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Service Option 2

Year Round Tax and Accounting + Business Help & Advice

Replacing Tiles

A Supportive option to help you confidently manage and grow your business

If you are new business owner, or an owner that's been in business for a while, you will benefit from our year round,  tax, accounting and business help & advice service option. We don't just want to see you once a year like most accounting firms, we want to help you throughout the year because that's where the rubber meets the road for small business. Go ahead and ask us your tax, accounting, and business management or growth questions, we'll be there for you without the fear of being billed extra. Each of our clients have different needs and are at different stages so we create custom plans and pricing for each one of them. At Geh CPAs, we want to be your most trusted advisor.

Example client plans

Event Planner and Costumer

Event Planner Client

An event planner was busy as can be earning new business, managing her finances, and making sure she stayed on top of all the little things going on in her business.

This event planner received a custom tax, accounting and business help & advice package that included:

  • Preparation and filling of her annual business corporate tax return.

  • Comprehensive tax planning personally and for her incorporated business.

  • Preparation and filing of her quarterly GST returns and annual T4 return for her employees.

  • Hybrid bookkeeping where she takes care of some things and we handle the rest.

  • The ability to use us as a sounding board and resource for her business management, accounting, bookkeeping, tax and growth questions.

Aluminum Supplier

Manufacturing Client

A manufacturing client produced exceptional products but struggled managing his business. He had lots of questions about how to do things better and he was frustrated.

We provided a custom tax, accounting and business help & advice package that included:

  • Preparation and filling of his annual business corporate tax return.

  • Comprehensive tax planning personally and for his incorporated business.

  • Compilation financial statements prepared at year end for his bank.

  • Bookkeeping assistance and support for the in-house bookkeeper and himself.

  • The ability to ask us questions that greatly impacted the management and growth of his business.

A presentation at the office

Professional Services Client

A professional services client was relatively new but had a lofty goal to grow her business revenues to over $1M annually. She needed management and business support to help her confidence.

We provided a custom tax, accounting and business help & advice package that included:

  • Preparation and filling of her annual business corporate tax return.

  • Comprehensive tax planning personally and for her incorporated business.

  • Hybrid bookkeeping initially until she transitioned to a full time internal resource. 

  • The ability to lean on us for support for anything that came up in her business. We helped point her in the direction of other valuable service providers where we couldn't help directly.

We help each our clients with custom plans that are designed uniquely for them. Below are some example solutions we've implemented for our clients to help them confidently manage and grow their businesses.

Tax, Accounting Business Help & Advice Example Questions

We get a lot of questions from our clients and we love it! We're super proud to help clients confidently manage and grow their businesses. Here's a sample of the types of questions we get. We aren't perfect and we don't know everything but clients appreciate the ability to ask anything.

Should I be taking a dividend or a salary as an owner?

How can I speed up the collection of my accounts receivable?

How does the accounting work for deferred revenue?

Am I able to deduct this expense in my business?

What do you think about this strategy to get more customers?

What's the best way to go about financing my new equipment?

How can I better manage my inventory?

Do you know any grant programs that my business could use?

Should I hire this person as a contractor or as an employee?

How can I set up a budget to better manage my expenses and cash flow?

I want to get rid of an employee, what do you think?

Can you suggest better accounting software or process in my business?

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