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  • What We Do

     Driven to help small business owners grow with strength and confidence by utilizing the full potential of cloud accounting platforms.

    Bookkeeping

    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
    • Manage GST/HST reconciliations and remittances.
    • Prepare Financial Reports

     

    Payroll

    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

    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, Don't Get Left Behind

    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

    $2149.00

    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

    $659.00

    Starting from per month

    Full Cycle Bookkeeping

    Cloud Accounting Platform

    Quarterly Reconciliations

    Annual Reporting

    100% Paperless Process

    Sales Tax Compliance

    Email Support

     

  • The Best Time to Take Action Was Years Ago

    The second best time is Today.