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An audit is rarely lost on the numbers. It's lost on documentation — a legitimate expense with nothing behind it gets treated the same as one that was never legitimate. This is about being in a defensible position before there is any reason to be.
The actual sequence, start to finish.
Vehicle, travel, meals, home office, subcontractors, and the shareholder account. These are the areas that draw questions, so they're the areas we test.
Sampled transactions are traced through to the record that supports them. Where there's nothing behind it, that itself is the finding.
A written summary of what's solid, what's thin, and what needs attention — ordered by exposure rather than by convenience.
Fixes are worked in priority order, and anything that can't be reconstructed is documented as such rather than papered over.
Quoted as a one-time review after looking at your books. Ongoing bookkeeping clients largely stay in this state as a by-product of the monthly work.
No. This is preparation and support — organizing records, identifying gaps, and answering questions about the bookkeeping itself. Formal representation, objections, and appeals belong with a CPA or a tax lawyer. We would rather refer you than take work we shouldn't.
No, though the options narrow. Get in touch — the first thing to establish is what has actually been requested and what documentation exists to answer it.
This particular service is Canada-specific. The underlying discipline — substantiate the expense at the time it happens — applies everywhere, and is built into how we do the bookkeeping in both countries.
More questions answered on the FAQ page.
Monthly reconciliation, coded transactions, and financial statements — every month, on an agreed turnaround.
Receipts and invoices captured, matched and filed — so if CRA ever asks, you can answer.
Personal and corporate filing for Canadian businesses. Not currently offered to US clients.
A free 20-minute consult, no obligation.