FAQs

Frequently Asked Questions

Direct answers. If yours is not here, book a consultation or email info@trustedbr.ca.

Can a new client book a personal income tax return?

Yes. Personal income tax return preparation is open to new and existing clients across Canada except Quebec, including British Columbia. No bookkeeping engagement is required. Fees and scope are confirmed before work begins.

Do you accept standalone corporate T2 returns?

No. Corporate T2 returns are limited to established bookkeeping clients or businesses with an existing relationship with TBR, with a separately agreed scope.

Do you work with businesses outside Ontario?

Yes. All services are provided remotely. I serve all Canadian provinces and territories except Quebec, including British Columbia.

What accounting software do you use?

QuickBooks Online, Xero, or Wave. We work with whatever you are already using, or help you choose if you are starting fresh.

How long does onboarding take?

Typically 1–2 weeks. I need access to your accounts, then I clean up any backlog before starting the monthly service.

What if I am behind on my books?

No problem. I offer catch-up bookkeeping to get you current, then we move to a monthly ongoing service.

Do you do in-person meetings?

All services are remote (video calls, email, phone). This keeps costs down and gives you flexibility.

What if I need to cancel?

30-day notice required. No long-term contracts, no cancellation fees.

What is included in monthly bookkeeping?

Transaction categorization, bank reconciliation, financial statements (P&L, Balance Sheet, Cash Flow), monthly review call, and email support.

Do you file HST/GST returns?

Yes. HST/GST filing is included in the Business package, or available as a standalone service ($150 quarterly / $200 annual).

Can you help with payroll?

Yes. Payroll processing is available as an add-on: $200/month base plus $15 per employee per pay period. T4s are included.

How much does it cost?

Monthly bookkeeping: Starter $475, Professional $750, Business $975. HST and payroll support are available separately or included where stated. Software subscriptions are billed by the vendor.

Do you charge hourly or by a fixed price?

Fixed monthly pricing. No hourly billing, no surprise fees.

What is not included in the monthly fee?

Software subscriptions (QuickBooks Online, Xero, Wave) are separate. Extra bank or credit card accounts are $100/month each. Transaction overages are billed per the package.

How do I get started?

Book a free consultation call. We will discuss your needs, I will give you a quote, and if you are ready we can start within 1–2 weeks.

What information do you need from me?

Access to your accounting software, bank/credit card statements, and any documents related to income and expenses.

How do we communicate?

Monthly video calls for review, email for questions, phone if urgent.

Are you a CPA?

No. I specialize in business bookkeeping and CRA-ready records. Personal income tax return preparation is available to new and existing clients, without a bookkeeping engagement. Corporate T2 returns are available only to established bookkeeping clients or businesses with an existing relationship with TBR, never as a standalone service. Scope and fees are confirmed before work begins. For specialist tax work beyond our agreed scope or CPA-level advice, I can refer you to a qualified professional and provide accountant-ready books.

Can you represent me if CRA audits me?

I can help you prepare documentation and respond to CRA inquiries. For formal representation in disputes, you would need a licensed tax professional. I can refer.

What if I get a CRA notice?

Forward it to me immediately. I will review it, explain what it means, and help you prepare the required response.

Ready to get your books in order?

Book a free 30-minute consultation. We will review your current bookkeeping situation and give you a clear quote. No obligation. No sales pressure.

Book your free consultation
Get pricing or ask a question