Frequently Asked Questions.
Get Answers to Common Questions About KlariFi’s Services
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Frequently
Asked
Questions.
Get Answers to Common Questions About KlariFi’s Services
Your questions answered.
Managing your business finances can be overwhelming, but KlariFi is here to help simplify your financial processes and support your business growth. Whether you’re wondering about our nationwide service, industry specializations, or software integrations, you’ll find the information you need to make informed decisions.
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General Questions.
What services does KlariFi offer?
We provide comprehensive bookkeeping, tax preparation and filing, payroll, and catch-up bookkeeping services. We also offer industry-specific solutions for medical practices, contractors, farming, property management, retail, food & beverage, and non-profits.
Do you serve businesses across Canada?
Yes! We serve clients nationwide, from coast to coast, including popular metropolitan hubs like Vancouver, Calgary, Toronto, Ottawa, Montreal, Halifax, and more.
Do you have office locations?
Yes, we have offices in Calgary, Alberta; Orillia, Ontario;
and Walkerton, Ontario. However, we serve clients remotely across Canada using secure, cloud-based tools.
Are your services affordable for small businesses?
Absolutely! Our pricing is tailored to small business budgets, providing cost-effective solutions without compromising on quality.
What industries do you specialize in?
We specialize in medical practices, contractors, farming, property management, retail, food & beverage, and non-profits, but we can serve any type of business.
Bookkeeping Services.
What does your bookkeeping service include?
Our bookkeeping services include bank and credit card reconciliations, transaction tracking, expense categorization, financial statement preparation, GST/HST filing, and catch-up bookkeeping (if necessary).
Can you handle bookkeeping if I’m months or years behind?
Yes! Our catch-up bookkeeping service is designed to bring your records up to date quickly and accurately.
Do I have access to my financial records?
Yes! All clients receive 24/7 access to their financial records through QuickBooks Online.
Can you integrate with my POS system?
Absolutely. We work with popular POS systems like Shopify, Square, and Lightspeed to streamline your bookkeeping.
Do you work with my bank?
Yes, we integrate with all major Canadian banks, including RBC, TD, Scotiabank, BMO, CIBC, Desjardins, and more.
Tax Services.
Can you handle both my business and personal taxes?
Absolutely. We specialize in preparing both business and personal tax returns, ensuring a seamless process for clients who require both services.
What industries do you specialize in for tax preparation?
We have expertise in several industries, including medical practices, contractors, farming, property management, retail, food & beverage, and non-profits.
Can you help if I'm behind on my taxes?
Yes! We provide catch-up tax preparation services to bring your filings up to date and ensure compliance.
Are your services CRA-compliant?
Absolutely. We stay current with all CRA regulations and ensure every return we file is fully compliant.
How do I submit my documents to you?
Using our secure, cloud-based platform, you can upload all your documents digitally, eliminating the need for paper files.
Payroll Services.
What does your payroll service include?
Our payroll services, powered by Wagepoint, include automatic payroll calculations, direct deposit for employees, remittance of payroll taxes to the CRA, benefits and deductions management, and year-end T4/T4A filing.
Can you manage payroll for contractors?
Yes! We handle contractor payments, ensuring proper classification and CRA compliance.
Do you handle year-end payroll forms like T4s and T4As?
Yes, we prepare and file all required year-end tax forms for your employees and contractors.
Can your payroll services integrate with bookkeeping?
Yes, our payroll system integrates seamlessly with QuickBooks Online to ensure accurate financial tracking.
Are your payroll services tailored for specific industries?
Absolutely. We customize payroll solutions to fit the needs of industries like medical practices, retail, food & beverage, and more.
Fractional CFO Services.
What is a Fractional CFO?
A Fractional CFO is a part-time or outsourced Chief Financial Officer who offers high-level financial strategy and leadership without the cost of hiring a full-time executive. This service is ideal for small and growing businesses that need expert financial guidance tailored to their needs and budget.
What services are included in KlariFi’s Fractional CFO offering?
KlariFi’s Fractional CFO services include strategic financial planning, budgeting and forecasting, KPI reporting, profitability analysis, investor readiness support, and optimization of financial systems. The goal is to deliver clear insights, improve financial performance, and support business growth.
Who can benefit from Fractional CFO services?
These services are perfect for startups preparing to scale, growing businesses that need expert financial oversight, business owners seeking better profitability and cash flow, and companies not yet ready for a full-time CFO.
How do KlariFi’s Fractional CFO services differ from regular bookkeeping or accounting?
While bookkeeping and accounting focus on historical data and compliance, Fractional CFO services are forward-looking. They provide strategic guidance, help set financial goals, evaluate performance, and prepare your business for fundraising or expansion.
Why choose KlariFi as your Fractional CFO partner?
KlariFi combines deep small business expertise with practical financial leadership. You’ll receive proactive, cost-effective support that integrates seamlessly with your bookkeeping, tax, and payroll services—so you not only understand your numbers, but know exactly how to act on them.
Technology and Integrations.
What software do you use?
We use QuickBooks Online, Dext, Plooto, and Wagepoint to streamline bookkeeping, payroll, and tax processes. These tools ensure accuracy, efficiency, and secure data management.
Do you integrate with third-party tools like Stripe or Shopify?
Yes, we integrate with tools like Stripe, Shopify, and Square to streamline sales and payment tracking.
Is my data secure?
Yes, we prioritize your data security by using SOC 2-compliant software, bank-grade encryption, multi-factor authentication, and Canadian data sovereignty practices.
Do I own my financial data?
Absolutely. You retain full ownership of your financial records and can export or migrate them to another provider at any time.
Getting Started.
How do I get started with KlariFi?
Simply contact us to schedule a free initial consultation. We’ll discuss your needs and create a tailored plan for your business.
Do I need to live near one of your office locations to work with you?
No! We serve clients remotely across Canada using secure, cloud-based tools.
How does your free consultation work?
During the consultation, we’ll review your current bookkeeping or tax situation, discuss your goals, and explain how we can help.
Can you customize services for my business?
Yes! We tailor our solutions to fit your business’s unique needs, whether you’re a small startup or an established company.
Still Have Questions?
We’re here to help! If you don’t see your question listed here, feel free to contact us directly, and our team will be happy to assist you.
Ready to Work With KlariFi?
Whether you're in a bustling city or a quiet rural town, KlariFi is here to provide stress-free bookkeeping and tax solutions tailored to your needs.
Contact us today to see how we can help!
Phone: 888-287-8851
Email: Info@KlariFi.com
Orillia, Ontario:
Unit 300, 100 Colborne St W., Orillia ON, L3V 2Y9
Walkerton, Ontario:
200 McNab Street Suite 102, Walkerton, ON, N0G 2V0
Calgary, Alberta:
4838 Richard Rd SW #300, Calgary, AB, T3E 6L1
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