Please review our COVID-19 Policy.
 

BUDGET PREPARATION SERVICES

NORTH VANCOUVER

For our growing bookkeeping clients, we will prepare a complimentary annual budget:

  • based on prior-year results,
  • eliminating any unique transactions in that year, or
  • one-time transactions that will happen in a year to come.

Our most popular report is The Profitability Per Customer Report!

There are many more bookkeeping and accounting reports depending on the client’s size, need and readiness to use the data and make strategic decisions for the business.

Each month during our financial statement review we provide our clients with reports such as:

  • Current month versus prior month
  • Current year to date versus last year to date versus budget
  • Month by month of the current year vs. month by month of of the budgeted results.

LEARN HOW TO SAVE ON YOUR CORPORATE TAX FILING

    We respect your privacy. You will be only contacted by G.Synergy Tax CPA.

    - OR -

    For our growing bookkeeping clients, we will prepare a complimentary annual budget:

    • based on prior-year results,
    • eliminating any unique transactions in that year, or
    • one-time transactions that will happen in a year to come.

    Each month during our financial statement review we provide our clients with reports such as:

    • Current month versus prior month
    • Current year to date versus last year to date versus budget
    • Month by month of the current year vs. month by month of of the budgeted results.

    Our most popular report is The Profitability Per Customer Report!

    There are many more bookkeeping and accounting reports depending on the client’s size, need and readiness to use the data and make strategic decisions for the business.

     

    LEARN HOW TO SAVE ON YOUR CORPORATE TAX FILING

      We respect your privacy. You will be only contacted by G.Synergy Tax CPA.

      - OR -

      Cash Flow Projection

      If you would like to oversee electronic fund transfers, managing cash in the short and long term in an effective way, please contact us to learn about our G. Synergy Tax CPA Cash Flow Projection Model.

      KPI and Score Cards

      Would you like to award high performing employees? Key performance indicators KPI and sophisticated score cards can be objective way to keep employees’ performance in line with company goals. We can help our bookkeeping and accounting clients to incorporate our service to help them award those employees who are outperforming.

      Soft Collection

      • If you happen to have a customer that is behind with your invoices payments, please contact us.
      • All of our clients are eligible for our soft collection service free of change.
      • Our success rate is very high and mostly 100% due to our soft approach where we create trust between the service provider and service receiver.

      Temporary Accounting Manager / Controller

      If your Finance Lead has suddenly left your company and you have not found a replacement yet, please contact G. Synergy Tax CPA as we have knowledge and experience to help you bridge the gap. We can help you with the monthly reporting, budget preparation and statutory reporting.

      Locations Served
      Most of G. Synergy Tax CPA clients are in North Shore including North Vancouver, West Vancouver, Squamish, Lions Bay, Deep Cove. Some of our great customers are from Vancouver or Burnaby and all the way to Pitt Meadows, New Westminster, Victoria and Surrey.

      Accounting Software We Use…
      Besides traditional Excel, Word documents, Acrobat PDF and Power Point, we help clients using:

      • Quick Books Desktop
      • Simply Accounting
      • Sage.

      Plus, we are Quick Books Online Certified andPro Advisor Certified For tax and financial statements preparations we use:

      • ProFile Software for tax preparations
      • Case Ware for financial statements preparation.

      G.Synergy Tax, CPA Inc.
      #120 – 1000 Roosevelt Crescent
      North Vancouver, BC V7P 3R4

      Tax Consultants
      778 960 7720 ext. 2, 3 & 5
      info@gsynergytaxcpa.ca