SUM Bookkeeping & Office Services is an independent provider of a complete range of management, performance improvement and advisory services. Please feel free to inquire about a service if it is not listed.

All services are available directly or through our secure online system. "It's virtually all about solutions"


  • Accounts Payable
  • Business ServicesAccounts Receivable
  • Bank Reconciliation
  • Payroll, WCB
  • Management Reporting
  • Year-end Preparation

Income Tax

  • T1 Personal Tax Returns
  • T1-Adj Adjust a previous years Tax Return
  • T2125 Business/Professional Statements
  • T2200 Declaration of Condition of Employment
  • T776 Rental Income
  • T777 Statement of Employment Expenses
  • TL2 Claim for Meals & Lodging Expenses (transport employees)
  • GST377 Employee & Partner GST/HST Rebate Application 
  • T2 Corporate Tax Returns for CCPC

Efile and Representation

  • T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return
  • T1013 Represent a Client
  • AFR Auto-fill-my-Return
  • TD1 Adjustment – refile your return
  • TD11 – Direct Deposit Request
  • Pre-Authorized DEBIT Agreement
  • Express NOA (Notice of Assessment)
  • Submit Documents
  • RC69 Business Consent

Experience In

  • Sage 50 (formerly Simply Accounting)
    • Pro Accounting
    • Premium Accounting (with Cloud Connectivity)
    • Quantum Accounting
  • Sage Business Cloud Accounting (formerly Sage One)
  • FreshBooks
  • Wave Accounting

Office Services

  • Office Administration
  • Office Organization
  • Data Entry
  • Training
  • Document Preparation
  • Brochures
  • Corporate Reporting
  • Setup Accounting Software
  • Software Training