Our Services
Metrics offers a wide range of services to ensure your financial health.
Cryptocurrency Calculations
Determining the cost basis of your crypto assets, and calculating your profit/loss.
Income Tax Preparation
The preparation and filing of your Individual or Corporate Income Tax Return.
Tax Planning
Developing tax efficient strategies, including corporate restructuring and S85 rollovers.
Web3 Finance
Advising your finance team to help your company scale and grow with integrity.
Review & Audit Advisory
CRA representation and advisory in the event of a review or audit.
Digital Asset Accounting Systems
Simpliying your crypto accounting and compliance with new processes.
SR&ED Program Applications
Acting as your SR&ED representative, filing tax credits and capturing government funding for innovation.
Core Services
Onboarding
Our ops team will guide you through an streamlined onboarding process, and share an encrypted upload folder.
Data analysis and estimate
We will review your information and provide an estimate for services.
Cryptocurrency calculations
Determining the cost basis, profit and loss of your crypto assets.
Tax planning and optimization
Income classication (capital gains vs business), and identifying tax planning opportunities.
Tax preparation and filing
Preparing and filing your income tax return, ensuring crypto assets are accurately reported.
More than just crypto services
Tax Preparation and Filing
- Individual Income Tax Return (T1)
- Corporate Income Tax Return (T2)
- Trust Income Tax Return (T3)
- GST/HST Reporting
- Information Slips (T4, T4E, T5)
Advisory and Tax Planning
- Incorporation and S85 rollover advisory
- Tax planning, corporate structuring and reorganization.
Consulting
- Financial modeling and data visualization
- Help with investment fundraising
- Financial planning and analysis
- Cash flow consulting and analysis
- Business and financial corporate strategy
Assurance
- Financial statements (CSRS Compilation Engagements)
- Financial statement review engagements
FAQs
To begin, we will request:
- CSV reports of all your transactions from wallets and exchanges, or alternatively an aggregated report of all transactions would be even better!
- Public addresses of any DeFi wallets you own - ETH, BTC, SOL, ARB, etc.
- Any other context or notes about your activity that may be helpful for our team. However insignificant something may seem, we need to know everything! Sometimes one missing transaction can be the key to the whole picture.
If you have more specific questions or need help getting started, just reach out to us.
Absolutely. You will have a discovery call with our team to learn if we are a good fit. Then, after onboarding and uploading all of your data, we will provide you with a high and low estimate for services which you will accept before we get started.
Should we find anything specific later in our work, we will reach out to communicate any scope and estimate changes. This occurs if information was missing from the initial provision on which we estimated.
Certainly. We offer assistance in reconciling your cryptocurrency wallets and exchange accounts. Our team can work through your data to provide a reconciled crypto journal entry to your team bookkeeper, or make an entry directly to your bookkeeping software.
We can also prepare specialized reports related to crypto activity, aiding stakeholder confidence and decision-making, and we help with IFRS management financial statements for listed companies in Canada.
Yep, that's our thing! Just get in touch, and we'll sort it out. We're used to dealing with lots of data and tricky files. We'll meet with you to review your portfolio and help you along the way.
Millions of transactions? We’ve seen it before. We handle complex crypto transactions and contracts on a regular basis, so we are ready to sort through the data to get to an accurate result.
To get started with our crypto services, we'll set up a call to go over your activity (this part is free of charge). Then, our onboarding specialist will share your secure Google Drive folders to upload your information, along with instructions to assist you on the next steps.
Usually, we need CSV files and Public Wallet Addresses (for DeFi) to grab everything from your exchanges and wallets. Sometimes, we might also request snapshots of your wallet balances and statements from your exchanges, to verify everything's in order.
Don't worry; we'll guide you through the whole process. We're all about making it easy for you.