Time to incorporate? We set you up the right way from day one. Our all-inclusive package has you covered every step of the way
Not sure if incorporation is right for you?
Book a 60 minute assessment to find out
HOW IT WORKS
Phase 1: Discovery
We take an in-depth look at your business, its financial cycles, any existing financial management process and take into consideration your family's, tax and financial profile, vision and objectives
Phase 2: Structuring
Based on our analysis we provide recommendations for corporate structure and attributes to optimize for tax planning. We work with our legal partners to provide you with tailored counsel.
Phase 3: Formation
We take care of your complete legal incorporation, filing and documentation - provided by a qualified commercial lawyer.
Phase 4: Tax Registration
We obtain tax numbers and accounts, assistance with closing pre-incorporation registrations, filing any required tax elections, setup of online access to tax accounts
Phase 5: System Upgrade
We provide you with a detailed overview of recommended updates to the existing financial management systems, including process descriptions and tool recommendations
Banking & bill payments
Customer invoicing & receipts
Cash flow monitoring, forecasting and management
Document collection, processing and retention
Tax and compliance: filing and remittance
Expense tracking and control
Profitability and KPI monitoring
Bookkeeping and internal reporting
INVESTMENT: $ 5000-
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