Professional services and agencies
Bill more of whatyou actually deliver.
Accounting for consultants, IT companies, marketing agencies, engineers and professional firms.
- Monthly plans
- From CAD 299 per month
- Led by
- Salman Feroz, CPA, CMA
- Software
- QuickBooks Online and Xero
- Reply time
- Under one working day
The problem
Utilisation and realisation are invisible until the year is over.
In a services business, profit hides in unbilled time and scope creep. We report project margin and keep the corporation tax-efficient.
Client and project profitability, clean invoicing and proactive tax planning. The bookkeeping, tax and payroll run together on one fixed monthly price.
What we cover
8 things we handle for professional services
- 01Project and client profitabilityCovered
- 02Work in progress and unbilled revenueCovered
- 03Contractor and subcontractor paymentsCovered
- 04Payroll and bonusesCovered
- 05HST and place-of-supply rulesCovered
- 06Corporate tax and instalmentsCovered
- 07Salary versus dividend planningCovered
- 08Management reporting and KPIsCovered
Problems we solve
Where the money is usually leaking
Retainers do not match delivery
We report retainer revenue against actual delivery cost so pricing conversations are grounded.
Cross-border clients
We apply place-of-supply and zero-rating rules correctly for US and international clients.
Owner pay is unplanned
We set a compensation plan that balances cash needs, tax and retained earnings.
Professional services and agencies: your questions
How much will this cost?
Monthly accounting starts from CAD 299 per month and is priced on transaction volume, payroll, entities and complexity. Tell us about the business and we confirm an exact fixed price in writing after a short review.
Can you take over from my current accountant?
Yes. We handle the transition, request prior-year files and CRA access, review what was filed, and flag anything that needs to be corrected before we take over your filings.
Do you provide audits?
No. The Accounting Doc does not provide audit or assurance engagements. We focus on accounting, bookkeeping, tax, compliance, business registration, reporting and advisory services within the scope of our professional services.
The Accounting Doc does not provide audit or assurance engagements.
Get my accounting quote
Tell us about the business. We come back with a fixed price and a first step within one working day.
We never ask for confidential documents on this form. Secure upload happens after onboarding.
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