Recurring bookkeeping
Recurring bookkeeping on an agreed cycle, so your records stay current.
How we can help
- Categorizing transactions and reconciling accounts to statements
- Keeping account treatment consistent between periods
- Following up on unclear items and missing support
- Keeping records ready for GST/HST, payroll and year-end work
Payroll support
Payroll processing support on your pay schedule, aligned with the books.
How we can help
- Payroll processing support on your agreed schedule
- Payroll records reconciled to the bookkeeping
- Source-deduction amounts and periods kept visible
- Year-end payroll reporting support within scope
GST/HST support
Sales-tax support built on organized records and your actual account details.
How we can help
- Registration considerations where they apply
- Sales and input-tax-credit information organized for the period
- Returns prepared for your review and filed once approved
- Amount owing or refundable explained in plain language
QuickBooks setup and support
Practical help getting QuickBooks organized and keeping it that way.
How we can help
- File setup and chart-of-accounts structure
- Cleanup of inconsistent or duplicated history
- Recurring workflows for the routines you handle in-house
- Alignment with the bookkeeping and tax work Caldex performs
Caldex also works with other common bookkeeping platforms and does not claim an Intuit partnership or certification. Access is by approved invitation — never a shared password.
Corporate tax (T2)
Year-end coordination and T2 preparation built on your bookkeeping.
How we can help
- Confirming the records are ready for year-end
- Preparing the T2 return for your review
- Reviewing shareholder and related balances within scope
- Filing once approved and answering follow-up questions
Personal tax (T1) for corporate-client owners
Personal returns prepared with the corporate work already in view.
How we can help
- Preparing the owner's T1 return for review and filing
- Using information already gathered through the corporate work
- Checking personal amounts against the corporate records
- Explaining the outcome in plain language
Available only to the individual owners of Caldex corporate clients. Caldex does not provide family, investment, trust, estate, cross-border or non-resident tax services.
WSIB support
Administrative support for WSIB reporting, based on your payroll records.
How we can help
- Organizing the payroll information used for reporting
- Supporting periodic reporting and reconciliation
- Reconciling reported amounts to payroll
- Tracking correspondence and outstanding items
Registration and classification are determined by WSIB. Caldex cannot promise a particular classification, clearance, rate or coverage outcome.
CRA notice and compliance support
Support when CRA correspondence arrives and needs a considered response.
How we can help
- Reviewing the notice and confirming what is requested
- Identifying the account, period and response date
- Organizing the supporting records
- Preparing a response within the agreed scope and tracking follow-up
Caldex cannot guarantee that a penalty, interest charge or reassessment will be reduced or reversed. Do not send notices through the consultation form — we will provide secure instructions.
Business incorporation and setup
Accounting-side coordination when a business is being set up.
How we can help
- Organizing the information a new setup depends on
- Business-number and program-account considerations
- Bookkeeping structure and routines from the start
- Preparing for payroll, GST/HST and corporate-tax work
This is accounting and setup coordination, not legal advice. Caldex is not a law firm; legal documents and shareholder agreements require a lawyer.
Financial reporting
Periodic reporting so you see how the business is doing between year-ends.
How we can help
- Statements or management reports prepared from the records
- Notable movements between periods highlighted
- Outstanding bookkeeping questions flagged
- A plain-language review with you
Prepared from your records for internal use. Not an audit, review engagement, assurance, valuation, financing approval or fractional-CFO service.
