The scope of what we do

At Montivo, our services are designed around a straightforward principle: businesses need accurate, timely financial information to make sound decisions. We provide that through a combination of cloud-based accounting tools, electronic document management, and a structured workflow that keeps everything organized and accessible.

Each client works with a dedicated specialist who understands their specific situation. This means consistent communication, monthly reconciliations that catch discrepancies early, and reports prepared well before deadlines. Whether you need ongoing bookkeeping support or guidance on a specific tax matter, our approach remains the same—methodical, transparent, and grounded in current regulations.

Below you'll find details on each service area we cover. If something doesn't quite fit your situation, we're happy to discuss how we might adapt our approach to meet your needs.

What we offer

A complete range of accounting and tax services for businesses and individuals in Vancouver

01

Bookkeeping

Our bookkeeping service maintains accurate, up-to-date financial records using cloud-based accounting software. This includes recording transactions, reconciling bank and credit card statements monthly, and organizing receipts and invoices through electronic document management. The service is suited for small to medium businesses that need consistent financial tracking without the overhead of an in-house bookkeeper.

02

Tax Planning

Tax planning involves reviewing your financial situation throughout the year to identify opportunities for tax efficiency within the current legal framework. We analyze income streams, deductions, and timing of expenses to help you understand your tax position before year-end. This proactive approach is particularly useful for business owners and self-employed individuals managing variable income.

03

Payroll and HR Accounting

We handle payroll processing, including calculating wages, deductions, and remittances to the Canada Revenue Agency. This service also covers T4 preparation, Record of Employment forms, and maintaining compliance with provincial employment standards. It's designed for businesses with employees who need reliable, accurate payroll administration on a regular schedule.

04

Accounting Recovery

When financial records have fallen behind or become disorganized, our accounting recovery service brings everything back into order. We reconstruct missing entries, reconcile historical bank statements, and organize documentation to create a clean starting point. This service is often needed during ownership transitions, after staff changes, or when preparing for financing applications.

05

Tax Consultations

Our tax consultation service provides guidance on specific tax questions or situations you may be facing. Whether you're considering a business structure change, dealing with a CRA inquiry, or evaluating the tax implications of a major purchase, we offer informed perspective based on current tax law. Consultations can be scheduled as one-time sessions or as part of ongoing advisory support.

06

Tax Filing

We prepare and file corporate tax returns, personal income tax returns, and GST/HST returns in accordance with CRA requirements. The process includes reviewing source documents, applying eligible deductions and credits, and submitting returns electronically. We also handle any follow-up correspondence with tax authorities related to the filings we prepare.

07

Audit Support

When the CRA selects your return for review or audit, we provide support throughout the process. This includes organizing requested documentation, preparing response letters, and communicating with auditors on your behalf when appropriate. Having organized records and knowledgeable support can make a significant difference in how smoothly an audit proceeds.

Our workflow

A consistent approach that keeps your finances organized and your deadlines met

1

Initial conversation

We begin with a conversation to understand your current situation, what services you need, and any specific concerns or deadlines you're working with. This helps us determine the scope of work and match you with the right specialist on our team.

2

Document setup and access

Once we agree on the engagement, we establish secure access to your financial accounts and set up electronic document sharing. If you're transitioning from another accountant or from managing things yourself, we'll coordinate the handover of historical records.

3

Ongoing monthly work

For recurring services like bookkeeping or payroll, we maintain a consistent monthly schedule. Your dedicated specialist processes transactions, reconciles accounts, and flags any items that need your attention. You receive regular updates rather than surprises at year-end.

4

Reporting and review

We prepare financial reports and tax documents according to the agreed schedule. Before finalizing anything for submission, we review the details with you to confirm accuracy and address any questions. All reports are stored in your secure client portal for easy reference.

5

Year-round availability

Between scheduled tasks, your specialist remains available for questions that come up. Whether it's a quick clarification about a transaction or advice on how to handle an unexpected expense, you have a consistent point of contact who knows your file.

Common questions about our services

What accounting software do you work with?

We work with several cloud-based accounting platforms and can adapt to what you're already using in most cases. If you're starting fresh, we'll recommend software based on your business type and volume of transactions. The goal is a system that works efficiently for both of us.

How do you handle document sharing?

We use secure electronic document management rather than paper files. You can upload receipts and invoices through a client portal or email, and all your financial documents are stored digitally for easy retrieval. This approach keeps things organized and accessible from anywhere.

Can you help if my books are several months or years behind?

Yes, this is what our accounting recovery service addresses. We regularly work with clients whose records have become disorganized or incomplete. The process involves reconstructing what's missing and establishing systems to prevent the same situation going forward.

Do I need to come to your office for meetings?

Most of our client communication happens through phone, video calls, and secure messaging. In-person meetings at our Granville Street office are available when they're useful, but they're not required for most ongoing work. We adapt to whatever communication style works for you.

How far in advance should I reach out about tax planning?

Tax planning is most effective when done throughout the year rather than just before filing deadlines. If you're thinking about a significant business decision or anticipating changes in your income, reaching out sooner gives us more options to work with.

Talk to us

Have questions about which services fit your situation? Reach out and we'll help you figure out the right approach.

Get in touch

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