Chartered Professional Accountants for the 21st Century
You started a business so you could have more freedom, right? It’s supposed to be exciting. So why can’t you get ahead on your taxes or stop worrying about cash flow?
You know you have to understand your cash flow better if you want to get ahead, which isn’t happening because of out-of-date bookkeeping. You love your staff, but running their payroll takes time away from creating opportunities for them. You find yourself asking: “Do I own my business? Or does my business own me?”
It’s time to get the freedom you deserve. We can help.
CPA Services & Resources for All Your Business Needs
Accounting & Bookkeeping
- Bookkeeping & payroll
- Financial statements
Tax Returns & Tax Planning
- Corporate, personal, trust & estate returns (Canada & U.S.)
- Tax, trust & estate planning (Canada & U.S.)
- Corporate structuring
Business Consulting
- Estate, retirement, & succession planning
- Management, culture, & leadership consulting
Untangled
Your Bookkeeper / Accountant
Bookkeeping, Payroll, Taxes, Year-End
Starting at $610/month
plus set-up fees
Fast and accurate
bookkeeping, payroll, and
standard financial reporting
Year-end compliance:
NTR financial statements &
corporate tax returns, a
nnual GST return, T4/T5 slips
Unburdened
Your CFO
Cash flow budgeting and forecasting
Starting at $950/month
plus set-up fees
All Untangled services plus:
Cash flow budgeting and forcasting
Key performance indicator tracking
Pre year-end tax planning
Unleashed
Your Leadership Team
Strategy, Leadership, Processes, Culture
Starting at $3,500/month
plus set-up fees
All Unburdened services plus:
Complete access to all our partners
Leadership & strategic advisory services
Business process analysis & improvement
Culture, process, & leadership analysis & coaching
All our packages include:
- A dedicated team of CPA lead accountants
- Phone support and online chat support (business hours)
- Quarterly check-ins with your CPA team to review your financial results
- Access to our leadership team to discuss your goals and challenges
- Basic accounting software subscriptions
- AH Financial Hub and mobile app to access your accounting team and track your company’s performance
Basic accounting system design and deployment
Fast and accurate bookkeeping with monthly reconciliations
Semi-monthly payroll and automatic government remittances (including payroll processing costs – up to 5 staff)
Monthly reporting: balance sheet, P&L, cashflow
Preparation of year-end financial statements, corporate tax returns, GST returns, and T4/T5 slips
Custom Key Performance Indicator (KPI) tracking
Cash flow planning, budgeting and forecasting with multi-scenario analysis. 3-year, 3-way forecast, updated quarterly.
Monthly financial review and year-end tax planning meetings
Business systems evaluation to identify problems and opportunities
Culture & leadership advisory
Company-wide business process mapping
Company-wide personnel alignment and assignment
Customized growth and executable action plan
Untangled
StarTing at
$610
per Month
Unburdended
StarTing at
$950
per Month
Unleashed
starting at
$3,500
per month
Other Accounting Services (available in all packages)
- Quarterly or monthly GST returns
- Time-saving accounting software solutions (billing, A/R, inventory, e-commerce integrations, AP, etc..)
- Workers Compensation Board annual reporting
- Alberta Registries annual return
- Personal tax returns (Canadian, U.S. and cross-border)
- Audit Shield (fee waiver service for CRA reviews and audits)
- Review or audit financial statement working paper preparation
How Does It Work?
Step 1: Discovery
We take the time to get to know your business, your goals, and your challenges.
We gain access to your existing accounting systems and understand where your company is at today.
Step 2: Integration
We integrate into your existing systems, or build new ones, to automate your accounting and payroll.
We develop and document your company’s accounting best practices.
Step 3: Onboarding
We start giving you and your team your time back by training you on how to use your new accounting system.
Step 4: Ongoing
Monthly reporting and regular meetings with us help you understand your company’s financial performance.
We automatically prepare your year-ends and actively look for ways to save you tax.