YOUR EXPERT FINANCIAL BUSINESS PARTNER
Medical practice, trade, or growing business looking to get a handle on your finances?
Give us a call!
We help businesses:
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Stop falling behind on bookkeeping
We will track and categorize all expenses.
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Understand monthly profitability
With regularly updated financial statements.
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Prepare for tax season
We prepare complete, tax-ready books.
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Make better business decisions
With up-to-date, relevant financial information.
Remote bookkeeping services to suit your business needs
Transaction Tracking: Categorization of income, expenses, and digital receipts within your cloud ledger.
Systems Implementation: Accounting software setup and onboarding.
Bank & Credit Card Reconciliations: Monthly matching of bank statements to ensure your books are flawless and balanced.
GST/ HST Returns: Preparation and filing of monthly, quarterly or annual sales tax returns.
Accounts Payable & Receivable: Management of vendor bills, automated client invoicing, and aging report monitoring.
Software-Generated Reporting: Delivery of raw, software-generated financial balance sheets and income statements produced directly from QuickBooks Online.
Clean-up of Messy Books and Other Bookkeeping Projects: One-off projects to bring order to your financial records.
Regulatory Notice & Service Boundaries
To comply with provincial accounting regulations, please note the following:
This practice is not a registered public accounting firm.
We strictly do not provide:
- – Public accounting assurance services (such as financial audits or review engagements).
- – Compilations or the issuance of formal “Notice to Reader” financial statements.
- – Corporate (T2) or personal (T1) tax return filings, tax planning, or statutory tax interpretations.
If your business requires year-end corporate tax filings, compilation reports, or structured corporate tax planning, I will gladly package your pristine monthly data ledger and coordinate a smooth transition to your registered corporate CPA firm of choice.