Services

Discover the difference that a personalized and targeted accounting plan will make for your business!

How I can help you

  • Customized services for your needs, using my skills and expertise to carefully tailor your accounting plan to your business.
  • Combined bookkeeping, payroll, general accounting, taxation, and business planning to arrive at the financial strategy that’s right for you.

Professional Services

Taxation

Keeping your company in compliance with current legislation and Canada Revenue Agency requirements while legally minimizing the amount of corporate and personal tax paid is a complex process that requires both experience and skill. Providing expert taxation assistance is a core part of my services.

Service Overview

  • Prepare and file personal tax returns (T1) and related schedules
  • Prepare and file corporate tax returns (T2) and related schedules
  • Tax planning for individuals and owner-managed businesses
  • Tax minimization strategies
  • CRA audit assistance
  • Amended tax returns

General Accounting

The complete accounting cycle reveals the “big picture”, the net worth of your business and how much of this can be distributed to you, the business owner. The entire process is based on a stringent set of principles dedicated to accuracy, consistency and objectivity.  For reliable general accounting, you’ve come to the right place.

Service Overview

  • Set-up new Accounting software
  • Maintain Full Accounting Cycle
  • Perform Month & Year-End Procedures
  • Prepare Financial Statements

Bookkeeping

Accurate and up-to-date accounting records provide the bedrock of financial knowledge in any sized business.

If you require online or in-office bookkeeping, on a monthly, quarterly or yearly basis, my solution covers all needs and sizes.

From basic bookkeeping for self-employed business to a customized solution offering all-inclusive bookkeeping services, I work with each client to design a plan that best suits their needs.

Service Overview

  • Post sales invoices, purchase invoices, cash receipts and disbursements
  • Prepare monthly bank and credit card reconciliation
  • Maintain general ledger and general journal
  • Prepare monthly reports, such as sales, accounts receivable, accounts payable
  • Prepare GST/HST returns
  • File WSIB, EHT forms

Payroll

Your employees are the backbone of your business. To take care of them, you need someone skilled in payroll record keeping, tax calculations, deductions, and more! This can be achieved by using an experienced and efficient accountant.

Service Overview

  • Calculate wages, bonuses, deductions
  • Produce payroll cheques
  • Remit statutory deductions to Canada Revenue Agency
  • Prepare and file T4's, T4A's, T5's, Records of Employment

Business Planning

A business plan is more than just a formal statement of business goals. It takes in-depth knowledge of finance, profitability and corporate history to determine the best steps for reaching those goals. I can help you with this essential process – ask me how!

Service Overview

  • Financial Planning
  • Profitability Analysis
  • Variance analysis
  • Cost control
  • Cash flow optimization
  • Budgeting and forecasting
  • Corporate reorganization