Case Studies

Crystal - Real Estate Agent

Problem

Multiple years of personal tax to be filed, Inadequate tax Knowledge.

Solution

Worked with the client , did sessions to educate the client on Tax Filing obligations to CRA, understanding of the personal tax rental schedules as well as rules around Commission sales – use of business form, standardized entry of all bills and expenses into Online Bookkeeping system.

Result

  • the client was able to be Current with CRA
  • solve CRA Collection issues
  • smartphone access to bookkeeping system to be current every week on the status of commission and related expenses

Ongoing

Bookkeeping services

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