The five service areas

A closer look at what each one covers, from the everyday accounting that keeps your records reliable to the reporting and advisory that help you understand, manage, and grow the business.

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01

Accounting Operations

  • Monthly review and classification of business activity
  • Receipt, invoice, and statement collection support
  • Sales, receivables, payables, and expense processing
  • Payroll accounting and coordination with the payroll provider
  • Bank, credit card, and loan reconciliations
  • Month-end close, including accruals, prepaids, and other adjustments
  • Balance sheet account review and follow-up on unusual items
  • Revenue recognition and deferred-revenue tracking
  • Progress and milestone billing support
02

Tax Compliance

  • HST/GST return preparation and filing
  • Corporate income tax returns for owner-managed businesses
  • Review of tax filing deadlines and required information
  • Coordination of accounting records for year-end tax work
  • CRA notice and correspondence support
  • Reminders for tax instalments and filing obligations

Routine CRA support means letters or questions connected to filings prepared by Anchor & Wave. CRA reviews, audits, collections, disputes, objections, overdue remittances, and historical issues are handled separately or referred out where needed.

03

Reporting & Insight

  • Management-use financial statements
  • Monthly or quarterly owner reports
  • Cash flow visibility and short-term summaries
  • Revenue, expense, and margin review
  • Variance and trend explanations
  • Budget-to-actual and prior-period comparisons
  • Key business metric tracking
  • Project and client profitability tracking
04

Controller-Level Advisory

  • Cash flow planning and forecasting
  • Budgeting and scenario planning
  • Pricing and margin guidance
  • Financial analysis for financing, growth, and major business decisions
  • Process and system improvement recommendations
  • Review of financial risks and working capital needs
  • Regular advisory meetings
05

Setup & Cleanup

  • Setup of accounting system, bank feeds, and app connections
  • Chart of accounts review and cleanup
  • Catch-up accounting for prior periods
  • Payroll account review and setup coordination
  • Opening balance review
  • Cleanup of unreconciled accounts and misclassified entries
  • HST/GST catch-up support

Service boundaries

Anchor & Wave does not provide audits, review engagements, compilation engagements, agreed-upon procedures, assurance services, or public-accounting sign-off work. Financial information prepared through Anchor & Wave is for management-use, tax-compliance, and internal decision-support purposes.

Get in touch

What are you looking for help with? Select all that apply

No sensitive documents or account details are needed at this stage.

A short email to sui@anchorandwave.ca or an introductory call works just as well.