Compliance & Reporting

Building Financial Models for New or Existing Businesses

For businesses with employees in Québec, properly managing source deductions is a legal and financial obligation. The Deductions at Source (DAS) filings ensure that payroll taxes—including income tax, Québec Pension Plan (QPP), Québec Parental Insurance Plan (QPIP), and Employment Insurance (EI)—are accurately withheld from employee pay and remitted to Revenu Québec and the CRA on time. Our DAS filing service helps businesses stay compliant with remittance schedules and avoid costly penalties or audits.

The process begins with calculating payroll deductions during each pay period. This includes determining the correct amount of federal and provincial tax to withhold based on employee income, status, and applicable benefits. We then calculate employer contributions for QPP, EI, and other statutory obligations. Our team uses up-to-date tax tables and digital payroll tools to ensure complete accuracy, even if your business pays employees weekly, biweekly, or monthly.

Once deductions are calculated, we manage your remittance process to Revenu Québec and the CRA, adhering to the correct due dates based on your remittance frequency. Whether you are a regular, accelerated, or quarterly remitter, we ensure your payments are submitted accurately and on time. We also keep detailed records of all filings and payments, so your business remains audit-ready and transparent..

In addition to processing standard remittances, we help resolve discrepancies and respond to notices from tax authorities if amounts are missed, overpaid, or underpaid. If you're switching payroll systems, hiring your first employee, or expanding across provinces, we review your registration and remittance schedule to make sure everything aligns with legal obligations.

We also handle year-end DAS reporting, including the preparation and submission of RL-1 slips and summaries for Revenu Québec, and T4s for the CRA. These documents summarize the total wages paid, taxes withheld, and employer contributions—ensuring both the government and your employees have accurate tax records.

With our DAS filing service, you never have to worry about falling behind on your source deduction responsibilities. We simplify compliance, reduce administrative burden, and help you build trust with employees and tax authorities alike. Let us manage the complexities of DAS filings, so you can focus on what matters—running and growing your business.

Startup Financial Planning and Forecasting

Financial reporting is more than just crunching numbers—it's about communicating your business’s financial health in a way that builds trust, supports decisions, and meets compliance standards. Whether you're dealing with banks, investors, or a board of directors, the accuracy and clarity of your reports can significantly influence your credibility and outcomes. Our service for preparing reports for lenders, stakeholders, or boards is designed to give you polished, professional insights that meet every requirement with precision.

We begin by understanding your audience and reporting goals. For lenders, we prepare detailed financial statements, including income statements, balance sheets, and cash flow reports that align with institutional requirements. We also include financial ratios, loan repayment capacity analysis, and supporting commentary to ensure your documents demonstrate fiscal responsibility and repayment ability. If you’re renewing a loan or applying for new credit, our documentation increases your chances of approval by showing a clear financial track record.

For stakeholders and investors, our reports are tailored to highlight growth metrics, profitability, funding utilization, and return on investment (ROI). We present current performance alongside historical trends and future forecasts—giving your backers a clear picture of how the business is performing and where it’s headed. These reports are not only informative but also visually clear, making complex data easy to understand during pitch meetings or quarterly reviews.

When it comes to board presentations, we build comprehensive reporting packages that support strategic oversight and executive planning. These include budget-to-actual comparisons, departmental summaries, KPI dashboards, and variance analysis. We incorporate visual elements like charts and tables to make boardroom discussions more data-driven and actionable.

All reports are prepared using the latest accounting standards and financial reporting tools, ensuring consistency and compliance. We format them professionally for print, PDF, or presentation decks—whatever your audience prefers. If you’re using accounting systems like QuickBooks, Xero, or Zoho, we extract real-time data to build dynamic reports that can be updated as often as needed.

With our support, you don’t just meet reporting expectations—you exceed them. Let us help you deliver clear, credible, and customized financial reports that foster transparency, support growth, and make a lasting impression on every stakeholder.

