Bookkeeping Services

 

Online Bookkeeping

Modern bookkeeping services for the digitally inclined.  No paper receipts or manual data entry here! We leverage technology to do the dirty work so we can focus on getting you the timely, custom feedback you need. 

Services offered include:

  • Process evaluation and software implementation

  • Professional bookkeeping 

  • Live accessibility of records and reports

  • Sales taxes

  • Invoicing and receivables

  • Payables and payments

  • Payroll processing

Getting Started

Start your business off with confidence. Based on your needs assessment, we will design and implement a software solution that fits your budget. We will set it up, teach you the processes and leave you with a monthly to-do list to keep you on track. This service includes three, one-on-one training sessions over two months of bookkeeping.  

Ongoing Bookkeeping Support

Take care of your bookkeeping yourself but stay on track with our advice and oversight. Book one-on-one consultations to check in on your books regularly or to target specific problems.

Accounting and Taxes

 

Knowledge is Power

Accounting is often a mysterious process for business owners - we aim to change that. We offer accounting services with a strong focus on education and empowerment to keep you in the know from day one to year end. This is how we break it down:

Compilation Financial Statements

This is the standard in year-end preparation for small businesses. A Chartered Professional Accountant will prepare financial statements according to CPA Canada standards and can assist in evaluating your ongoing business performance. 

We are currently preparing to adopt the new compilation standard effective for all year-ends taking place after December 14, 2021; however, we are not licensed to prepare reviewed or audited financial statements for use by third parties. If you require assurance services, we will happily provide a referral to another fantastic CPA who can help you out.

Corporate Tax and Strategy

Preparing accurate financial statements enables the timely preparation of your annual T2 Federal Corporate Income Tax Return. We will make sure you understand your corporate, GST, and payroll tax payment and instalment requirements and never miss a deadline. At the same time, we will offer a holistic view of your business, taxes and goals. We can also help you understand your financial performance and how that translates into meeting your goals.

Personal Tax Returns

Specializing in people with sole proprietorship or rental income, we use digital checklists, automatic reminders, and personalized support to guide you through personal tax emphasizing your understanding of it all. Timely tax filing and personal insight into future planning will make sure you know exactly what to expect for next year as well!

Consulting Services

 

It All Adds Up

Business Process Consultation

Leveraging technology, we use a holistic approach to evaluate your business processes, build a plan and oversee its implementation to meet your corporate goals. Our aim is to identify opportunities and increase efficiencies from start-ups to small businesses aiming to grow. 

Focuses include:

  • Process mapping and evaluation

  • Cloud software systems design and integration

  • Systems integration and training

Project Management

While accounting by day, I also have built a project management portfolio out of an interest in social research and corporate impact assessment. Focusing on the tourism industry, I have completed projects in social, environmental and economic impact and sustainability in collaboration with an excellent team of contacts and colleagues.

Publicly available project reports include: