Small Business Client

Case Study Small Business

CASE STUDY - Small Business Client

“From sleep loss to peace of mind”


  • Client had not filed personal income tax returns or GST returns for 5 years.


  • Assessed the client business situation over the last 5 years to determine gaps in financial reporting and critical areas requiring immediate attention in terms of compliance
  • Develop a realistic schedule consisting of all deliverables required by the client, their bookkeeper, and my firm to provide accurate and compliant reporting for tax filing.
  • Oversaw the quality of data provided by bookkeepers and incorporated corrections as required.
  • Negotiated the delivery and payment timeline with CRA to ensure accuracy and compliance, within the client’s ability to deliver and pay.


  • The CRA accepted the delivery and payment plan. The client is now able to focus on their business and sleep better at night.

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