I am a CPA, and a licensed and public practitioner offering accounting services for small businesses. Value packages range from the basics to virtual CFO with the flexibility to add temporary or permanent engagements as business needs change.
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What kind of accounting services do you provide?
We offer value packages from the basics to virtual CFO. Packages include selections of the following services:
1. Receipt management
2. Financial statements
3. Reporting set-up
4. Payroll
5. Accounting tools setup
6. Bookkeeping
7. Advisory services
Additional à la carte services also available for a fee.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant for business owners is important for the following 7 primary reasons:
1. Expert Guidance: Accountants provide strategic advice on taxes, financial planning, and business operations. They help you make informed decisions to optimize your business.
2. Time Management Optimization: By delegating bookkeeping and administrative tasks to an accountant, you can focus on core business goals, enhancing productivity.
3. Facilitating Growth: Accountants assist with cash flow projections, financial analysis, and business modeling, enabling sustainable growth.
4. Navigating Regulations: Staying compliant with tax laws and regulations is crucial. Accountants ensure you meet legal requirements and avoid penalties.
5. Strategic Tax Planning: Accountants help minimize tax liabilities by identifying deductions, credits, and tax-saving/tax deferral opportunities.
6. Audit Preparation and Support with CRA: When audits occur, having an accountant ensures accurate financial records and smooth interactions with auditors.
7. Reviewing Financial Health: An extra pair of eyes on your books helps catch errors, ensuring financial accuracy and stability.
What do you love most about your job?
Helping fellow small business owners succeed is one of the greatest benefits of my job. I am an excellent problem solver, and helping others to solve problems they are having in their business is also something that I love. I have always been mathematically inclined so working with and interpreting numbers is something that is intrinsic for me.
What inspired you to start your own business?
My work experience includes employment at 3 national and global large publicly listed corporations. I have learned a great deal about the management processes that made those companies successful. It is my intent to use that experience to help small businesses succeed. I also want to opportunity to build my own business helping and advising small business owners as an owner.
Why should our clients choose you?
I am honest, experienced, highly skilled in accounting and business management, I am also customer centric and as a business owner myself I can empathize with the experiences you may be having. I am also an excellent problem solver and can help you solve the problems that keep you awake at night and help to bring you piece of mind.
Can you provide your services online or remotely? If so, please add details.
All services can be done online. I am invested in scalable secure cloud-based software solutions and strive to operate a paperless environment. I am a QuickBooks pro advisor and use QuickBooks Online along with other cloud apps integrated with QBO to expand offerings.
The Basics
Monthly Bookkeeping services and monthly reconciliation. For companies with less than 50 transactions monthly. This package is most appropriate to new entrepreneurs and start-ups. Includes sales tax remittance.
Ask about our Start Right program offered to start-ups and new entrepreneurs offering a 50% discount up front on bookkeeping services to give you a break on costs while you get started.
Package includes the following:
Accounting tools setup
Monthly Bookkeeping
Growth
Monthly Bookkeeping and Accounting Services. For companies with leas than 150 monthly transactions.
Package includes the following:
Report setup
Payroll
Accounting tools setup
Bookkeeping
Premium Enterprise
For growing and successful businesses with employees and less than 500 transactions and complex needs.
Package includes
Reporting set-up (limited)
Payroll
Accounting tools setup
Bookkeeping
Advisory services
and Planning.
Tax Returns
T1 Personal, including self-employed and with business income, T2 Corporate, and T3 Trust. Catch-up bookkeeping also available.