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.