Merging Cloud Technology With Accounting Expertise

Sundal’s process has been developed by a team of professional accountants and is designed to guarantee that every compilation file, personal tax return and bookkeeping engagement meets our clients’ highest standards. In addition to embedded security and quality control protocols, all work is subject to reviews by our International accountants.

With all work overseen by a Canadian-based accountant, files are assigned to an accountant within one of our specialized teams. A designated client relations contact gets to know specific preferences and ensures that work prepared meets the clients’ highest standards every time. We have designed a streamlined and effortless three-step process to maximize efficiency and provide you with highly measurable benefits.

1. Secure File Upload

Upload your CaseWare™, accounting file & supporting documents with your request

2. We Complete Your Files

You are notified that your file(s) are completed, reviewed and ready for you to receive

3. Secure File Download

You download your completed file(s)

Please note:

Compilation engagements have a sub 10 business day turnaround time

T1 returns completed and returned within 72 hours

Turnaround times may vary based upon having received all necessary supporting information relevant to the completion of files.

Privacy + High Security

  • Sundal’s process has been developed by a team of professional accountants.
  • Every compilation file, personal tax return and bookkeeping engagement aims to meet your highest standards.
  • With embedded security and internal quality control guidelines, all work is subject to a final review by our accountants.
  • A Canadian-based Sundal accountant oversees all client work.
  • Files are assigned to an accountant within one of our specialized teams.
  • Your work is processed in accordance to your specific preferences.
  • Our streamlined three-step process is designed to maximize efficiency and provide you with highly measurable benefits.

Compilation File Request Process Example:

  1. Login to your WorkFlow account with your Sundal supplied security credentials

  2. Submit Your File Request

  3. Upload your compressed CaseWare™ file, back-up bookkeeping file and tax file along with the supporting documents.

  4. Aside from communications related to points requiring clarification, you can relax while your files are completed.

  5. You are notified that your work has been completed and reviewed and is ready for you to receive.

What We Do:

  • Roll forward your CaseWare™ file
  • Import GL or TB to CaseWare™ (according to your preferences)
  • Perform variance analysis and an initial review of the general ledger
  • Prepare a list of required documents
  • Following receipt of required documents, we complete the working papers, financial statements and T2 return.
  • Ensure that major accounts are reconciled and/or reasonableness is determined.
  • Ensure the inclusion of continuity schedules for assets, inter-company and shareholder accounts.
  • Ensure that marketable securities are reconciled to T3 and T5 slips (if required).
  • Ensure that all source documents are embedded, linked, cross-referenced.
  • Files are prepared, reviewed and returned to you within ten (10) working days.

What You Receive:

  • Completed working papers in CaseWare™
  • Completed T2 return
  • Financial statements using your CaseView™ or Jazz-It™ templates
  • Final adjustments based on your review
  • GST return (if requested)
  • Compilation engagements have a sub 10 business day turnaround time (1)
  • Quality Assurance and review by a senior CPA (2)

(1) Turnaround times may vary based upon having received all required supporting information relevant to the completion of files.
(2) Sundal Quality Control reviews completed work verifying accuracy and conformance to client specifications prior to its return.