GTA Accounting

BACKGROUND

Please describe your company and your position there.

I am the director at a E-commerce and digital retail company. I run and oversee sales, marketing and customer service for our clients.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting?

We needed a professional, knowledgeable and accessible team to prepare our taxes and help us with all of our financial and accounting inquires.

What were your goals for this engagement?

Our main goal was to hire a long term professional team to prepare our taxes and provide insights on our financial and accounting questions.

SOLUTION

How did you select GTA Accounting?

We searched online and read about their reviews and ratings. therefore, we made a phone call and from the very first call they answered our questions professionally and we figured they can handle the accounting services we were looking for.

Describe the engagement in detail.

We first spoke to their team on the phone regarding our accounting needs and when they answered all of our questions accurately we made in person meetings with them which all went very well. Very flexible team who are always there to help you with your taxes inquires.

Describe their billing or cost structure.

They offer reasonable prices for their accounting services corresponding to your needs and answer all your questions promptly at no extra charge.

What was the team composition?

We mainly worked worked with one of their senior accountant and may bookings and phone calls done through their other staff members who answer and return any phone calls/emails promptly and professionally.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Within 15 days they completed our business taxes. They are great at sending us reminders regarding our meetings, deadlines, needed documents and etc.

How effective was the workflow between your team and theirs?

Our accounting manager is very easy to reach, highly knowledgeable who always takes the time to meet with you and answer your questions on the phone or via emails. They also frequently provide updates, reminders and help us with our future financial goals.

What did you find most impressive about this company?

They are staffed with highly qualified and professional staffs who are always there to answer your financial questions and help you with your any accounting related matter.

Are there any areas for improvement?

We believe they are doing a great job at providing their accounting services.

BACKGROUND

Please describe your company and your position there.

We are a consulting company where I am the owner. We consult for companies in the technology and marketing space

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting?

Business Tax filing and bookkeeping services

What were your goals for this project?

I wanted cost effective tax services and to be provided with education on business taxation works. I also wanted to ensure that

SOLUTION

How did you select GTA Accounting?

My Team researched and spoke with a number of accounting firms and at the end of it all chose GTA Accounting. Sohail's availability and willingness to get on a call to educate me on the process and answer any questions I had made his service the most valuable for me.

Other services typically had a higher cost associated with this level of support and as a newer business we wanted to make sure we didn't have to pay for every single question we wanted to ask

Describe the project in detail.

We contracted Sohail's team to get an accounting firm that could help us with business taxes, personal taxes, and answer any questions we had along the way. We are a Sonew businesses so needed someone that could help us with all of the things we do not know and provide strategy where needed. Having Sohail and his team help is like an extension of our team.

What was the team composition?

Sohail was the head of the project but he also had a team of Accountants that would help with bookkeeping and an assistant who would follow up by phone if I had any questions or wanted to book time to speak with Sohail or any of the accountants. Sohail was involved in the entire process and copied on emails so he knew what was going each step of the way

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Sohail and his team made a quick turnaround once I provided the documents he needed. he successfully completed my taxes while ensuring everything was thorough and I was happy with the result.

How effective was the workflow between your team and theirs?

Email and phone has allowed us to keep everything important documented and provide us with

What did you find most impressive about this company?

I found Sohail's responsiveness and the level of care he takes to ensure the client is happy to be above and beyond.

We were also impressed by him and his team's genuine desire to help and not charge money for things that did not need to be charged for. They make it easy for businesses that dont have a lot of cash flow or budget to be designated towards accounting services easy to do business with

Are there any areas for improvement?

Perhaps we could have some form of google doc to manage timelines or a project manage tool like ASANA where we keep all questions related to the project so everything is in one place as opposed to email as an idea

BACKGROUND

Please describe your company and your position there.

This was for a personal tax question.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting?

I needed to know if due to COVID if Canada would consider the days since they closed the border down that I've been here towards my 'deemed' residency status. Mr. Sohail had reviewed Canda's information about this and informed me that they would not count this towards my time being here.

What were your goals for this engagement?

To interpret Canda's instructions on my time here since the border closing.

SOLUTION

How did you select this vendor?

Researching the vendor via searching on the internet.

Describe the engagement in detail.

