Incentive programs, tax credits, and grants in Canada and the U.S. require well-supported eligibility positions, defensible calculations methodologies, and documentation that reconciles to accounting records. TYM Business Consulting helps organizations prepare and maintain claims that are review-ready, internally consistent, and repeatable year over year, reducing risk while supporting sustainable access to incentive funding.
This service is relevant for organizations engaged in technical development, workforce expansion, or investment in clean energy, energy efficiency, and other capital projects.. The work focuses on converting real operational activity and financial data into a review-ready claim file.
Our approach is built around how business actually operates and records costs, including, payroll, contractor invoices, vendor spend, and project coding, so calculations reconcile directly to the general ledger. Where prior-year opportunities were missed, the engagement begins with a targeted historical rebuild using payroll and vendor data reconciled to the ledger, with amendment inputs coordinated where appropriate.
.jpg)
This engagement covers eligibility analysis, calculation methodologies, and supporting documentation for incentives, tax credits, and grants.
A structured incentives process is typically warranted when an organization:
Programs are screened against the actual work performed and project timelines, rather than generic eligibility checklists.
We build calculation schedules (supporting spreadsheets) that link each claimed amount to payroll, contractor costs, vendor invoices, and general ledger detail. Where prior-year claims exist, we document the method used and explain differences versus prior periods when required.
We assemble a structured package that typically includes:
Deliverables are aligned to filing deadlines and future-year execution is simplified through continuity schedules and repeatable documentation standards.
Essential accounting for small businesses with clean books and monthly reports
2 Financial Accounts
Up to 100 Monthly Transactions
Transaction Categorization Review
Monthly Financial Statements
Advanced bookkeeping, built for growing companies with more transaction volume
Up to 4 Financial Accounts
Up to 300 Monthly Transactions
Full-Cycle Bookkeeping Service
AR/AP Processing (up to 50/month)
Premium Email & Phone Support
Full-service accounting for scaling businesses, with AR/AP oversight and dedicated support
Up to 6 Financial Accounts
Up to 500 Monthly Transactions
AR/AP Processing (up to 100/month)
Monthly Cash Flow Forecast
Dedicated Bookkeeping Specialist
Support focuses on consistent definitions of qualifying activities and costs, activity mapping by project and team, and calculation schedules tied to the general ledger.
Support emphasizes on technical clarity, continuity across years, and reconciled expenditure schedules tied to financial statements - without late-stage year-end reconstruction.
.jpg)
Support centers on eligibility screening, quantified benefit based on defined inputs, and a clear ownership model for evidence collection across the project lifecycle.
Support integrates documentation into onboarding and payroll processes so required support is produced through normal operations.
Support focuses on program selection, deadlines, and application packages that reconcile to internal budgets and accounting records.
When prior-year credits were missed or claimed inconsistently, recovery is handled as a structured rebuild:
Incentives are more controllable when assessed in-year. An annual review is tied to operational changes (hiring, technical development, capital investment, new facilities) with a repeatable checklist and clear data requirements.
One documentation standard is maintained where possible so the same underlying schedules can be reused across workstreams without conflicting numbers.
Whether you're a startup, an established business, or somewhere in between, we understand that every situation is unique. Let’s explore tailored packages or custom services that align with your goals and budget.
