Common questions

Clarity on migration, software, and CRA representation

Switching your accounting to a cloud-native Canadian firm is straightforward. Here are direct answers to how we handle transitions, ledgers, and tax compliance.

Transition

How onboarding works

We remove the administrative friction from switching providers.

Prior accountant notice

Software connection

Historical reconciliation

Our team handles professional courtesy transfers directly with your former accountant to request historical files without any awkward conversations on your end.

We connect directly with QuickBooks Online, Xero, and major Canadian financial institutions for automated feed setup and clean ledger history.

If your past months need catching up, our team reconciles historical backlogs so your corporation enters the new fiscal period audit-ready.

CRA & filings

Managing Canadian tax obligations year-round

Proactive tracking replaces year-end scrambles. Your dedicated Canadian accountant monitors T2 corporate deadlines, GST/HST installment schedules, and payroll remittances continuously through our cloud ledger system.

Furthermore, we can register as your authorized CRA representative to handle reviews, audits, and direct inquiries on your behalf, keeping you entirely insulated from correspondence stress.

Have a specific corporate situation?

Speak directly with a Canadian CPA to review your company books.