - Develop comprehensive financial models to project revenue, expenses, and profitability, ensuring informed decision-making.

  • Business Metrics & Performance Analysis - Track key financial indicators, assess profitability, and refine business strategies based on real-time data.

  • Policy & Operational Planning - Design financial policies and operational frameworks to align with business goals and regulatory compliance.

  • Cash Flow Management - Optimize cash flow cycles, monitor liquidity, and implement strategies to maintain financial stability.

  • Audit Assistance & Compliance - Support audit, and address compliance issues to mitigate risks.

Setting up the right accounting system is crucial for maintaining accurate financial records, optimizing business operations, and ensuring compliance. Our accounting system setup service provides businesses with a fully customized financial infrastructure using industry-leading solutions like QuickBooks Online tailored to your business needs.

What we Offer :

  • Software Integration - Using QuickBooks Online for your business and integrate it seamlessly with existing financial processes.

  • Data Migration & Accuracy Checks - Transfer financial records, invoices and historical data while ensuring accuracy and completeness.

  • Chart of Accounts Setup - Structure your accounting system for easy transaction tracking and effective financial reporting.

  • Bank & Payment Gateway Integration - Connect bank accounts and payment systems for automated reconciliations and smooth financial operations.

  • Tax Configuration & Compliance - Set up sales tax filing, tax codes, and regulatory reporting to ensure compliance.

  • Invoice & Expense Management - Implement efficient tools to track invoices, manage expenses, and optimize cash flow.

  • Automated Reporting & Dashboards - Access real-time financial data through intuitive dashboards for improved decision-making.

  • Training & Ongoing Support - Receive hands-on training for your team, ensuring they can efficiently use and manage the system. Get continuous support for troubleshooting, updates, and process optimization. 

It is ideal for companies that have fallen behind or need a fresh, accurate foundation for ongoing bookkeeping.

See what our clients say:

Small business team working together on bookkeeping and tax planning
Small business team working together on bookkeeping and tax planning
Bookkeeper reviewing financial reports and forecasts on a computer
Bookkeeper reviewing financial reports and forecasts on a computer
Business owner shaking hands with an accountant after a tax consultation
Business owner shaking hands with an accountant after a tax consultation

Contacts

advisory@thettin.net

Office

Waterloo Region