Bookkeeping

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Tax

Financial Advisory

Business Start Up Services

Courses and Workshops

Bookkeeping

Does bookkeeping take away from the time you’d be dedicating to running your business? Could you be more effective with a refresher, a coach, or even a partner?

Let EverSavvy Financial take over this critical task for you. With three different packages to choose from depending on your business needs and level of support, we will ensure your financials are accurate, consistent, and form a strong foundation for your accounting and business decisions.

intuit quickbooks Advanced Certified ProAdvisor Online

Bookkeeping Service Package

Online Learning

For the independent self-starter who plans to manage their own books, this option is for you. If don’t have a background in bookkeeping, simply need a refresher, or you want to refine the structure of your bookkeeping processes, sign-up for EverSavvy Financial’s self-paced online course:

Fast-Track to Better Books: A simpler approach to balanced books in QuickBooks Online™️

Click here to learn more

QuickBooks™️ Set-Up with Coaching

For business owners who do their own books but wish for more 1:1 support in accurate QuickBooks Online™️ set-up and live training, this option is for you.

Essential Set-Up Includes:

  • 20 minute intro call
  • QuickBooks Online™️ Set-Up:
    • Bank and credit card set-up
    • Custom chart of accounts
    • Receipt forwarding set-up
  • 1 x 1 hour training session

Optional Add-Ons:

  • Additional training sessions
  • Year-long email support

Email us for a quote.

Full-Service Bookkeeping

For business owners who want to focus on their business rather than their books. EverSavvy Financial will act as your Virtual CFO, implementing the set-up and management of all bookkeeping operations with an emphasis on accuracy and compliance. As a CPA firm we add value with tax planning and filing.

Implementing a 100% paperless accounting process
Set-up of customized chart of accounts in QuickBooks Online™️
Data Entry of Revenue and Expenses Monthly
Reconciliation of bank and credit card accounts Monthly
Payroll Filing Monthly
Sales tax filing Monthly
Income tax return filing Annually
Generating monthly financial reports, including estimated tax liabilities Monthly
Optional Virtual CFO add-ons include:
  • Accounts receivable and payable monitoring
  • Phone support & virtual meetings
  • Tax Planning & preparation
  • CRA Audit Support

Email us for a quote, or click here to set up an introductory call.

Tax

Do taxes overwhelm you? Misunderstandings can cost you in lost credits or deductions resulting in overpayments. Although taxes can be frustrating, don’t procrastinate and file late as it may come at a hefty penalty.  Any Canadian who misses the filing deadline will be subject to a late filing penalty of 5% of taxes owing, plus 1% of the unpaid tax balance per month. These tax penalties double for repeat late filers.

At EverSavvy Financial, we not only prepare your tax return, but we help educate you so you can better understand your tax situation and the impact that various decisions may have on your return.

Let EverSavvy Financial use its expertise gathered from more than 15 years of tax experience help you with your tax preparation and filings.

Taxation Services offered

  • Personal tax preparation
  • Sole proprietor tax preparation
  • Corporate tax preparation
  • GST/HST preparation
  • Tax planning
  • Tax education
  • CRA audit support

Financial Advisory

Strategize | Execute | Prosper

Because a goal without a plan is just a wish.

You have aspirations – for your business, for today and for the future. But finances can get complicated, and figuring out how to make those aspirations a reality can be overwhelming.

There is an endless amount of information at your fingertips; but where do you start? What strategies and techniques are best for your business?

At EverSavvy Financial, we look at your whole picture, and work with you to help you understand where you are, where you want to be, and how to get there. We simplify complex financial matters to help you build the financial plan that will let your business grow and prosper.

Contact us today to learn more about how we can help!

 Services offered

  • Virtual CFO services
  • Strategic business planning
  • Cash flow and budget planning

Business Start Up Services

Canada ranks as one of the best countries in the world to start a business. EverSavvy Financial wants to ensure your business gets off to the best start possible. When you start out, there are a lot of decisions to make which can be overwhelming. Should you incorporate or be a sole proprietor? Should you hire employees or contractors?

Let EverSavvy Financial help guide you with some of the most important considerations when starting a business.

  • Choosing the right business structure
  • Registering for a business number
  • Deciding on a budget
  • Knowing the regulations (tax and otherwise)
  • Setting up payroll accounts
  • Setting up GST/HST accounts

From our clients

“I use EverSavvy for my growing business. Anastasia is so helpful and knowledgeable. She responds quickly to any and all questions I may have and she’s really great at explaining things to me. I recently switched from sole proprietor to corporation and she’s making it a smooth transition. Highly recommend EverSavvy and Anastasia!”

- Anna L

Courses and Workshops

Feeling confused when it comes to taxes and the financial obligations of your business?

Business Finance Basics : Stress Less, Get Savvy

Set yourself and your business up for success with this foundational blended workshop and mentorship program that will not only give you the knowledge you need to achieve your objectives: it will help you start to build for the future in only 6 weeks.

Are you a business owner facing any of these challenges?

  • Making an informed decision between sole proprietorship vs. incorporation?
  • Understanding and managing your bookkeeping?
  • Struggling at tax time due to a lack of expense tracking management, or overpaying because you aren’t aware of how to optimize your tax return?
  • Failing to maximize your deductions and paying more taxes as a consequence?
  • Making consistent sales, but finding your profit stagnant because of avoidable costs and ineffective business transaction practices?
  • Achieving steady clients and sales, but not having a plan to scale and grow?

We want to help!

If the above resonates with you, we want to help! We know taxes can be scary and we want to make sure you are set up correctly and continuing to be compliant with the tax authorities (no one likes to be caught off guard at tax time!)

 

What do you think?

If this sounds like a good fit for you, sign up below to get up to date information on the course, and promotional details.

Any Questions?

Email admin@eversavvy.ca