GTA Accounting

BACKGROUND

Please describe your company and position.

I am the Director of an IT company.

Describe what your company does in a single sentence.

Technoloy services consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Corporate Tax Filing
• Personal Tax Filing
• Tax strategy planning

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

• Close to my geographic location
• Good value for cost
• Experience with my needs

How many teammates from GTA Accounting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Yearly corporate bookkeeping and tax filing for a corporation as well as personal tax filing

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They have been managing my corporate and personal taxes for the last 8 years 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They maintaina schedule of deadlines and let me know when things need to be done. 

What was your primary form of communication with GTA Accounting?

Email or Messaging App

What did you find most impressive or unique about this company?

They turn around bookkeeping for many transactions and accounts at a reasonable cost.

Are there any areas for improvement or something GTA Accounting could have done differently?

Nothing's coming to mind right now

BACKGROUND

Please describe your company and position.

I am the Owner of CLC Group Planners

Describe what your company does in a single sentence.

Event planning and project management services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Bookkeeping
• Tax planning and filing

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from GTA Accounting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Bookeeping and tax filing and preparation for a corporation

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Up to date books

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were great

What was your primary form of communication with GTA Accounting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

quick response and knowledge

Are there any areas for improvement or something GTA Accounting could have done differently?

no

BACKGROUND

Introduce your business and what you do there.

I’m the president and co-founder of Lyrata Inc. We’re an agri-tech startup.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with GTA Accounting?

We needed help managing our books, filing our corporate taxes, and performing review engagements.

SOLUTION

What was the scope of their involvement?

GTA Accounting does our quarterly bookkeeping, files our corporate taxes, and performs review engagements. The review engagements serve as a “mini-audit” to provide to government and private investors to ensure that our accounting and financial practices are “by the book.” This boosts investor confidence.

What is the team composition?

We work with two teammates from GTA Accounting.

How did you come to work with GTA Accounting?

We found them through Google. GTA Accounting had the best pricing and quick service for our small business accounting needs.

What is the status of this engagement?

We started working together in April 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

GTA Accounting delivers on time and at cost. Thanks to their work, we’ve passed our government and investor audits, which is a success. We’ve also received a lot of investment, support, and marketing for our business to grow and scale.

How did GTA Accounting perform from a project management standpoint?

Austin (Founder & CEO) is very timely. We communicate via email and phone calls for urgent needs.

What did you find most impressive about them?

Their pricing is impressive.

Are there any areas they could improve?

It would be great if they created online client folders that they shared with us to input our accounting documents, such as receipts. This way, we’d all have them in the same place for both parties to refer to when needed.

BACKGROUND

Please describe your company and position.

I am the Executive of Vivace Properties

Describe what your company does in a single sentence.

We invest in multi-family properties.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Handle my corporate taxes both in Canada and US.
• Lower my tax bill.

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

High ratings

How many teammates from GTA Accounting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work included advising me on the proper structure for setting up a U.S. corporation that aligns with my privacy and liability protection needs. After providing clear and tailored guidance, GTA Accounting handled the entire setup process for the U.S. corporation directly.

In addition to the U.S. entity setup, Austin has also been responsible for ongoing bookkeeping and tax filing services for my Canadian corporation. This included maintaining accurate financial records, ensuring compliance with Canadian tax regulations, and filing the necessary returns in a timely manner. 

Key deliverables:

• Strategic consultation on U.S. corporation structure (with a focus on privacy and liability protection)
• Full handling of U.S. corporation formation
• Ongoing bookkeeping for my Canadian corporation
• Tax preparation and filing for my Canadian corporation. 

Overall, the support covers both strategic advisory and hands-on execution across my Canadian and US business needs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

These are the outcomes:

Full compliance with Canadian corporate tax regulations through accurate and timely filing of all required documents. 

Streamlined bookkeeping for my Canadian corporation, which improved the clarity and organization of my financial records, making it easier to track performance and prepare for future filings. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Items were delivered on time. My questions and concerns were answered and addressed promptly.

What was your primary form of communication with GTA Accounting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their professionalism 

Are there any areas for improvement or something GTA Accounting could have done differently?

While I’m overall satisfied with the service provided, there were a couple of areas where I believe there’s room for improvement.

First, there was a miscommunication between departments where I was asked about a payment that had already been completed. It wasn’t a major issue, but it did highlight the need for better internal coordination.

Second, during our initial consultation call, another client accidentally joined the meeting multiple times due to a double booking. It was a bit distracting and could be addressed with more careful scheduling to ensure a smoother client experience.

That said, these were isolated incidents, and they didn’t take away from the overall quality and professionalism of the service.

BACKGROUND

Please describe your company and position.

 I am the Broker of a real estate company 

Describe what your company does in a single sentence.

