Canada-wide tax document, CRA notice, payroll record, bookkeeping cleanup & spreadsheet support Service scopeReviewsAccount sign inStart orderContactClient hub
Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available Corporate tax document packages • Personal tax organizers • CRA appeal support • Payroll record support • Bookkeeping cleanup • Bank reconciliation • Sales-tax schedules • Excel and CSV cleanup • Monthly close support • Secure intake available
Service packages

Clear packages for common tax, payroll, bookkeeping, and spreadsheet needs.

Pick a focused package or request a custom scope. Each package is built to create an organized file, tracker, schedule, or summary you can use for the next step.

Advisor presenting service package options to a client
Business

Corporate Tax File Organizer

For business owners and accounting teams preparing for corporate year-end.

Includes

  • Corporate document intake checklist
  • Bank, loan, asset, lease, and insurance record folders
  • Sales-tax support schedule
  • Bookkeeping cleanup question list
  • Missing-items and open-questions tracker
Request this package
Personal

Personal Tax Document Organizer

For individuals who want slips, receipts, and tax-season records grouped before filing.

Includes

  • Income slip checklist
  • Receipt and deduction folders
  • Self-employed or rental property summary, if applicable
  • Prior-year comparison list
  • Missing-information checklist
Request this package
Payroll

Payroll Records Support

For businesses that need payroll registers, remittances, timesheets, and year-end records organized.

Includes

  • Payroll record inventory
  • Employee and pay-period tracker
  • Remittance confirmation tracker
  • Timesheet or export cleanup
  • Year-end slip support folder
Request this package
Cleanup

Bookkeeping Cleanup Sprint

For messy bookkeeping exports, unclear transactions, missing statements, and duplicate items.

Includes

  • CSV or spreadsheet cleanup
  • Vendor and customer name cleanup
  • Possible duplicate transaction flags
  • Unclear transaction question list
  • Missing-statement tracker
Request this package
Reconciliation

Reconciliation Support Desk

For bank and credit card statement matching support.

Includes

  • Statement checklist
  • Statement-to-ledger matching support
  • Unmatched deposits and withdrawals report
  • Possible duplicate or missing transaction list
  • Month-end open-items summary
Request this package
Spreadsheet

Excel and Reporting Support

For messy spreadsheets, broken formulas, bank exports, sales exports, and quick report summaries.

Includes

  • Column cleanup and formatting
  • CSV cleanup and combined tables
  • Formula review notes
  • Pivot-ready tables
  • Simple charts and variance summaries
Request this package
Monthly

Monthly Support Desk

For recurring document intake, bookkeeping cleanup, reconciliation support, and report summaries.

Includes

  • Monthly statement checklist
  • Open-items tracker
  • Spreadsheet cleanup support
  • AP, AR, payroll, or inventory record tracker
  • Monthly summary package
Request this package
Accounting teams

Accounting Team Overflow Desk

For firms and bookkeepers that need extra help during busy periods.

Includes

  • Client document intake and checklists
  • Spreadsheet and CSV cleanup
  • Missing-information request lists
  • Bookkeeping cleanup support
  • Status trackers for multiple files
Request this package

Need a custom combination?

Combine corporate tax documents, payroll records, bookkeeping cleanup, and spreadsheet support into one service request.