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PricingService areasAll services →Bookkeeping, Business Strategy, and Tax Filing for a Small Business
By Wajahat Ajmal
Details anonymized; based on a real client review.
Snapshot
- Client: A small business owner
- Location: Canada
- Services used: Bookkeeping, business strategy consulting, and tax filing
- Starting point: An owner who wanted books, taxes, and advice in one place
What the owner needed
Plenty of small business owners have one person for the books, another for taxes, and nobody to talk to about where the business is heading. This owner wanted help with the bookkeeping, some advice on strategy, and their taxes filed.
What we did together
We took on the business’s bookkeeping. Beyond the numbers, Wajahat talked strategy with the client. Once the books were in order, we filed their taxes.
Because the books, the strategy conversations and the filings all sat with us, the advice was built on the same numbers we used for tax.
Our pricing is flat-rate and agreed up front. One client review calls us “trustworthy and transparent when it comes to pricing.”
Why keep it all with one firm
When bookkeeping, tax and advice live with different providers, nobody sees the whole picture. Advice ends up resting on old numbers, and questions bounce back and forth at tax time. When one firm handles all of it, the person keeping your books can tell you what the numbers mean and make sure your filings match. As another client put it, Wajahat “will explain what he’s doing and why, rather than just asking for documents and going silent.”
The result
The client got bookkeeping, strategy advice and tax filing from a single firm.
In the client’s words
“Helped me with my businesses book keeping, consulted me on business strategy, and filed my taxes.”
Want more than a once-a-year tax return?
If you’d like an accountant who does more than file returns once a year, our flat-rate packages cover bookkeeping, tax and virtual CFO-style advice for small businesses across Canada (except Quebec).
Related services: Bookkeeping · Packages
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