FOR INCORPORATED SMALL BUSINESSES
Your Books, Year-End and Corporate Tax Return — Handled by One CPA Team
Monthly bookkeeping for a fixed monthly fee, plus your year-end financial statements and T2 from the same CPA team. No coordinating a bookkeeper and an accountant — every fee is quoted upfront.
✅ Upfront pricing. No surprises. ✅ Senior team, every time.
One Team Covers
Everything From Monthly Books
to Your T2
✅ Bookkeeping and bank reconciliations, every month
✅ GST/HST filings
✅ Year-end financial statements
✅ T2 corporate tax return
✅ A planning meeting with a CPA before your year closes
Bookkeeping starting at $300 / month
Year end T2 starting at $2,250 / month
THE USUAL WAY
Sound Familiar?
Year-End Turns into a Scramble
Twelve months of receipts and statements get pulled together at once — and then the questions start.
Two Firms, Two Bills
Your bookkeeper and your accountant work separately, and you end up passing messages between them.
A Surprise Invoice at Tax Time
The year-end bill depends on how messy the books were — you don’t find out until it arrives.
A BETTER WAY
Why Your Books and
Year-End Belong Together
When the same CPA team keeps your book all year, year-end isn’t a rebuild— it’s a review. Fewer adjusting entries, fewer questions back to you, and a return filed on time.
“You know your business and we know accounting”
Care over volume. Human-led. Empowered by tech.
A Faster, Cleaner Year-End
Your records are reconciled and reviewed monthly, so your financial statements and T2 start from clean numbers.
One Senior Contact
One person who knows your file, start to finish. No
re-explaining your business to a new face every year.
Planning, Not Just Filing
Because we see your numbers every month, we can talk salary versus dividends, instalments and timing before your year closes — not after.
WHAT YOU GET
Bookkeeping Essentials for Clinics
Everything that keeps the clinic compliant and current, handled every month for
one predictable price.
MONTHLY CLINIC BOOKKEEPING
Done for you, every month from $300 /month
✅ Monthly bank & credit-card reconciliations
✅ Monthly financial statements
✅ HST tracking & filing on taxable product sales
✅ Associate & staff payroll and remittances
✅ Catch-up work quoted separately, once
✅ Digital receipt & document portal
✅ QuickBooks Online kept current
✅ A dedicated senior point of contact
✅ Unlimited questions, at no extra charge
✅ Books kept year-end & tax-ready all year
Your exact price depends on the clinic’s size and volume. The free review is how we land on the
right flat fee. If the books need catching up first, that’s quoted separately as one-time work, never
buried in the monthly fee. Upfront pricing. No surprises.
WHY SOURCE POINT
Senior team, every time.
Human-led. Empowered by tech.
A dedicated senior who knows
your clinic
Paired with you for the long haul. Not a rotating cast of juniors, and not a call centre.
Upfront pricing. No surprises.
You'll know the monthly number before you commit. No clock running on every phone call.
Snap a photo, we’ll handle it.
Receipts and documents go through a secure portal. No shoebox, no drop-offs. Works from anywhere in Ontario.
“
The absolute best accounting services and beyond! As a Chiropractor with my own small business, Brad and the entire team have been everything I have been looking for. Ethical, professional, timely, available, and kind. I’ve referred several others and will continue to do so for many years ahead. If you are looking to start or switch your accounting needs, this is your place.
— Ruminder Birk, Atlantis Chiropractic
SWITCHING
Leaving your current bookkeeper is easier than
you think.
You don’t have to wait for year-end, and you don’t have to have the awkward
conversation.
We contact them
A professional courtesy letter and file request goes out from us. You stay out of it.
We handle the transfer
Books, prior filings, CRA authorizations, practice-software access. Typically done inside two weeks.
Any time of year
Mid-year switches are routine, and so is catching up books that have fallen behind.
Get the clinic’s books off your plate.
Book a free, no-obligation review with a senior CPA. We’ll listen first,
then tell you exactly what it would cost. One flat monthly fee. If we’re
not the right fit, we’ll say so.
or call us directly at 519.740.2676