Bookkeeping Services
- Document and categorize financial transactions
- Reconcile bank and credit card statements
- File annual or quarterly sales taxes
- Manage expense reports
- Utilize the expertise of a team of seasoned bookkeepers
- Organize bookkeeping by location, program, or business unit
- Receive monthly financial statements, including profit and loss statements, balance sheets, and cash flow statements
- Access a discounted subscription to QuickBooks Online, along with other necessary software for effective account management
Tax Preparation Services
- Comprehensive Analysis: Thorough examination of financial records to ensure accurate and compliant tax returns.
- Dedicated Professionals: A team of experienced tax professionals committed to providing personalized service.
- Maximized Deductions: Identifying and optimizing eligible deductions and credits to minimize tax liabilities.
- Strategic Tax Planning: Offering strategic advice on tax planning for long-term financial optimization.
- Efficiency and Timeliness: Streamlining the tax preparation process for efficiency and delivering timely results.
- Transparent Communication: Providing clear and transparent communication throughout the tax preparation journey.
- Personalized Service: Tailoring services to meet the unique needs and goals of each client.
- Reliable Compliance: Ensuring compliance with current tax regulations and staying abreast of changes to benefit clients.
Additional services
Bookkeeping Services
For support facilitating bookkeeping categorizing and differentiating transactions.
Accounts Payable
For support coding invoices and facilitating payments using your preferred payment method(s).
Tax Preparation
For tax preparation support, including efficient , transparent and streamlined tax preparation.
Why companies like yours choose Ewan?
Attain clarity and responsibility in your financial matters
We provide precise financial information, offering the transparency required for informed business decisions. Whether it's monitoring cash flow, managing receivables, or overseeing payables, our timely and dependable reporting ensures you have the data you can trust.
Acquire the expertise without the payroll expenses
Securing and retaining skilled and dependable bookkeeping professionals can be a challenge. Our team possesses the necessary expertise to handle your bookkeeping, payroll, receivables, and payables both presently and in the future as your business continues to grow and evolve.
Avoid the need for recruitment, terminations, and unexpected departures
Bid farewell to the challenges of managing accounting staff. Let us assume responsibility for your bookkeeping functions, implement best practices, and mitigate the risk of dependence on a single individual to ensure the smooth operation of your back-office processes.
Frequently Asked Questions
We understand that when our clients turn their accounting and bookkeeping services over to us, trust is paramount. We have a team of certified professionals, use proven technologies, and hold ourselves accountable every day. Yes, you can trust us with your sensitive data and to deliver accurate, timely accounting services for your business.
Absolutely. Our team members are all certified in the leading accounting systems and can quickly get your files up to date.
Generally, all services stated in the packages and software licenses are included in the monthly fee. There may be cases where some items are billed separately or considered out of scope, but those will be clearly identified during the sales call.
Yes, there’s an onboarding fee for creating custom workflows, technology setup, and training for you and your team members.
During our onboarding process, we will set up your technology tools, customize and document your workflow, understand your bookkeeping requirements in detail, provide you and your team with any necessary training, and take care of any catch-up bookkeeping required.
Typically, onboarding takes 3-14 days.During that time we set up your cloud-accounting systems, create your unique process flow and monthly checklists, and train your team. If there is excessive catchup bookkeeping work to be done or more complexity in your accounting requirements, the onboarding could take longer than 30 days, especially if you have significant catch up bookkeeping needs.
Yes, we provide year-end tax filling services as we are a CPA firm in Canada. Having a separate bookkeeper and year-end accountant ensures additional oversight on the accuracy of your books. Your year-end tax accountant can help you review your books during tax season.
Yes, we are a CPA firm.
Yes. Our services are subject to oversight from regulatory bodies like CPABC, CPA Alberta and Ontario, etc
Each account is established with a dedicated Client Success Lead who will serve as your primary point of contact. This individual will collaborate with other team members assigned to your account, potentially including an accounting manager, CPA, bookkeeper, and payables specialist.
Our contracts are quite simple. It’s a services agreement with no fixed term. You can cancel service with 30 days notice.
Ewan Advisory stores tax information for 6 years per requirement of the law. Information is stored within our highly secure system.
The level of savings can fluctuate based on your existing solution; however, our clients commonly report savings falling within the range of 30% to 70%.