The Bookkeeping Reporting Process

 

We provide you with customized financial reports each quarter to help you better manage the business and the bottom-line.

These reports are sent to you in hardcopy format by mail or by email. For greater convenience we can can customize the reports delivery system for on-line access so you can print your bookkeeping result reports as required from your own office or home computer.

Reports include: 

  Quarterly -(Monthly if required) 

• Income Statement. (P&L)

  • With % analysis

• Tax Reporting - GST/PST  

• Break-even Analysis

• Cash Flow Analysis

• Bank Account Reconciliation (optional)

• Receivable Aging Report (if applicable)

• Payables Aging Report ( If applicable)

   3rd quarter 

• Year-end Tax Planning Projection  

AT Year-end

• Financial Statements -

• GST/PST Reporting and Summary   

• Personal Tax Return - (If applicable)

• Corporate Tax (if applicable)