Financial Record-Keeping Services
Organized financial records and year-end summaries for property owners.
概覽
Sterling Management Services maintains organized financial records throughout the year for property owners. We provide clear income and expense summaries that make it easy for your accountant to prepare your tax filings.
Our year-end packages include income statements, expense categorization, and supporting documentation. We track capital improvements separately and maintain organized records throughout the year.
Important note: We provide record-keeping and financial reporting services, not tax advice or return filing. Property owners should engage a qualified accountant or tax professional for tax planning, return preparation, and filing. We're happy to work directly with your tax professional to provide any required information.
我們提供
- Annual rental income and expense summaries
- Organized financial documentation for your accountant
- Capital Cost Allowance (CCA) tracking for eligible improvements
- Property tax payment records and receipts
- Mortgage interest statements coordination
- Insurance and utility expense documentation
- Organized digital records accessible year-round
- Direct communication with your tax professional
您的收益
- Simplified tax preparation with organized documentation
- Clear categorization aligned with CRA requirements
- Proper tracking of capital vs. current expenses
- Year-round access to records via owner portal
- Reduced time and frustration during tax season
- Professional documentation for accountant review
我們的流程
以精簡流程交付卓越成果
Year-Round Recording
We maintain organized records of all income and expenses throughout the year.
Year-End Compilation
We prepare annual summaries with proper categorization after fiscal year-end.
Document Delivery
We provide complete packages through the owner portal or direct to your accountant.
Ongoing Support
We respond to follow-up questions from you or your tax professional as needed.