EdgePoint Consulting Services*, Chartered Professional Accountant
300-160 Quarry Park Blvd, Calgary, AB T2C 4J2, Canada
300-160 Quarry Park Blvd, Calgary, AB T2C 4J2, Canada
I provide general bookkeeping/accounting and tax return preparation for individuals and small businesses.
I specialize in getting accounting and bookkeeping issues under control for self-employed individuals and small businesses, whether that is helping you find the right accounting software, providing software training, or simply taking on some of your business' back-office accounting and bookkeeping tasks so you can focus on your business.
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Accounting System Selection & Implementation
I am a certified pro with Xero, QuickBooks Online and Sage Business Cloud Accounting. During our initial consultation (in-person or online) I will review with you your business' accounting needs and gather the information necessary to recommend the most appropriate software solution for your business' needs. After you have had an opportunity to review the potential solution and determine that it is the right product, I can assist you with obtaining the software, setting it up and providing you with training to get you up and running.
Accounting Software Training
I provide one-on-one training for:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Sage Business Cloud Accounting
Training sessions are limited to scheduled 3 hour intervals to reduce information overload, and we work with your actual business data rather than using sample information.
Accounting / Bookkeeping Data-entry Catchup
If your books a little-behind, I can assist you with getting them caught up.
Accounting / Bookkeeping Check-up or Clean-up
I can check your accounting / bookkeeping to ensure that your data-file is set up correctly, advise on and correct data entry issues, and more.
An Accounting / Bookkeeping Checkup includes:
- checking conversion balances for correctness (applicable to clients who have converted from other accounting systems)
- checking general ledger and subledger accounts to determine if they are correct and properly reconciled
- checking your financial statements to make sure that they are setup properly and make sense
- checking and assisting you with repairs to online bank feeds
- checking that fixed (capital) assets are setup correctly
- checking that add-on apps are integrating properly
- assisting you with any data entry corrections and outstanding entries to be made
- providing you with comments and suggestions to help keep your books in good order
Bookkeeping
- We setup a customized accounting/bookkeeping solution designed with your business needs in mind. Each solution includes access to cloud-based accounting software, and we offer fixed fee plans so there are no surprises!
- You send us your paperwork on an agreed schedule using HubDoc, upload bulk PDF images to our secure email, or courier your documents to our office.
- We organize your accounting/bookkeeping files and records.
- As your cloud-accountant we review your documents and perform the appropriate functions.
- Your digitized accounting documents are stored, managed, and linked to the accounting entry made in your accounting system.
- Your accounting/bookkeeping is completed per our agreed schedule.
- You can access your reports, and business financial information from anywhere, at anytime.
General Accounting & Tax
- Payroll
- Tax Compliance:
- T4 slip preparation
- GST/HST reporting
- Personal Tax
- Business Tax
- Business Reporting:
- Financial Statements
- Cash-flow reporting
- KPI reporting
