Services

When we work together, my goal is to supply you with a customized experience providing you with accurate and reliable information along side knowledgeable advice.  I’m right where you need me, helping you with my business expertise.

Management Advisory Services

  • Virtual or fractional controller/CFO
  • Change management and process improvement
  • Business coaching and strategic planning
  • Business Analysis and custom reporting
  • New business start up including government program registration and accounting system set up and training.
  • External audit preparation. Includes completing year-end adjusting journal entries, the preparation of back up documentation for the auditor’s working papers and lead contact with auditor during process
  • Development of annual budgets and the analysis of significant variances

Compilation Services

  • Preparing financial statements from client records for business planning or income tax purposes
  • Prepare and post month-end and year-end adjusting entries
  • Create operational reports

Tax Services

  • Prepare, review and/or file T1 Income Tax Return
  • Prepare, review and/or file T2 Corporate Income Tax Return
  • Calculate net tax, and complete, file, or correct an HST return
  • Calculate deductions and contributions on employee pay and report income deductions

General Accounting and Book-keeping

  • Manage accounts payable and receivable
  • Account and bank reconciliation
  • Prepare and submit payroll

Administration

  • On boarding new employees
  • Compensation best practices/bench marking
  • Contract development