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Our Industry Specific Optimization BLUEPRINT
Bookkeeping | Financial Management | Optimization Techniques
Our Method
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Setup & Integration
We connect your business to QuickBooks Online, customizing your chart of accounts, bank feeds, and payroll so the numbers flow automatically.
Monthly Bookkeeping You Can Trust
Transactions are categorized, accounts reconciled, and checked by our team each month. You see live dashboards in QuickBooks, while we handle the details behind the scenes and work alongside your CPA.
AR/AP Pursuit With a Human Touch
We don’t just log invoices, we follow up. Our team ensures receivables are pursued quickly, bills are scheduled strategically, and cashflow forecasts stay healthy.
Interactive Financial Management Support
Using your real-time QuickBooks data, we flag opportunities then dedicate an expert who monitors cash flow, tax efficiency, and corporate structure in real time, ensuring every decision, payment, and investment aligns with your long-term growth and compliance strategy.
B.L.U.E.P.R.I.N.T.
In order to optimize your business formation, protection, and long-term wealth, we believe you must:
- Build: Establish your corporate structure to be effective.
- Leverage: Maximize credits.
- Unify: Align your personal, corporate, and operational strategies into one tax-efficient system.
- Expand: Grow retained earnings, equity, and wealth.
- Protect: Shield assets with controls.
- Refine: Optimize bookkeeping, payroll, and all financial operations.
- Integrate: Use automation, cloud accounting, and data systems for accuracy and scalability.
- Navigate: Plan around CRA and cash flow with proactive management and forecasting.
- Transform: Turn your company into a high-efficiency, tax-optimized wealth engine - one that builds freedom for expansion through structuring.
Ongoing Support & Check-Ins
Our method blends automation with conversation. Alongside QuickBooks dashboards, you get personal check-ins and tailored advice, so you understand your numbers and act on them with confidence.
Choose Your Industry
Professional Corporations (Doctors, Dentists, Consultants, Accountants, Lawyers, etc.)
Professional Corporations (Doctors, Dentists, Consultants, Accountants, Lawyers, etc.)
Professional Corporations (Doctors, Dentists, Consultants, Accountants, Lawyers, etc.)
Why You? Running a professional corporation means more than just keeping the lights on, it’s about making sure your income, dividends, and expenses are structured in the smartest way possible. With VISITAX, you get clean books, ongoing support, and tax-saving strategies that free up more of your hard-earned money. We take the complexity out of payroll, dividends, and owner compensation so you can focus on serving your clients or patients while we keep your finances working efficiently behind the scenes.
Construction & Real Estate Corporations
Professional Corporations (Doctors, Dentists, Consultants, Accountants, Lawyers, etc.)
Professional Corporations (Doctors, Dentists, Consultants, Accountants, Lawyers, etc.)
Why You? Construction and real estate businesses deal with messy cashflows, subcontractors, holdbacks, progress payments, materials, financing. Without the right structure, money leaks and tax mistakes can pile up fast. VISITAX helps you stay on top of invoicing, collections, and expenses while also setting up frameworks that make your business more tax-efficient and lender-ready. We know the industry inside and out, so we create systems that keep projects profitable and your company positioned for growth.
Technology Startups & Digital Businesses
Professional Corporations (Doctors, Dentists, Consultants, Accountants, Lawyers, etc.)
Technology Startups & Digital Businesses
Why You? In fast-moving tech, growth often outpaces financial organization. Founders end up juggling investors, expenses, and cross-border opportunities without a clear financial roadmap. VISITAX gives you a simple system to track spending, optimize deductions, and plan for scale, all while making sure your structure can handle new capital, revenue models, or even expansion outside Canada. We keep the back-end clean so you can focus on innovation, not paperwork.
Contact Information
Better yet, let's meet in person!
Cafe's offer great environments for initial greets. Enjoy a free coffee on us!
VISITAX's Home Base
1211 Melville Street, Vancouver, BC, Canada
Hours
Today | Closed |
Available Via Email 24/7
