Accounting Firm Support

B2B Services Offered.

We look after the accounting needs of your clients to help keep their books complete and organized at cost effective rates.
We liase directly with your clients and offer the following services and more:

Manage all aspects of client’s bookkeeping
Prepare in-house financial statements, GL analysis review and trial balance reports for year end
Prepare client’s payroll, remittances, bank reconciliations, GST/HST filing and remittances, corporation tax and instalment remittances
Prepare client’s T4 slips and T4 Summary. T4 slip electronic filing with the CRA
Prepare client’s EHT Annual Returns and WSIB Annual Reconciliation Returns
Client personal income tax return preparation. ProFile software. EFILE approved with the CRA
Setup Electronic Fund Transfer (EFT) direct deposits for client
Sage 50, QuickBooks setup of new chart of account structure
Monitor client’s CRA program tax account balances with Represent a Client
Prepare client’s year end working papers. Caseware knowledge
Consulting and ad hoc projects

Testimonials

I have worked with Pam for over 6 years. She has been preparing the bookkeeping and filing the CRA reports for my client. Her service is efficient and she does very good work. Pam is also very personable and is always willing to work as part of the team.

Pam used to work at our firm over 20 years ago. She performed bookkeeping, auditing and accounting services to many of our clients. She also prepared our client personal income tax returns. She now does work for many of our clients through her own business accounting practice. We couldn’t be more happier to work with a trusted business associate to take on work with our clients. We highly recommend PB Tax & Accounting as a trusted and reliable service.

I have known Pam for about 25 years. She worked very closely with the Partners in the same accounting firm office with me many years ago. Now that she has her own tax and accounting practice, we have referred her to many of our clients where she performs bookkeeping and payroll services. We are very happy with Pam’s professionalism. She is a reliable and trusted business associate. I look forward to many more years of client engagement work in the future.