Complete small businessbookkeeping & accounting

Answer a few questions about your business on our Get Started form. Then, we will reach out for a quick chat to make sure we’re a good fit for your business. Together, you’ll assess whether there’s a good fit between our two companies. If you decide to move ahead, it’s on to the next step.

The Origami Account Management and Staff Accountant teams will get you on board. This includes getting CRA authorization, reviewing the current state of your bookkeeping and filings, and identifying the extent of catch up work. If you already use QBO, then we would review your file to make sure that it’s up to our bookkeeping standards, and that we could take over the bookkeeping without any issue. We’ll carefully go over everything with you and quote you a flat fee to bring everything up to date. We’ll also go through our systems and processes to make sure that you’re comfortable and confident you’ll stay up to date.

At this point, we’ve identified the scope of the catch up work and given you a flat fee quote. Once we’ve determined what is required to get you caught up, we’ll request documents from you from the catch up period. After we’ve completed the bookkeeping, we’ll ask questions to clarify any transactions we were unable to categorize. All outstanding sales tax returns will be filed before the CPA prepares the financial statements and completes any outstanding corporate tax filings. Our turnaround for catch up work is between 30 - 60 days.

Each week, we’ll import the transactions from the bank and credit card accounts connected in QuickBooks Online. We’ll record sales and vendor invoices and payments received on sales invoices as they’re provided. We’ll confirm accounts receivable and accounts payable balances. We’ll also prepare and file your GST/HST/PST returns as needed. Your books are up to date, your sales tax returns are filed, and you have the reporting and insight you need to grow your business right at your fingertips. Origami handles the bookkeeping and accounting so you can focus more time and energy on what you’re really passionate about.

Once your fiscal year end is completed, you’ll have a tax planning meeting with your Origami CPA. We have a tax planning discussion when you first sign up for the service, but nothing is set in stone until we’ve reviewed your first year end with us. Your tax plan is updated annually based on your changing circumstances. We can also revisit it in the course of the year if you feel the need. With the tax plan in place, our team will start to work on your year end. We’ll contact you with any questions that come up as we go through the numbers. Within a few days, we’ll have your draft notice to reader financial statements and a statement of taxes owing ready. You’ll go over these drafts in a second meeting with your Origami CPA and, together, you’ll identify any changes that need to be made. Once everything looks in order, you’ll sign off on your year end package and your T2 return. Your Origami CPA will file your returns with the CRA. Corporate tax season, over.