Joy Beginner
Sole proprietors, small corporations, low transaction volume businesses
| Connected Accounts | Upto 2/CC |
| No of Transactions per month | upto 50/month |
| GST/HST (and PST, if applicable) Returns | included where required |
| Secure client portal & remote service | ✔ |
| Accounting software (QBO / Xero / Wave) | Support provided |
| Bank Reconciliation | included |
| Access to Accounting Books | Read Only Reports |
| Financial Reports and Review | Half-yearly summary |
| Executive walkthrough (video review) | Available if needed |
| Year-round quick Q&A | ✔ |
| Payroll | Available if needed |
| Business & financial consultation | Available if needed |
Joy Mastery
Growing small–medium corporations with regular activity
| Connected Accounts | Upto 3/cc |
| No of Transactions per month | upto 150/month |
| GST/HST (and PST, if applicable) Returns | included where required |
| Secure client portal & remote service | ✔ |
| Accounting software (QBO / Xero / Wave) | Support provided |
| Bank Reconciliation | included |
| Access to Accounting Books | Read Only Reports |
| Financial Reports and Review | Quarterly performance review |
| Executive walkthrough (video review) | included |
| Year-round quick Q&A | ✔ |
| Payroll | upto 2 employees |
| Business & financial consultation | Available if needed |
Joy Prestige
Scaling corporations, owners who value time, clarity, and control
| Connected Accounts | Upto 5/cc |
| No of Transactions per month | upto 250/month |
| GST/HST (and PST, if applicable) Returns | included where required |
| Secure client portal & remote service | ✔ |
| Accounting software (QBO / Xero / Wave) | Subscription Included |
| Bank Reconciliation | included |
| Access to Accounting Books | Full Access |
| Financial Reports and Review | Monthly performance dashboard |
| Executive walkthrough (video review) | included |
| Year-round quick Q&A | ✔ |
| Payroll | Upto 5 employees |
| Business & financial consultation | included |
Augustine Joy
With a strong foundation in tax and finance, Augustine has established himself as a knowledgeable consultant across Canada, known for his analytical skills and integrity in navigating complex financial landscapes.
Education
Business Diploma in Accounting
Institution: Saskatchewan Polytechnic, Canada
Year of Graduation: 2015
Professional Achievements
Tax Professional at H&R Block
Duration: 2015 – 2020
Responsibilities: Tax consultation, preparation, and ensuring compliance with tax laws.Collections and Enforcement Officer, Government of Saskatchewan
Duration: 2020 – 2022
Responsibilities: Managing collections, enforcing tax compliance, and resolving outstanding liabilities.Auditor, Government of Saskatchewan
Duration: 2022 – 2023
Responsibilities: Conducting financial audits, ensuring adherence to standards, and identifying discrepancies.
Other Services:
- Business Consultation and Planning: –
- Business Incorporation and setup with Initial 30-minute Consultation.
- Personal Tax planning, advisory, retirement planning, and other personalized services.
- Audit Representations: This is often charged on an hourly or flat rate basis, depending on the level of expertise required and the complexity of the audit.
- Additional Services –
- Late filing assistance
- Amended returns.
- For unique cases, consultations, or handling complicated tax issues, you might charge an hourly rate, or a flat fee based on the estimated time and complexity involved.
Peace of Mind: Have one of our experts beside you from the moment you receive a CRA assessment or audit, helping you through the process.
- Free Second Look: We’ll review your past year’s return looking for money that others may have missed.
Peace of Mind can be added to any kind of personal tax return with an extra $30 per year!