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πŸ‡¨πŸ‡¦ Canada

Year-end review outsourcing for Canadian firms and businesses

A pre-filing review under ASPE, with GST/HST and payroll remittance accounts agreed before your CPA begins the engagement file.

Canada specifics

What's different in Canada

Every market has its own traps. These are the ones our Canada pod is trained to handle as routine rather than as escalation.

  • GST/HST and provincial tax accounts agreed to filed returns
  • Payroll remittances agreed to CRA statements of account
  • Shareholder loan balances analysed
  • Capital asset additions and disposals verified
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What we review

  • Every balance sheet account agreed to third-party evidence
  • Bank, loan, credit card and inter-company reconciliations tested
  • Debtor and creditor ledgers aged and agreed to control accounts
  • Stock, WIP and fixed asset registers verified against the ledger
  • Revenue cut-off and accrual/prepayment completeness testing
  • Prior-year comparatives agreed to the signed accounts

What you receive

  • A finalised trial balance ready to take forward
  • Proposed adjusting journals, each with its supporting rationale
  • An exception report listing what we could not verify and why
  • A schedule of open questions for the client or director
  • Working papers indexed so your reviewer can follow the trail

A review service, not an assurance engagement. We do not express an audit or review opinion β€” that requires a licensed practitioner in your jurisdiction.

Two ways to buy

Accounting firms in Canada usually take a dedicated team under their own brand. Businesses usually take a managed engagement priced on volume.

Live in 12 working days

Documented SOP, secure access, two parallel cycles, then handover. Nothing goes live until you've signed off the process.

Nothing leaves your systems

We work inside your own software under named logins you create and can revoke in seconds. How access works.

FAQ

Year-end review in Canada

Who does the year-end review work?

Qualified accountants in our Canada pod, trained specifically on ASPE and the CRA requirements. They work on your files only, and every deliverable is checked by a second reviewer before it reaches you.

Do you file with the CRA on our behalf?

No. We prepare, reconcile and document; your licensed practitioner reviews, signs and files. That keeps professional responsibility exactly where it belongs and means you carry no licensing risk from working with us.

How quickly can year-end review move across?

Twelve working days from signed scope to first reviewed deliverable in most cases. We document the process first, run two cycles in parallel with your existing team, then take it over once output matches.

What does it cost?

Dedicated accountants start at $1,850 per month; managed engagements are priced on transaction volume from $450 per entity per month. Indicative rates and volume bands are on the pricing page, quoted in CAD if you prefer.

Bring year-end review to us

A 30-minute call, a written scope, and a fixed monthly price. No obligation, no procurement process, and a two-week paid pilot before you commit to anything longer.

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