Tax, Accounting & Business Advisory

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Here’s some info to help you decide if we’re a good fit:

ORGANIZATION

Access to our collaborative Google Drive folder that contains all of your well-organized deliverables and financial information.

EDUCATION

We make sure all our clients understand Google Drive, Right Signature and any other software that is a part of your package with Metrics.

CPA ON-CALL

As our clients, we encourage you to call or email your CPA for advice you need now to make the right decisions for your future. We love providing the advice, and won’t nickel and dime you for our discussions.

TAX PLANNING

We offer proactive tax planning as part of each compliance membership. We will plan to minimize tax for you and your company and will identify any opportunities for improvement in your current tax strategy.

FLAT FEES

We determine everything you’d like Metrics to do for you or your company, and set a flat fee. Flat fees provide transparency on prices, and allow for better cash flow planning.

SHARING

We have a library full of templates and memos that may be useful for you and your business. They’re all stored in Metrics’ Digital Library that is accessible to all of our members and continues to grow.

Metrics Memberships

Personal Memberships

We customize individual memberships to include services you need. Personal memberships include preparation and filing of your personal tax return, access to your CPA, and tax planning. Personal memberships may also include:

  • Retirement planning
  • Budget planning
  • CRA representation

Proprietorship Memberships

Propreitorship memberships are customized to include services your business needs. These memberships always include your personal tax return, access to your CPA and may also include any of the following add-ons:

  • Bookkeeping
  • GST/HST advisory, preparation and filing
  • Payroll information slips (T4s,T4As,T5s)
  • Tax planning
  • Cash Flow Planning

Corporate Memberships

Corporate memberships are customized based on the services your business needs. We’ll prepare your required Financial Statements and Corporate Taxes and we can include any of the follow add-ons:

  • Bookkeeping
  • GST/HST advisory, preparation and filing
  • Payroll information slips (T4s,T4As,T5s)
  • Metrics deck – analysis of your performance against key ratios
  • Cash Flow Planning