---
title: "How It Works"
id: "9063"
type: "page"
slug: "how-it-works"
published_at: "2025-03-22T08:03:53+00:00"
modified_at: "2025-04-11T07:06:55+00:00"
url: "https://taxccount.com/how-it-works/"
markdown_url: "https://taxccount.com/how-it-works.md"
excerpt: "Simple. Transparent. Hassle-Free. At Taxccount, we’ve streamlined the process of getting professional bookkeeping and accounting services for Canadian businesses, realtors, and self-employed individuals. Whether you’re just getting started or need to clean up your books, we make it easy to..."
---

**Simple. Transparent. Hassle-Free.**

At [Taxccount](https://taxccount.com/)
, we’ve streamlined the process of getting professional bookkeeping and accounting services for Canadian businesses, realtors, and self-employed individuals. Whether you’re just getting started or need to clean up your books, we make it easy to get the support you need.

### Free Consultation

We begin with a **free consultation** to understand your business, industry, and accounting needs. Whether you’re looking for monthly bookkeeping, payroll support, or tax filing, we assess where you are and recommend a solution tailored to your goals.

**What we’ll discuss:**

- Business type and structure
- Income sources and expense categories
- Current accounting setup (if any)
- CRA obligations (GST/HST, payroll, tax filings)

### Setup and Onboarding

Once we understand your needs, we’ll set up your bookkeeping system or transition your current data into a **cloud-based platform** like QuickBooks or Xero.

**Included in onboarding:**

- Chart of accounts setup
- CRA account registration (if needed)
- Connecting bank/credit accounts securely
- Organizing receipts and past records

### Ongoing Bookkeeping & Support

We’ll handle your **bookkeeping on a monthly or quarterly basis**, keeping your financial records accurate, organized, and up to date. You’ll have access to real-time reporting and regular updates.

**Our ongoing services include:**

- Income and expense tracking
- GST/HST calculations and filings
- Payroll processing (if applicable)
- Bank reconciliations
- Monthly or quarterly reports

### Year-End Reporting & Tax Filing

At year-end, we prepare your **financial reports and tax returns** (T1 for self-employed or T2 for corporations). We also ensure your business remains fully compliant with CRA requirements.

**What you get:**

- Year-end financial statements
- T1/T2 tax return filing
- T4s, T4As, and ROEs if applicable
- Full support in case of CRA reviews or audits

### Continuous Support & Advisory

We don’t just do the numbers—we help you understand them. Our team is here to answer your questions, provide insights, and guide you as your business grows.

**Ongoing benefits:**

- Business advisory and financial planning
- Quarterly check-ins
- Strategic tax-saving advice
- CRA audit assistance

## Ready to Get Started?

Book your free consultation today and see how easy it is to stay compliant, stress-free, and financially organized with **Taxccount**—your trusted partner for bookkeeping and accounting services in Canada.