How it all works at GRAM Tax & Accounting

The Journey

1
BREAKING THE ICE

We’ll personally listen and understand your business, your goals and how we’ll be able to achieve them.

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2
THE PROPOSAL

We’ll gather all the necessary details, allowing us to understand a bit more about yourself and your business. We start things off by showcasing a complete picture of our proposal. We then have it assessed to customize a proposal suitable to you and your stage of business.

3
ONBOARDING

After accepting our proposal, we then begin to set you up with your customized accounting system. This will depend on what service-level you have selected, granting you a much more comprehensive and detailed plan to guide you.

The onboarding process is a simple and easy one and ensuring that all areas are analyzed and adequately assessed.  We’ll get you on our Secure Client Portal which will be your central hub for all of your documents.

4
MEET YOUR TEAM

We’ll introduce you to your Gram services team. Giving you complete access and answers to your inquiries. You’ll now have a system that works for you any time of day, providing you the important information and knowledge you need to grow your business.

The Destination

BOOKKEEPING SERVICES

Bookkeeping is a vital business practice that we all do. How are you then able to keep records of all your good outputs if you don’t have solid inputs, right?

DIY or BYO Bookkeeping: We can provide expert bookkeeping knowledge as we field in the right questions from either you or your bookkeeper, giving helpful tips and properly keeping a tab on things. Our services ensure that everything is both in place and up to date.

Monthly Bookkeeping: Our services thoroughly go over all your books, ensuring that everything is up to date monthly. We have authorized access to jump into your account and fix any pending transactions. We make sure that we gather all the required questions if we encounter any inconvenience regarding documentation. The service team assigned will attend to all your bookkeeping concerns and provide you the proper instructions on how to build and move forward. With all this in mind, our result is to provide you with a monthly financial report outlining your performance

Sales Tax Filing: Once everything is up to date, we can now file your sales tax and receive an assessment on how much to pay.

ACCOUNTING SERVICES

Corporate Tax and related fillings: As a licensed CPA firm, we can both offer to file your corporate tax (T2) and provide your “Notice Reader” financial statements. We take a comprehensive approach, ensuring that all personal and corporate tax is inscribed. As we proactively reach out, we create a transparent situation to reach out, confirming that you are covered.

If your tax situation becomes too complicated, we allow our network of tax experts to intervene, thus ensuring that their expert and unbiased advice sees the case from start to finish. Resulting in getting you the best tax outcome.

Accrual-Basis Reporting: If you’re looking to level up your management reporting, we can help your accounting with that. This service is specifically made to help if you report to a board of directors or particularly financial-savvy yourself. We provide you with a dedicated CPA Manager responsible for overseeing all accruals monthly

Budgeting and Forecasting: We can help you establish a yearly forecast that will help you gauge your performance to see what stage you’re at, thus allowing a foresight of your progress to help you achieve your goals.

Our promise as your guide

WE’RE ADAPTABLE

We ensure that everything suits you from start to finish, especially when things start to change with your business. If you need to upgrade, downgrade or pause your services, let us know.

WE’RE ADAPTABLE

You’ll be informed of everything happening and an up to date report with your status at all times.

WE’LL BE UNDERSTANDING

We have the utmost respect for both your time and work.

WE EDUCATE, NOT DICTATE

We make an effort to best resonate with your personal and business goals, assuring you that we work with and for you to achieve progress.

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WE WORK WITH BUSINESSES ACROSS CANADA

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