Why choose 786 Venture CPA outsourcing bookkeeping?
We service solo bookkeepers and bookkeeping firms all over Canada with a special focus on the Calgary, Edmonton, Red Deer, and Lethbridge bookkeeping firms in Alberta.
Do you face high employee turnover?
Did you ever miss client delivery of financial reporting due to a lack of staffing? or quality staff?
Did you find inconsistent work quality with various team members?
Are you faced with a bottleneck in your growth trajectory?
Is your firm current valuation low and not per your expectations?
Are you ready to take the next step towards your dream valuation exit?
If any of the answers to your questions above is a YES then please connect with us today to get the next step toward your “Dream Exit“
Unlock unprecedented growth and profitability with our cutting-edge AI and Robotic Process Automation (RPA) enabled bookkeeping services. My journey to scaling a 400-client firm rapidly while maintaining an impressive 45%-50% net margin is a testament to the power of our innovative technology.
Partner with us, and we’ll transform your firm into an efficiency powerhouse, ‘ready-to-scale to your dream heights’. Our AI and RPA-backed services ensure consistent, high-quality bookkeeping, allowing you to focus on scaling and achieving your business aspirations.
Outsourced accounting and Tax package inclusions explained:
Industries
All industries for the full-time block and all industries except for crypto for the part-time block.
T2 Corporate Tax Return
Tax Planning Corporation & Salary vs Dividend Planning
GST/HST Return, Audit Support & Compilation Engagement
At no additional cost, the same group of clients listed in the point above will have the same All-inclusive services listed below –
- GST/HST Return
- Unlimited CRA Audit Support
- Accounting Software subscription fees at no cost to you.
- Compilation engagements are prepared and filed at $500/engagement with the Full-time block.
- Compilation engagements are prepared and filed at $750/engagement with the part-time block.
Full-time Block (FTB)
The full-time block includes 150 hours over 4 weeks, It is not limited to the number of clients instead it is dependent on the number of chargeable hours only.
Part-time Block (PTB)
The part-time block includes 50 hours over 4 weeks, It is not limited to the number of clients instead it is dependent on the number of chargeable hours only.
CPA on-demand support
Direct unlimited internal communication channel setup with a CPA with Tax specialty for ease of communication for business-related matters.
Business Advisor as a Value Acceleration on-demand service
Included at 1 hour per month with the FTB and 15 minutes per month with the PTB. This service is provided to help your bookkeeping firm grow and remove bottlenecks. This service also allows us to see various opportunities (CFO for hire/ Exit planning/ business buy and sale), which we can present to the bookkeeping firm to discuss with the client. This increases your credibility with your clients, enhances your profitability, and creates new revenue opportunities.
How does the bookkeeping firm benefit
Innovative Tax and Exit planning expertise
Advanced Tax & Exit Planning Services: Leverage cutting-edge strategies from our Certified Exit Planning Advisors (CEPA) for business growth, restructuring, and profitable exits. Ideal for businesses seeking innovative tax solutions.
Customized Business Growth Strategies: Our tailored plans are crafted to align with your specific business goals, ensuring leadership in fiscal management and strategic planning.
Strategic Financial Growth Tactics: Elevate your business with our sophisticated financial strategies, designed for dynamic business expansion and fiscal success.
Lucrative Referral Program Opportunities: Benefit from our attractive referral program, designed to enhance the partnership value for financial advisors and bookkeepers.
Earn with Our 10% Referral Commission: Boost your firm’s revenue by earning a 10% commission for each client you refer to our financial services, a substantial incentive for business growth.
Building Profitable Partnerships: Our referral program is structured to fortify professional relationships and recognize the value of mutual trust in the financial sector.
Diversify Your Revenue Streams: Expand and diversify your income sources through participation in our comprehensive referral program, a strategic move for financial professionals looking to increase profitability.
Non-compete and non-solicitation
Trusted Business Partnerships: Upholding non-compete and non-solicitation agreements, a cornerstone of our trusted partnership.
Non-Compete Agreement Compliance: Strict adherence to non-compete agreements, protecting your client base and business interests.
Client Exclusivity Assurance: Our commitment to non-solicitation ensures the exclusivity of your client relationships.
Collaborative Business Engagement: We engage within agreed terms, respecting the boundaries of our partnership.
