Accounting and tax services in Calgary
Practical support for small businesses and individuals, from bookkeeping and tax returns to budgeting, cash flow and accounting systems.
We’ll discuss your needs, explain the work involved and agree on the services and fees before getting started.
Tax preparation and filing
Personal tax
Help preparing your personal income tax return, organizing the documents needed for filing and understanding your tax questions.
Corporate tax
Corporate income tax return preparation for incorporated businesses. We help gather and review the required information and explain the details along the way.
GST/HST
Support with GST/HST records and filings, based on your business’s activities and requirements.
Bookkeeping and accounting
Bookkeeping
Keep your transactions recorded and your business records organized. We provide bookkeeping support suited to your needs, including work in Xero.
Payroll
Help with recurring payroll calculations, recordkeeping, remittances and reporting. We’ll establish which responsibilities you need support with and how the process will work.
Financial statements
Understand your business’s performance and financial position. We’ll discuss the financial statement services you need, agree on the scope and explain the information clearly.
Accounts payable and receivable
Keep track of supplier bills and customer payments. We help organize records and track outstanding amounts so you can see what’s owed and when it’s due.
Budgeting, cash flow & business setup
Budgeting and forecasting
Build a practical view of expected income and expenses. We work with your business information and goals to help you plan ahead.
Cash-flow management
Understand when money comes into your business and when it needs to go out. We help review cash-flow patterns and prepare forecasts to support your decisions.
Business start-up accounting setup
Get your accounting organized from the beginning. We help establish bookkeeping routines, organize financial records and set up tools to manage day-to-day accounting.
Xero and financial processes
Xero setup, migration and training
As a Xero Certified Partner, Puneet can help you get started with Xero or move from another accounting system. Support includes setup, migration and training so you can use the software for your day-to-day bookkeeping.
Financial process improvement
Make routine accounting tasks easier to manage. We review how you handle records and financial information, then identify practical ways to improve organization and reduce unnecessary steps.
Not sure what support you need?
Tell us what you’re managing and where you could use a hand. We’ll talk through your situation and help identify the accounting support that makes sense.