What We Do
Driven to help Ontario small business owners grow with strength and confidence by utilizing the full potential of cloud platforms.
Small Business Bookkeeping Services
Meaningful, well-organized financial records ensure that business operations run smoothly on a day-to-day basis.
- Manage Receipts/Invoices
- Paperless Document Management
- Record and Categorize Financial Transactions
- Accounts Payable
- Accounts Receivable
- Reconcile Bank/Credit Card/Line of Credit Statements
- Reconcile Trust Accounts
- Manage GST/HST reconciliations and remittances.
- Prepare Financial Reports
Payroll Services
Creating and Implementing the controls necessary to ensure a reliable, efficient and effective payroll system.
- Electronic Timecard Management
- Direct Deposit Payroll
- CRA Remittances
- Self-Service Online Employee Portal
- T4 Employee Generation
- T4 Summary Compliance
- ROE Generation
- WSIB/WCB/Employer Health Tax Reporting and Remittances
Tax Preparation Services
Whether you're getting married, buying your first home, welcoming the arrival of a child or sending a child off to college, preparing for retirement, the sale of your business or the passing of a loved one. Each one of these events has an impact on your taxes.
- Tax Preparation maximized based on your business structure
- Personal Tax Preparation
- Maximize every tax credit available.
- Take advantage of every deduction available.
- CRA Representation.
- Frictionless Tax Form Filing.
Other Services
While Accountants may focus solely on numbers, we take a much more holistic approach at Wealth by Design. With an entrepreneurial mindset, we strive to understand your company's vision and goals, offering exceptional services, comprehensive strategic growth planning, and advice tailored to every stage of your business.
- Business Start-Up Consultation
- Business Operating Analysis, we dig into how your business runs.
- Process assessment
- App Analysis/Software Integration
- CRM and BOS implementaion
- Business Structure Consultation
- Cash Flow Management
- Previous Bookkeeping Period Clean-Up
You Deserve to Get Ahead
Services packages are easily customized with additional benefits.
Foresight Plan
A Proactive Leader of the Pack Service
$3799.00
Starting from per month
Everything in Insight, plus
Weekly Reconciliations
CFO on Demand
Payroll*
Monthly Reviews
Onsite/In-Person Reviews
Unlimited Customer Support across all channels
Most Popular
Insight Plan
A Proactive Get a Grip Service
$2169.00
Starting from per month
Everything in Hindsight, plus
Monthly Reconciliations
Monthly Reporting
Custom Growth Plan
Business Tax Preparation
Quarterly Reviews
Unlimited Email Support
Hindsight Plan
A Reactive Get It Done Service
$849.00
Starting from per month
Full Cycle Bookkeeping
Cloud Accounting Platform
Quarterly Reconciliations
Annual Reporting
100% Paperless Process
Sales Tax Compliance
Email Support