I called the firm to see if I could talk to someone regarding my question at hand. I talked to a screener who I described my issue to and then I was scheduled with a CPA, Mr. Sohail in a couple days. Mr. Sohail called me at the scheduled time and let me know what he had found out regarding my situation.

Describe their billing or cost structure.

This wasn't applicable for this transaction.

What was the team composition?

Unsure.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

This was very helpful to me because Mr. Sohail called me and let me know the results of how to interpret what my situation was. Thankfully it was the news I wanted to hear, but either way, he let me know quickly and easily and was very helpful.

How effective was the workflow between your team and theirs?

The workflow was very quick and efficient!

What did you find most impressive about this company?

They quickly got back to me with their answers.

Are there any areas for improvement?

No, they were very helpful and efficient.

BACKGROUND

Please describe your company and your position there.

I am the Owner and Operator of The Avant-garde Company. We are a leadership training and professional coaching services in GTA.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting?

We were behind in filing our Corporate Taxes and worried about the impact on our financial obligations to CRA. GTA Accounting helped us prepare and complete all fiscal year taxes.

What were your goals for this engagement?

Our main goal was to file all our corporate taxes on time without incurring any financial/ legal penalties.

SOLUTION

How did you select this vendor?

We searched online for months and spoke with several accounting firms. We even spent the time to interview with some of them to ensure they are straightforward enough and considerate with our needs and expectations.

GTA Accounting, with the leadership of Sohail, I received personalized phone calls, emails, and prompt responses without feeling judged for our lack of timely filing.

Describe the engagement in detail.

First, I spoke with Sohail. He listened empathetically with our situation. Asked clarifying questions to assess how they can help. He provided advice and tax preparation scope of work with free from the worry of financial audits. Second, Sohail and his team were prompt in all of my emails and phone calls.

They were clear with their responses and the instructions of what I need to prepare with my ledgers. Third, Sohail offered a guarantee to be there for any CRA questions or reassessment issues. The consultation will be free as long as it covers their guarantee.

This alone was a saving grace for a struggling business owner, which made me felt valued and trust their work and their team in providing the right and earnest work.

Describe their billing or cost structure.

They were reasonable and fair which gives tremendous value to the work they provided to us. We were invoiced at the end of the work, which alleviates any anxiety whether the work will be correct or complete. They made sure they deliver at a customer's satisfaction first.

What was the team composition?

Sohail, the CEO himself took the time to ensure he answered my questions concisely and clear. He was there for me to be on a phone when needed.

I don't have to retell my story or concerns even with his team. All docs, authorizations, and files were all electronic which made it easier to process the filing in CRA and for our review.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Cost and time reductions and helped avoid any penalties from passed late filings. All forms were updated and filed properly. Above all, our worry and anxiety were reduced to zero just based on the services they provided to us.

How effective was the workflow between your team and theirs?

It was well-organized. I have to follow-up at the start to get the authorization access to my Business account. I was able to integrate them into my accounting software and CRA account that they utilized for proper tax filing. They respond within an hour or within minutes. When I phone, any who answers were polite and clear with their communication.

What did you find most impressive about this company?

We were blown away from how the personalize the service was. They stand up to their guarantee and immediate correction of any feedback I provided.

We felt valued and respected as a client considering taxes and CRA as a combination gives any entrepreneur anxiety most of the time. GTA Accounting was very professional and prompt.

Are there any areas for improvement?

There are only two things we can think they can improve: - status updates when expected timeline was given - clarify the details of other extra costs if possible so no surprises in the invoice even how small they are.

BACKGROUND

Introduce your business and what you do there.

I own a consulting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with GTA Accounting?

Although I had an accountant, I hired GTA Accounting to handle a particular situation with the national revenue and tax agency.

SOLUTION

What was the scope of their involvement?

GTA Accounting guided me through the situation and spoke to the government agent on my behalf. The team now does corporate bookkeeping and account maintenance for my three companies.

What is the team composition?

I have one main point of contact, but have also worked with 1–2 underwriters as needed.

How did you come to work with GTA Accounting?

I found GTA Accounting through a keyword-based online search and subsequently met the team at their office. They were familiar with my issue.

How much have you invested with them?

We’ve spent around $5,000.

What is the status of this engagement?

