Virtual Office Services
Bookkeeping
Using online cloud-based technology or even desktop options, I’ll work to ensure an efficient, stress-free and seamless workflow. Each customer gets their own online accounting portal with real-time financial info using Quickbooks Online and SAGE 50 Online accounting solutions.
Payroll, A/R & A/P Management
Small owner-operated businesses sometimes need help managing payroll, vendor payments, customer deposits and invoicing, and essential day to day financial tasks. Accurate, timely payments lets your employees and vendors know that you are a top notch business. Managing cash flow is critical for a successful business and knowing your cash flow is easy with the online solutions I offer.
Reporting
One of my core strengths is communicating accounting data and tax issues in a clear, concise, manner that is easy to understand. What good are the numbers if you don’t understand how they affect your cash and your business? I provide reports that owners can confidently distribute to key stakeholders.
Forecasting & Budgeting
Where’s the money? Many of my clients ask that question! I can easily respond in real time, using the online reporting system to show where the money is sitting on the balance sheet or income statement. Having a forecast of where you are going is crucial. It’s a road map to success and every business owner can benefit from knowing whether they are meeting their targets.
Accounting Services
Notice to Reader Financial Statements (NTR)
Based on client information provided. These statements are compiled are generally used for internal purposes such as management decisions and forecasting. Although some banks are now accepting NTR statements from their clients!
Capital Asset Tracking
Keeping track of the asset acquisitions and disposals is critical for tax planning and reporting. We are able to track for our clients so they can be proactive in replacement planning and forecasting equipment needs.
Estate Planning
Utilizing a team of specialists to plan and strategize the best way to pass on the family and business assets with the least amount of taxes for all the parties involved. Everyone needs a will and as my wills and estate lawyer says… be sure to review it every five years or so – life changes and so do estate laws!
Small Businesses and Professional Corporations
We help develop growth strategies, claiming all your deductions, getting your GST filed on time, and help you plan and work more efficiently, not harder.
Tax Services
T2 – Corporate Tax returns
T3 – Trust Returns
T4 – Summary and T4 slip preparation and submittal
Goods and Services Tax (GST)
T5018 – Construction industry subcontract payments