Business Details
11 Years
experience
Trusted Cloud Accounting Services in Mississauga
Capex CPA was founded in 2015 with a vision to become a leader in cloud accounting. Our innovative approach combines human expertise with artificial intelligence, enabling remote operations and exceptional client results. Recognized as one of QuickBooks' Firms of the Future, we leverage cutting-edge technology like Karbon and AI-driven tools to deliver audit-proof compliance and tax optimization.With certifications in QuickBooks, Xero, and Dext, we serve diverse industries including real estate, technology, healthcare, and e-commerce. Our accolades include Top 3 Cloud Accounting Firms in Canada and membership in the Better Business Bureau since 2021. We offer a 30-day risk-free trial and 24/7 robot support through Jarvis, ensuring clients receive timely, technology-enhanced service.
Services
Cloud Accounting
Tax Compliance
Bookkeeping
Virtual CFO
SRED Tax Credits
PREC Accounting
eCommerce Accounting
Medical Accounting
Technology Accounting
Real Estate Accounting
Details
- Year established: 2015
Highlights and features
- Founded in 2015 with CPA and ACCA-certified experts
- 24/7 robot support through Jarvis AI assistant
- Award-winning cloud accounting solutions since 2017
- Certified in QuickBooks, Xero, Dext, and ADP platforms
- Specialized services for real estate, tech, and healthcare industries
Associations and certifications
- QuickBooks Firm of the Future
- Better Business Bureau
What people say
30-day free trial
24/7 Jarvis support
Industry-specific expertise
Award-winning service
Cloud technology integration
Services
Cloud Accounting
Our cloud accounting solutions leverage AI and real-time reporting to streamline financial management. Certified in QuickBooks and Xero, we ensure seamless compliance while providing 24/7 access to your financial data. Clients benefit from automated reporting tools and secure document sharing, enabling informed business decisions. This service caters to Canadian businesses seeking modern, scalable accounting solutions.
Tax Compliance
We specialize in Canadian tax compliance for corporations and individuals. Our services include personal and corporate tax returns, GST/HST filings, and CRA audit representation. With expertise in PREC accounting and SRED tax credits, we optimize tax savings while maintaining full regulatory compliance. Clients receive strategic tax planning tailored to their industry-specific needs.
Bookkeeping
Our bookkeeping services include sales and expense tracking, financial statement preparation, and payroll management. Using cloud-based platforms, we ensure accurate, up-to-date records for businesses of all sizes. The service integrates with tax compliance and virtual CFO offerings, providing a comprehensive financial management solution for Canadian entrepreneurs.
Virtual CFO
Virtual CFO services offer strategic financial guidance for business growth. We provide cash flow analysis, budgeting, and financial forecasting tailored to your industry. This premium service includes regular financial reviews and customized reporting, helping clients make data-driven decisions while maintaining day-to-day accounting operations.
SRED Tax Credits
We help technology companies claim SRED tax credits for research and development activities. Our expertise includes identifying eligible projects, preparing documentation, and maximizing refundable credits. This service is designed for tech firms seeking to reinvest in innovation while reducing their tax liabilities through government incentives.
People
Jag Singh Shergill
Founder & CPA
CPA and ACCA-certified accountant with 10+ years of experience. Elite QuickBooks ProAdvisor and certified Dext/Wagepoint/Xero advisor. Speaker at CPA Ontario conferences and 2017 QuickBooks Firm of the Future award winner.
Questions
What accounting software do you use?
We specialize in QuickBooks Online and Xero, with integrations for Hubdoc, Dext, and Wagepoint payroll systems.
Can you handle cross-border transactions?
Yes, our cloud accounting systems manage multi-currency transactions for e-commerce businesses operating internationally.
Do you offer tax planning services?
Yes, we provide strategic tax planning including income splitting, deferral strategies, and SRED credit optimization.
How are your services priced?
We offer fixed monthly or annual subscription plans with transparent pricing and no hidden fees.
Can I cancel anytime?
Yes, with 30 days' notice. No long-term contracts are required for our accounting services.
Do you work with startups?
Yes, we specialize in supporting startups through incorporation, tax credits, and growth-oriented financial strategies.
