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About Us
Your Trusted Financial Partners
TrustEdge is a professional accounting outsourcing firm led by CA Vishva Lad and CA Karan Dalia. We serve CPA firms, CA firms, and businesses across Canada, the United States, and globally — handling your back-office accounting so your team can focus on clients and growth.
- Trust - Every engagement built on transparency, confidentiality, and consistent delivery.
- Precision - We do not submit work that is not ready. Every file leaving Trustedge is accurate, reconciled, and partner-review ready.
- Efficiency - We exist to save your time and money. Our processes are designed to deliver maximum output with minimum friction.
- Partnership - We are not a vendor. We are an extension of your team — invested in your firm’s growth as much as our own.
- Excellence - Led by Chartered Accountants pursuing CPA designations, the standard we hold ourselves to is the same standard your clients expect from you.
Our Services
We’re Providing Best
Service To Clients
Full-cycle bookkeeping for businesses of all sizes — accurate, current, and review-ready.
- Day-to-day transaction recording and categorization
- Bank and credit card reconciliations
- Accounts payable & receivable management
- GST / HST / PST recording and filing support
- Month-end and year-end closing
- Financial statements — balance sheet, P&L, retained earnings
- Software: QuickBooks, Xero, Sage 50, Double, Square
Accurate, optimized T1 returns for individuals, self-employed professionals, and rental income earners.
- Employment, investment, pension, and rental income reporting
- T2125 — Business & professional income (self-employed, sole proprietors)
- T2042 — Farming income
- T776 — Rental income
- Capital gains, RRSP, and TFSA optimization
- Death returns — terminal, rights & things, and optional returns
- New immigrant and emigrant tax returns
- Foreign income reporting
T2 corporate income tax returns for CCPCs, holding companies, and professional corporations.
- CCPC and professional corporation tax returns
- Schedule 1 through schedule 100 preparation
- Small Business Deduction (SBD) and refundable tax calculations
- Capital Cost Allowance (CCA) schedules
- Inter-corporate dividends and associated corporation analysis
- Prior-year adjustments and voluntary disclosures support
End-to-end payroll processing so your clients never miss a remittance or deadline.
- Weekly, bi-weekly, semi-monthly, and monthly payroll processing
- CPP, EI, and income tax deduction calculations
- CRA payroll remittance management
- T4 slip preparation and T4 Summary filing
- Records of Employment (ROE) preparation
- Year-end payroll reconciliation
Indirect tax compliance done right — no missed filings, no CRA penalties.
- GST / HST / PST registration assistance
- Quarterly and annual GST / HST return preparation and filing
- Input Tax Credit (ITC) calculation and optimization
- HST reconciliation with accounting records
- CRA audit support and voluntary disclosure assistance
- PST compliance across applicable provinces
Give your clients the financial clarity they need to make confident business decisions.
- Job costing and project profitability analysis
- Annual budget preparation and variance analysis
- Cost-benefit analysis for business decisions
- Break-even analysis and margin calculations
- Cash flow forecasting (monthly and quarterly)
- Management reporting packages tailored to the business
Standard Operating Procedures that bring consistency, compliance, and efficiency to your firm or your client's business.
- Accounts payable and receivable process SOPs
- Payroll processing and remittance SOPs
- Month-end close checklists and procedures
- Internal control documentation
- Bookkeeping workflow SOPs for client onboarding
- Custom SOPs for industry-specific processes
Clear, accurate, and standards-compliant financial reports for stakeholders, lenders, and regulators.
- Compilation engagements — notice to reader
- Balance sheet, income statement, and retained earnings statement preparation
- Notes to financial statements and accounting policy disclosures
- Management Discussion and Analysis (MD&A) support
- Lender and bank submission packages
- Year-end adjusting journal entries and working papers
We accept bookkeeping work from anywhere in the world.
- Multi-currency transaction recording and reporting
- IFRS-aligned financial statement preparation
- Bookkeeping on major cloud accounting platforms
- Consolidation support for multi-entity international groups
Case Study
Our Recently Completed
Latest Case Study
Why choose us
Why Outsource to
TrustEdge
We are not just a vendor — we are your back-office team. Every file handled by TrustEdge is overseen directly by CA Vishva Lad and CA Karan Dalia, both Chartered Accountants pursuing their U.S. CPA designations.
Why
TrustEdge
- Cut back-office costs by up to 50–60% vs. in-house hiring
- No recruitment, training, or HR overhead
- Scale capacity for busy tax seasons without long-term commitment
- Review-ready deliverables — every time
- Your brand, our work — fully white-label
Our partners
Meet Our Founders
CA Vishva Lad is a qualified Chartered Accountant with strong expertise in Canadian personal and corporate taxation, bookkeeping, and financial reporting. she is currently pursuing her U.S. CPA designation, extending TrustEdge’s cross-border capabilities.
Area of Expertise:
- T1 Personal returns — including employment, rental, investment, and self-employment income
- T2125 — Business & Professional income (self-employed, sole proprietors, freelancers)
- T2042 — Statement of farming activities
- T776 — Rental income statements
- Capital gains, RRSP, TFSA, and pension income planning
- Death returns — terminal T1, rights & things return, and optional returns for deceased taxpayers
- New immigrant and emigrant returns
- Foreign income, foreign tax credits, and tax treaty applications
- T2 Corporate returns for CCPCs and professional corporations
- Bookkeeping — QuickBooks, Xero, and Sage
- Compilation engagements
- Canadian T2, T4, and T5 preparation
CA Karan Dalia is a qualified Chartered Accountant with hands-on experience in U.S. bookkeeping, federal and state tax preparation, and Canadian accounting engagements. He is actively pursuing his U.S. CPA designation.
Area of Expertise:
- U.S. Bookkeeping (QuickBooks & Xero)
- Form-W2 (employee) and Form-1099 (subcontractor or freelancer)
- U.S. sales tax working
- Canadian Tax Preparation (T1, T2, T4 & T5)
- T2125 — Business & Professional income (self-employed, sole proprietors, freelancers)
- T776 — Rental income statements
- Capital gains, RRSP, TFSA, and pension income planning
- Compilation engagement & working paper support
- Canadian HST returns (monthly, quarterly & annual)
- Monthly CFO reporting
- Foreign exchange transaction recording
- Cash flow forecasting and preparation
- Financial statement preparation from bank statements (cash book)
- Intercompany transaction recording and reporting
- Employer Health Tax (EHT) calculations
Our Expertise
Meet Our
Partners
Testimonials
What They are
Talking About?
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3891 Ranchview Dr. Richardson,
California 62639
WHY TRUSTEDGE
Cut Costs. Gain Efficiency.
Cut Costs. Gain Efficiency.
Grow Your Firm.
Your firm's senior talent should be focused on advisory, not routine compliance. Outsourcing your back office to TrustEdge means lower overhead, faster turnaround, and a leaner, more profitable practice.
✓ Reduced operating costs — no recruitment, training, or employment overhead
✓ Qualified CA-led work at a fraction of in-house staffing costs
✓ Scalable capacity — ramp up in tax season, scale back when quiet
✓ Consistent, review-ready deliverables with fast turnaround
✓ More time for your team to focus on high-value client work
✓ A silent back-office partner operating under your firm's brand
✓ Strict NDA and encrypted file security