Choose the area that matches your records, then send the intake request from the matching service page.
Province selection lets clients see matching sales-tax notes, payroll reminders, employment-standard links, business registry links, workers’ compensation links, and document checklists.
Use AcctExpt for document intake, bookkeeping cleanup, payroll record organization, spreadsheet cleanup, and tax-season support.
Each service is built around a practical deliverable: an organized folder, a checklist, a tracker, a cleaned spreadsheet, or a summary package.
Year-end records, sales-tax schedules, asset records, loan documents, and missing-item checklists.
View corporate tax →
Income slips, deduction receipts, self-employment records, rental details, and document checklists.
View personal tax →
Payroll registers, timesheets, contractor payments, remittance trackers, and year-end record packages.
View payroll →
Messy exports, vendor cleanup, duplicate flags, missing statements, and open-question lists.
View cleanup →
Statement checklists, unmatched items, duplicate flags, and exception reports.
View reconciliation →
Clean columns, formulas, CSV exports, pivot-ready tables, charts, and simple dashboard summaries.
View spreadsheets →
Received files, missing documents, upload checklists and clean folder structures.
View document intake →
Vendor and customer lists, invoice schedules, aging support and follow-up notes.
View AP / AR support →
Owner details, revenue, products, loan request, bank details, goals and risks in one form.
Open business plan intake →
Sales-tax notes, payroll reminders, workplace links and document checklists by province.
Open Province Centre →Start with one file, one spreadsheet, one payroll batch, or one tax document package. Expand later when the workflow fits.
Corporate year-end records, sales-tax support schedules, asset and loan documents, and missing items.
Open package →Income slips, deductions, receipts, rental records, self-employment records, and a clean handoff list.
Open package →Registers, remittances, timesheets, contractor records, employee details, and year-end support files.
Open package →Clean exports, possible duplicates, unclear transactions, vendor names, and missing-statement trackers.
Open package →We confirm deliverables, timeline, upload method, and next steps.
Start intake for scope review →Use the secure upload instructions provided after scope review.
Start intake for scope review →Use the account sign-in page to see where your request stands after intake.
Track progress →You get a clear package with completed items, missing items, and next-step notes.
View what you receive →Organize slips, receipts, deductions, rental details, and self-employed records before filing season.
View deliverables →Prepare corporate records, sales summaries, receipts, loan documents, and bookkeeping cleanup lists.
View corporate tax support →Use an extra desk for spreadsheet cleanup, missing statements, and reconciliation exception lists.
View cleanup support →Move routine organizing, tracking, and spreadsheet tasks out of the professional review queue.
View team overflow package →Customers come to AcctExpt when records are scattered, deadlines are close, and they need a cleaner handoff. The service is built around clarity, organization, and practical next steps.
The most helpful part of the process is seeing exactly what was received, what is missing, and what needs attention before the next step.
Document organizationView what you receive →Customers appreciate having receipts, payroll records, bank exports, and spreadsheets turned into cleaner lists, summaries, and support schedules.
Records cleanupView document intake →After intake, customers can follow the request stages from scope review to upload instructions, work in progress, and delivery readiness.
Progress trackingStart intake for scope review →Send a short request. We will confirm the scope and provide the next steps for upload and delivery.
