No problem! We understand that every business is unique and has different needs. That's why our service packages are customizable, and can be tailored to your specific requirements. We find that the packages outlined above tend to be a great starting point, but our goal is to eliminate as much stress as we can from your accounting and finance functions, so our discovery process is designed to ensure we’re creating a package that meets your specific needs.

CRA representation refers to our ability to act as your advocate with the Canada Revenue Agency (“CRA”). We know that for many business owners, talking with the CRA can be a very stressful experience. At Clearpath Accounting, we have many years of experience with the CRA’s regulations and procedures. We can help you navigate the complexities of dealing with them, and work to ensure that your interests are protected.

All of our service packages include basic CRA representation - if the CRA gives you a call, you can send them to us. After coming on board, most business owners will never need to talk to the CRA again.

Please note, the CRA does occasionally request to review support for aspects of a business’ financial statements (such as travel expenses for a year), or more rarely conducts a full audit of a business' operations. While we're happy to help you through these issues, full project management of CRA audits and reviews are not included as part of our basic CRA representation service. In these cases, at a minimum we’re still always going to help you understand the CRA’s requests. If further support isn’t a part of your service package (for example, if you haven’t requested our CRA Review Protection service), you’ll then be able to decide what level of additional support you want from us.

We'll present the year-end financial statements for your business, and ensure you understand the core issues that are important to your operations. We’ll also check-in regarding tax planning, and discuss business and tax strategies for the upcoming year. Even though we’ll be tackling some serious issues, we aim to keep it light and share some laughs along the way.

We believe that the onboarding process is a critical part of building a successful, long-term relationship with our clients. That's why we offer an onboarding experience that is tailored to your specific needs. When you become a client, we’ll immediately begin working with you to gather the necessary information we need to deliver the services you’ve requested. We’ll also host an onboarding meeting to go over any immediate questions you have, introduce you to our processes and industry-leading software, and get you setup for success. Our goal is to ensure that you feel fully supported from day one.

Quickbooks Online (QBO), hands down. We have plenty of experience with the alternatives, and there are some other solid options available (Xero, we’re looking at you). We could go on, but we’d probably put you to sleep. If you’d like to chat further, please reach out to book a discovery meeting using our contact form!