We started working together in August 2018 and the partnership is ongoing.

RESULTS & FEEDBACK

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

I’ve seen significant savings as their long-term client. The cost for the initial work performed was amazing. GTA Accounting got involved with direct governmental communication when my previous account did not care to speak with the agent.

How did GTA Accounting perform from a project management standpoint?

GTA Accounting is available and prompt. They enable clients to choose phone- or email-based communication.

What did you find most impressive about them?

The team genuinely cares about their clients; I’ve felt undercharged at times for their comprehensive service. That value led me to give GT Accounting all of my business after resolving the initial situation.

Are there any areas they could improve?

No, they’ve been great.

Do you have any advice for potential customers?

Potential clients should sit down and talk with GTA Accounting because their level of expertise is quite impressive. They are intelligent and knowledgeable about certain provisions that I wasn’t familiar with before.

BACKGROUND

Please describe your company and your position there.

I am president of CSK Trading involved in horticulture business.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting, and what were your goals?

To file a corporate Tax returns for our company.

SOLUTION

How did you select this firm and what were the deciding factors?

Google search.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

File the tax returns as per CRA guidelines

Describe their billing or cost structure.

Very efficient & cost effective billing structure.

How many resources from the firm's team worked with you, and what were their positions?

2 accounting resources worked with me.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Tax filling was done in timely & appropriate manner.

Describe their project management style, including communication tools and timeliness.

Very efficient & professional

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

Their effective communication and knowledge about filing taxes were top-notch!

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

no

BACKGROUND

Please describe your company and your position there.

Self-employed

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting, and what were your goals?

Filing taxes

SOLUTION

How did you select this firm and what were the deciding factors?

Word of mouth, online

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Tax filing

Describe their billing or cost structure.

Reasonable

How many resources from the firm's team worked with you, and what were their positions?

3

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

I highly recommend this firm. From beginning to end, very fast in responses and thorough work.

Describe their project management style, including communication tools and timeliness.

Good communication, very timely delivery

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

Their results were great. Detail-oriented

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

None

BACKGROUND

Please describe your company and your position there.

I had just moved to Canada so I needed somebody to do my personal taxes.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting?

To do my personal tax returns.

What were your goals for this engagement?

For GTA Accounting to do all of my taxes.

SOLUTION

How did you select this vendor?

Searching online / online reviews.

Describe the engagement in detail.

I had a free phone consultation. Once any questions I had got answered I was confident to go ahead with GTA Accounting. Throughout the process they were in communication with me and told me exactly what I had to do and continued to answer all of my questions.

Describe their billing or cost structure.

I paid the standard fee once they had done my taxes

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

I'm extremely glad I reached out to GTA Accounting. Sohail was extremely patient with me and answered any questions that I had and always welcomed me to contact him any time should I need to. The whole process from start to finish couldn't have gone any smoother. Every step of the way I was being communicated with so I knew exactly what was going on, thank you! I will be using your services again next year, and for anybody else looking for an accountant I cannot recommend Sohail and his team enough!

How effective was the workflow between your team and theirs?

Extremely effective. I was in constant communication and they answered all of my questions.

What did you find most impressive about this company?

How quick they were to respond to me and how knowledgeable they are.

Are there any areas for improvement?

I did not have any issues so none from me.

BACKGROUND

Please describe your company and your position there.

I am a Real Estate Broker dealing with Residential and Commercial Properties Sales

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GTA Accounting?

Needed a reliable team to help with taxes returns

What were your goals for this engagement?

Preparing our taxes correctly which leads to an efficient legal business

SOLUTION

How did you select this vendor?

After searching and reviewing online I found that they are reliable to work with

Describe the engagement in detail.

First we met and than they review all the documents needed and worked efficiently in preparing the taxes needed as per my request

Describe their billing or cost structure.

Fair and very affordable accordingly

What was the team composition?

I mainly worked with one person.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Time wise was very acceptable and accurate to add that all my questions and inquiries was resolved very quickly, something you don’t see anywhere else.

How effective was the workflow between your team and theirs?

They were very organized and up to date.

What did you find most impressive about this company?

Very experienced, always there when needed

Are there any areas for improvement?

Everything has gone well, nothing really to mention in here for improvement