FOR OUR GROWING BOOKKEEPING CLIENTS, WE WILL PREPARE A COMPLEMENTARY ANNUAL BUDGET
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Business owners, here is something many small business owners never know until it’s too late. You do not need financial statements in many cases to file your corporate tax. Why? The answer to this important question is contained in this informative document. Simply, fill out this form and download now! It could save you thousands of dollars.
DOWNLOAD THE WHITE PAPER ON CORPORATE TAX SAVINGS
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Budget Preparation Services
For our growing bookkeeping clients, we will prepare a complementary annual budget:
- based on prior year results,
- eliminating any unique transactions in that year, or
- one-time transactions that will happen in a year to come.
Each month during our financial statement review we provide our clients with reports such as:
- Current month versus prior month
- Current year to date versus last year to date versus budget
- Month by month of the current year vs. month by month of the budgeted results
Our most popular report is The Profitability Per Customer Report!
There are many more bookkeeping and accounting reports depending on the client’s size, need and readiness to use the data and make strategic decisions for the business
CASH FLOW PROJECTION
If you would like to oversee electronic fund transfers, managing cash in a short and long term in an effective way, please contact us to learn about our G. Synergy Digital Bookkeeping Cash Flow Projection Model.
Would you like to award high performing employees? Key performance indicators KPI and sophisticated score cards can be objective way to keep employees’ performance in line with company goals. We can help our bookkeeping clients incorporate this service into their firm so they can reward those employees who are performing well.
KPI AND SCORE CARDS
Our payroll service includes salary and hourly payroll processing, reconciliation with PD7A, a CRA report with source deductions details.
- We can help you optimize on extended health care and RRSP contributions for each employee.
- We are happy to analyze your payroll bookkeeping and accounting records before we generate and file T4, T5 and Summary reports to CRA