Real Estate

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

Tax, Book Keeping

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

• High ratings
• Referred to me

How many teammates from GTA Accounting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Working with GTA Accounting — led by Soheil — and especially with Austin, has been an absolute game-changer for my business.
From day one, Austin has been professional, knowledgeable, and incredibly supportive. He’s handled everything from my bookkeeping to personal and business taxes with precision and care.
Soheil has built a trustworthy and responsive team, and it shows in the level of service they provide.
No matter how complex the situation, Austin always finds the most efficient and compliant solution. It’s such a relief to have experts I can rely on.
If you're looking for peace of mind with your finances, I highly recommend Soheil, Austin, and the entire GTA Accounting team!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

they are consistent

Describe their project management. Did they deliver items on time? How did they respond to your needs?

they are on time, they keep follow up, they respond back quick

What was your primary form of communication with GTA Accounting?

Email or Messaging App

What did you find most impressive or unique about this company?

They are friendly, professional, and knowledgeable.

Are there any areas for improvement or something GTA Accounting could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the CEO of Critical Hit Holdings

Describe what your company does in a single sentence.

Independent marketing services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Save Money on Taxes
• File Comfortably

SOLUTION

How did you find GTA Accounting?

• Online Search
• Referral

Why did you select GTA Accounting over others?

• High ratings
• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Requested they file my personal and business taxes for the year

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Saved significant money during tax time

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Delivered quicker than expected

What was your primary form of communication with GTA Accounting?

Email or Messaging App

What did you find most impressive or unique about this company?

Personal service, quick replies, and great work

Are there any areas for improvement or something GTA Accounting could have done differently?

Nothing - they're the only accounting group I will be using.

BACKGROUND

Please describe your company and position.

I am the Director of NCRE

Describe what your company does in a single sentence.

Software application

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Year Accounting Preparation

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

High ratings

How many teammates from GTA Accounting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

First of all, the GTA team is very professional, always responding to queries in a timely manner. I was doing my routine tax preparation and I am extremely happy that I can always count on GTA Professional Accounting.

Good job to the entire team

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Response time

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes

What was your primary form of communication with GTA Accounting?

Email or Messaging App

What did you find most impressive or unique about this company?

Communication

Are there any areas for improvement or something GTA Accounting could have done differently?

None

BACKGROUND

Please describe your company and position.

I am the CEO of CSS

Describe what your company does in a single sentence.

Provide SAAS solutions and software for Healthcare

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Clean up Books due to previous CPA inability
• File 2024 Corporate and GST taxes

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

• High ratings
• Prompt reply to inquiry. Understood the complex requirements

How many teammates from GTA Accounting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We needed our books sorted out and GST/HST as well as Corporate Taxes filed

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

File the 2024 taxes

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Alexa of GTA worked through my books and asked a lot of questions.  She then fixed and corrected issues in the books.  In the end, she saved me 40% on my taxes compared to what I had to file using my previous CPA.  Alexa was very responsive and able to answer all my questions.

What was your primary form of communication with GTA Accounting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They worked diligently to resolve bookkeeping issues and bring it up to date.  Alexa spent a lot of time working through and understanding how to manage the US and CAD business sides.

Are there any areas for improvement or something GTA Accounting could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Treasurer of Don Valley Art Club

Describe what your company does in a single sentence.

Art Club

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Prepare yr end financial statements

SOLUTION

How did you find GTA Accounting?

Referral

Why did you select GTA Accounting over others?

Referred to me

How many teammates from GTA Accounting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Preparation of year end financial statements.

Change of fiscal year.  Preparation of year end financial statements for transition period.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Prepared and delivered the required documents on time.  

Describe their project management. Did they deliver items on time? How did they respond to your needs?

He was very professional.  It was easy to contact him and he was very responsive to our questions.  He ensured that everything was completed on time.

What was your primary form of communication with GTA Accounting?

Email or Messaging App

What did you find most impressive or unique about this company?

Very efficient.  I was able to get the inforamtion I needed in a timely manner.  My questions were answered promptly.  

Are there any areas for improvement or something GTA Accounting could have done differently?

We were very satisfied with GTA Accounting's work.

BACKGROUND

Please describe your company and position.

I am the Owner of Good Grief Yarn & Provisions

Describe what your company does in a single sentence.

Good Grief Yarn & Provisions is a yarn store in Toronto that offers a wide variety of high-quality yarns, knitting needles, crochet hooks, patterns, and other supplies for knitters and crocheters of all levels. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GTA Accounting to accomplish?

• Annual HST report

SOLUTION

How did you find GTA Accounting?

Online Search

Why did you select GTA Accounting over others?

Close to my geographic location

Describe the scope of work in detail. Please include a summary of key deliverables.

GTA Accounting was hired to submit annual revenue for HST purposes to the CRA. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Filed business taxes in a timely manner.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They accomplished everything promptly.

What was your primary form of communication with GTA Accounting?

Email or Messaging App

What did you find most impressive or unique about this company?

Efficiency.

Are there any areas for improvement or something GTA Accounting could have done differently?

No.