Ensuring Ongoing Compliance with CRA and Provincial Regulations

Maintaining compliance with the Canada Revenue Agency (CRA) and provincial tax authorities isn’t just about avoiding penalties—it’s essential to building a reliable, sustainable business. Regulations are constantly evolving, and failure to keep up can result in audits, financial risk, and even legal consequences. Our comprehensive service for ensuring ongoing compliance with CRA and provincial regulations helps you stay ahead of deadlines, filings, and changing tax laws—so you can operate with peace of mind.

We start with a full compliance review to identify gaps in your current reporting, remittances, and recordkeeping processes. From there, we help ensure you are properly registered for all applicable tax accounts, including GST/HST, QST, payroll deductions, and corporate income tax. For incorporated entities or businesses operating across multiple provinces, we also help reconcile your CRA filings with provincial bodies like Revenu Québec.

Ongoing compliance means more than just submitting returns—it includes staying up to date with filing requirements, remittance schedules, and government updates. We provide a custom compliance calendar that tracks your filing obligations for source deductions, sales tax, corporate tax, T-slips, and more. Whether your remittance frequency is monthly, quarterly, or annually, we make sure nothing slips through the cracks.

Our team also supports your corporate minute book maintenance, ensures proper documentation for expense deductions, and verifies that your financial systems align with audit-ready standards. We help you implement or improve processes for document retention, digital recordkeeping, and reconciliation to CRA expectations—so if an audit or review arises, your business is fully prepared.

We also monitor regulatory updates and notify you when changes impact your reporting or tax position. Whether it's a revised remittance threshold, a new tax credit opportunity, or a shift in filing procedures, we ensure you’re informed and compliant without disrupting your operations.

If you’re scaling, hiring employees, or expanding into new jurisdictions, we assess how those changes affect your obligations at both federal and provincial levels. We act as your proactive compliance partner—anticipating requirements and advising on the best course of action.

With our support, compliance becomes a smooth, structured part of your financial management—not a stress-inducing afterthought. Let us help you maintain your good standing, reduce risk, and focus on growing your business while we handle the fine print.

Supporting Audit and Due Diligence Processes

Audits and due diligence reviews are a critical part of business accountability, whether triggered by tax authorities, investors, or potential buyers. Being unprepared can cause unnecessary stress, delays, and financial exposure. Our professional service for supporting audit and due diligence processes ensures that your financial records, systems, and reporting are organized, transparent, and audit-ready—giving you confidence no matter who’s reviewing your books.

We begin by conducting a pre-audit review to assess the accuracy and completeness of your financial records. This includes reconciling bank statements, verifying payroll filings, validating GST/HST/QST remittances, and reviewing your income and expense classifications. We flag and resolve inconsistencies before they become problems, ensuring that your records reflect a true and fair view of your business activity.

When dealing with a CRA audit or Revenu Québec review, we assist in gathering all required documentation, from general ledgers and source deduction reports to sales tax filings, expense receipts, and year-end summaries. We organize your supporting materials in a format that aligns with auditor expectations, reducing the likelihood of penalties, reassessments, or drawn-out review periods. If needed, we act as your liaison, communicating directly with auditors to clarify questions and present your information professionally and accurately.

In the context of due diligence for investment, financing, or M&A, we prepare a detailed financial data room that includes historical financials, forecasts, tax compliance records, payroll summaries, and business structure documentation. We anticipate what lenders, VCs, or acquirers will look for, and we ensure your materials are not only complete but presented in a way that builds trust and enhances your business’s credibility.

We also assist with compliance checklists, risk disclosures, and internal controls documentation—so whether you’re seeking capital, selling a stake in your company, or passing a routine tax review, you’re fully supported. Our involvement minimizes disruption to your day-to-day operations while increasing the speed and efficiency of the audit or review.

With expert guidance and detailed preparation, audit and due diligence processes don’t have to be overwhelming. We help you stay in control, meet every request with confidence, and demonstrate the financial discipline that stakeholders and regulators expect.