Skip to main content
Menu

Corporate Bookkeeping

Corporate books maintained to a standard your accountant can work from.

What this includes

  • Corporate books maintained through the year
  • Accounts reconciled and supported by documentation
  • Intercompany and shareholder accounts tracked
  • Year-end working papers and schedules prepared
  • A clean year-end package for your accountant

Corporate books, maintained properly

A corporation has more moving parts than a sole proprietorship. Shareholder accounts, intercompany transactions, payroll, and a year-end that has to stand up to review.

Through the year

Books are maintained on a regular cycle rather than assembled at year end. Accounts stay reconciled and supported by documentation, so when a figure gets questioned there is an answer behind it.

Year-end preparation

We prepare clean, reconciled books and a structured year-end package for your accountant or tax professional, making the year-end process more efficient and reducing the amount of cleanup required.

Our goal is for your accountant to receive books that are ready to work with — not a box of problems to solve.

This matters more than it sounds. Accountants price partly on how much cleanup they have to do first, so a clean handover usually costs less at the other end.

Where the boundary sits

We prepare the books and the year-end package. Corporate tax returns, tax planning and filing stay with your accountant or tax professional. We work alongside them rather than in place of them.

Who this is usually for

Questions

About this service

  • Do you handle my corporate tax return?

    No. We prepare the books and the year-end package your accountant works from. Corporate tax filing stays with a tax professional.

  • Can you work alongside my existing accountant?

    Yes, and that is the usual arrangement. Clean books make their work faster and less expensive, which is generally the point.

  • Financial Reporting

    Statements and reports that tell you something useful about the business.

  • Payroll Support

    Payroll support, bookkeeping and reconciliation, properly reflected in your financial statements.

  • Monthly Bookkeeping

    Your books kept current every month, so you always know where the business stands.

Find out where your books actually stand

A free consultation, no obligation. Tell us how the business runs and where things currently sit, and we will tell you honestly what it would take to get the books right.

Canada-wide, fully remoteYour information stays confidential

Help us recommend the right service

Answer five quick questions and receive 15% off an eligible Punica service.

Complete the survey to receive 15% off an eligible Punica service. One discount per customer. Valid for 30 days from issue. Not transferable, not redeemable for cash and not combinable with another promotion. Additional service exclusions may apply.