May

30

Checklist: Notice To Reader

May 30, 2007 | Leave a Comment

Summary Of Service
I will prepare unaudited annual financial statements, usually in either a bound or unbound format. The financial statements may be either computerized statements, or formal ‘typed’-looking statements. There may or may not any Notes to The Financial Statements. A NOTICE TO READER is a ‘Compilation Engagement’. I generally receive information supplied by the […]

May

30

Checklist: Review Engagement

May 30, 2007 | Leave a Comment

Summary Of Service
I will prepare unaudited annual financial statements, usually in either a bound or unbound format. The financial statements will be formal ‘typed’-looking statements, and contain Notes to the Financial Statements. A REVIEW ENGAGEMENT is a higher level of professional involvement, and there will be significantly more information that will be required, as well […]

May

30

Checklist: Audit

May 30, 2007 | Leave a Comment

Summary Of Service
An audit engagement is the highest level of professional involvement, including the application of generally accepted auditing standards in support of each significant financial statement item. Audits are required only in very specific circumstances which usually do not apply to private corporations. An Audit includes examining, on a test basis, evidence supporting the […]

May

30

Checklist: Monthly Accounting

May 30, 2007 | Leave a Comment

Summary Of Service
I will prepare (without audit) monthly or quarterly computerized financial statements from information provided by you. I will enter from either posting sheets or excel recaps that you provide to us via fax or email. I can enter your income and expense transactions from source documents such as your cheque stubs, deposit books, […]

May

30

Checklist: Personal Income Tax Returns

May 30, 2007 | Leave a Comment

Summary Of Service
I will prepare (without audit) your annual T1 Income Tax Return from information provided by you. You will receive a summary and “Client Copy” of your final tax return filed.
Tag: Information ChecklistShare This

May

30

Information Checklist - The Basics

May 30, 2007 | Leave a Comment

For new clients, I request the following for my files:
All Clients
* Current Contact Mailing Address
* Current Phone and Fax numbers (home, work, cell)
* Current Email address
* PIPEDA Letter
* Engagement Letter
Tag: Information ChecklistShare This

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