Why Yogi & Associates
Ontario has thousands of accounting firms. Most of them will take your file. We actually know what to do with it. We know your industry, we review every return before it’s filed, and we code your books to hold up if CRA ever comes looking. That’s why 1,000+ small business owners have picked us — and stayed.
Book a Free ConsultationWhat we actually do differently
Not a mission statement. Six specific things you won't get from a generic bookkeeper or a DIY app.
We know your industry's rules
Trucking, construction, restaurants, cleaning, real estate, e-commerce. We see files like yours every week — the deductions, the CRA red flags, the reporting quirks. A generalist bookkeeper sees your industry once a year. We see it daily.
See the 28 industries we serve →Every file gets a second set of eyes
Your bookkeeper prepares the file. A senior reviewer challenges it. A partner signs off. That’s three people on every return before it’s e-filed. No exceptions.
How the team is organized →Your file is coded to survive a CRA review
We don’t code transactions and hope for the best. Every line has backup. So when a CRA notice or audit request lands, the file’s already ready. No scrambling. No amended returns fixing shortcuts somebody else took.
CRA audit support →25+ years in Ontario. Same team.
HST, EHT, WSIB, payroll rules that change every year — we’ve tracked them since 1998. That kind of knowledge doesn’t live in a manual. It lives in the people who’ve been doing the work.
One team, one file, no handoffs
Bookkeeping, corporate tax, personal tax, HST, payroll, catch-up work, incorporation, CRA audit support. All handled by the same team looking at the same file. Your bookkeeper and your tax preparer aren’t at different firms guessing what the other one did.
Browse our services →We’ll tell you no
Some deductions look great until CRA asks for proof. We don’t let clients claim things that won’t hold up. It’s not popular advice in the moment. But it’s why clients stay with us for 25+ years.
DIY vs. generic bookkeeper vs. Y&A
Here's what you actually get at each level. No spin — just what's included and what's not.
| Category | DIY software | Generic bookkeeper | Yogi & Associates |
|---|---|---|---|
| Someone reviews your file before it's filed | No | Partial | Yes Three-person review: bookkeeper, senior reviewer, partner. |
| Knows your industry's rules and CRA red flags | No | Partial | Yes 28 industries. We see files like yours every week. |
| Transactions coded to survive a CRA review | No | Partial | Yes Every line has backup from the first filing. |
| Books, tax, HST, and payroll all in one file | No | No | Yes One team, one file. No handoffs between firms. |
| Canadian tax expertise (T1, T2, T4, HST, WSIB, EHT) | Partial | Yes | Yes 25+ years of Ontario small-business filings. |
| CRA responds to your accountant, not you | No | Partial | Yes We're enrolled in Represent a Client. CRA talks to us. |
How we actually review your file
You're not paying for software access. You're paying for a process that catches problems before CRA does.
Step 1 — We check last year first. Before we touch your current year, we pull the prior return. What was filed? What was coded where? What got claimed? This is where we catch the stuff a different firm would just copy forward. Misclassified vehicle expenses. Missed input tax credits. A shareholder loan that got treated as income. Depreciation schedules nobody updated in three years.
Step 2 — Your transactions get coded to your industry. Your bookkeeper works through every transaction using a chart of accounts built for your sector. A trucking file doesn’t look like a restaurant file. And the categories we use are the ones CRA expects to see for your industry — not some generic default template.
Step 3 — Reconcile everything. Flag what doesn’t tie. Every bank account, credit card, loan, and HST account gets tied back to statements. If something doesn’t match, it goes on a flagged list. You see that list. We don’t file around open items.
Step 4 — A senior reviewer walks the file. Before anything goes to CRA, a second person checks the coding, reviews every flagged item, challenges unusual claims, and makes sure the HST, T2, T1, and payroll numbers all agree. The file doesn’t leave until it’s clean.
Step 5 — Next year starts from a clean position. Once the year’s filed, we roll forward opening balances, depreciation schedules, and carry-forward amounts. Any issues we flagged get documented. So next year’s file starts from the corrected position — not the same shortcut somebody else would have inherited.
Don’t take our word for it
We can talk about ourselves all day. But you’d probably rather hear from the people we actually work with.