Upholding Professional Ethics: Our integrity-focused approach fortifies trust and confidence in our collaborative efforts.
Strategic Business Growth Support: Focus on expanding your business with the assurance of our supportive and conflict-free partnership.
Secure Market Positioning: Enhance your market presence, backed by our commitment to supporting your business goals.
Conflict-Free Client Management: Maintain healthy, uninterrupted client relationships with our clear, ethical collaboration practices.
Wholesale bookkeeping and Referral Commission
Affordable Wholesale Bookkeeping Solutions: Benefit from our competitive pricing, specially tailored to meet the diverse needs of clients in the bookkeeping sector.
Earn 10% with Our Financial Services Referral Program: Secure a 10% commission for every client you refer to us for comprehensive services, including financial statement preparation, business planning, tax strategy, and exit planning.
Expand Your Bookkeeping Offerings: Enhance your service portfolio by offering additional high-quality financial services to your clients, without the need to expand your in-house team.
Revenue Growth Through Referral Partnerships: Utilize our referral program to unlock new revenue streams, significantly boosting your bookkeeping business’s profitability.
Seamless Service Integration for Bookkeepers: Effortlessly integrate our wide range of financial services into your business model, providing a comprehensive one-stop solution for your clients.
Trusted Professional Financial Team: Rely on our dedicated team of professionals, committed to maintaining the highest standards of service quality and confidentiality in all financial dealings.
Comprehensive Accounting and Financial Management Solutions for Diverse Industries
What does your accounting firm provide?
Our comprehensive accounting services encompass all aspects of financial management, including meticulous financial statement preparation, precise tax preparation, insightful financial reporting, efficient payroll management, and expert advisory services.
How do you protect my financial information?
At our firm, the sanctity of your data is paramount. We implement robust, secure systems and cutting-edge software to guard your financial information. Access is stringently controlled, and limited to authorized personnel only. Each of our staff members is bound by confidentiality agreements and routinely trained in the latest best practices for data protection.
What are the charges for your accounting services?
Our charges depend on the specific services you need and the complexity of your financial context. We assure competitive rates and provide a transparent, detailed quotation before commencing any task. Fees are charges on the 1st of each month payable in advance in the beginning of the month. Please review the pricing page for more details.
Can you assist with tax planning?
Absolutely! Our forte lies in strategic tax planning, empowering you to optimize your tax liabilities. Whether you’re an individual or a business entity, we deliver personalized advice on tax strategy and planning that aligns with your financial objectives.
Is there a commitment term?
Not really! We believe in the power of our services and ask business owners to partner with us for a minimum of one fiscal year to witness our acclaimed performance firsthand. With flexibility at the core of our operations, we allow for monthly subscriptions that can be cancelled with a 30-day notice, ensuring you’re always in control.
What Industries Can Benefit from Our Accounting and Tax Services?
At 786 Venture CPA Corp, we offer versatile accounting and tax solutions that cater to a diverse range of industries. While our services are designed to meet the needs of all businesses, we have created specialized one-stop Accounting and tax packages targeted towards certain sectors for optimal results.
These industries include:
- Physicians and Medical Practices: We cater to the unique financial needs of doctors and their offices, ensuring seamless operations.
- Assisted Living and Senior Care Homes: We help care facilities manage their financial responsibilities efficiently, allowing them to focus on providing top-tier care.
- Social Media Influencers: We navigate the new-age financial landscape of influencer earnings, ensuring accurate tax preparation and financial management. We specialize in various spaces, namely YouTube, Twitch, Instagram, TikTok, etc.
- Professional Services: We serve professionals such as architects, engineers, IT consultants, and other medical practitioners, offering solutions that align with their industry-specific needs.
- Optometrists:We understand the financial needs of eye-care practitioners, offering services to manage their accounts effectively.
- Restaurants and Cafés: We assist hospitality businesses in maintaining healthy financial operations, making way for sustainable growth.
- Trades: Electricians, plumbers, and other trade professionals can rely on us for their unique accounting and tax needs.
- Digital Currency: Crypto, DeFi, NFT, or any other Digital currency. We have a specialty in responding to various Income tax audits on Crypto Currency clients.
Types of industry and client we don’t service:
- Manufacturing and Processing, Agriculture, Foreign entity not based in Canada.
If you don’t see your industry here, please inquire, we would love to be able to assist you!