Start with the business and its records
Tell us what you sell, how customers pay, which systems hold the records and what feels behind. A short initial enquiry is enough to start. Financial documents are requested only through an agreed channel.
Review before agreeing on the work
The assessment covers accounts, open periods, payroll, sales-tax registrations and the reports you need. We separate catch-up work from ongoing work and identify missing source documents before quoting.
Set responsibilities and timing
- Agree on access, document delivery and questions that need owner approval.
- Identify who approves payments and who prepares and submits returns.
- Set a monthly close timetable and a clear route for unresolved items.
- Confirm how the tax professional receives year-end balances and schedules.
Close, explain and improve
Reconcile each account, resolve differences and produce the agreed reports. Review the specific measures that matter to the business: location performance, inventory movement, job margins or overdue receivables. Adjust the process when the business changes.
Identify the taxes in the proposal
Bookkeeping and related taxable accounting services relating to Saskatchewan are already within PST. The general provincial rate is 6%; the regular federal GST rate for an ordinary domestic supply here is 5%. The actual scope, connection to the province and any applicable exemption determine the invoice treatment.
The engagement should show the service fee and applicable taxes separately. Work that relates to more than one jurisdiction needs a supported allocation review. A remote provider does not automatically remove provincial sales tax. Keep a personal-return service distinct from taxable business bookkeeping when both are requested.
Put this into practice
A practical next step
Bring the records you have.
We can identify missing information, agree on the scope and organize the next bookkeeping step.
Request a bookkeeping review