Services – Sundal

Core Values: Timeliness, Accuracy, Security

We help you to get more work done in less time with fewer resources at a lower cost to your firm.

Work engagements are executed by professional CPAs and technicians with files always completed to client’s preferences and standards

Our Compilation service provides accountants with a timely, cost-effective and professionally prepared set of compilation file deliverables.

Roll forward your CaseWare™ file.
Import GL or TB to CaseWare™ (according to your preference).
Perform variance analysis and an initial review of the general ledger.
Prepare a list of required documents (RD).
After receipt of required documents, we complete working papers, financial statements and T2.
Ensure that major accounts are reconciled and/or reasonableness determined.
Ensure the inclusion of continuity schedules for assets, inter-company and shareholder accounts.
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.

Our Bookkeeping service is a value-add extension to our compilation services.

Professional bookkeeping completed QuickBooks™ (QBO™), Sage™ & MS Excel™.
We maintain the highest levels of confidentiality and privacy with established, and stringent guidelines and security protocols.
Work is assigned to our dedicated specialized team of bookkeeping professionals.

Provide detailed bookkeeping or summarization of revenues and expenses.
Utilize your choice of software: QuickBooks™ (inc. QBO™), Sage™ or Excel™.
Reconcile bank and other major balances.
Provide monthly, quarterly or annual GST/HST returns.
Simple Process
Login and upload your accounting file & supporting documents.
Aside from any points requiring any clarification, our accountants complete your file.
You are notified that your completed and reviewed work is ready for you to download.

Accounting Outsourcing brings benefits that extend to you and your firm through to your clients

Applying an outsourcing strategy you will realize revitalized organizational flexibility.
More professional time will be available to you and your accounting practice.
Use available time to improve responsiveness and strengthen client relationships.
Newfound production process efficiencies can result in substantial cost savings.
Realize increases in individual productivity, shortened engagement schedules.
With concurrent file processing you can deliver greater volumes of year-end files.
Yield immediate benefits when the return on time investment is augmented.
Increasing your financial returns can be improved through accelerated billing cycles.
More available can be directed to your primary source of revenue – your clients.

Have your backlog of year-end files completed and ready for your final review within 10 business days… guaranteed