Wealth by Design
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At Wealth by Design, we solve problems and take you on a journey to predictable profitability.
Welcome,
We are committed to fully understanding your needs and the essence of your inquiry. Our utmost priority is to provide clarity and guidance by helping you explore the range of options available to you.
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1 customer review
Tara
Kathryn has been exceptional in keeping up with the ever-changing needs and demands of my business. She’s not only a very knowledgeable bookkeeper but offers human resource support and consultation. She is well connected is able to provide access to various supports and services outside of her role. She goes above and beyond for her clients and is a pivotal component of my team. Her years of experience are apparent in all that she does. She is tech-oriented and has brought my business to another level. I highly recommend Kathryn and her team for your accounting needs. More...
What kind of accounting services do you provide?
Virtual/Remote, Outsourced Full cycle bookkeeping services
Accounts Receivable, Generating Invoices
Accounts Payable,
Payroll
Reconciliations
Financial Statements
HST Returns
Tax Returns
WSIB Reporting
Why is it so important for businesses to hire a great accountant?
Accurate Bookkeeping in real-time is the foundation for better decision making. We work in real-time in the cloud fully remote from your physical location. No more waiting for paperwork and data entry.
What do you love most about your job?
We love the entrepreneurial spirit, helping our clients grow their businesses and the satisfaction of a job well done.
What inspired you to start your own business?
A CRA audit was my inspiration, coupled with a lack of guidance, procedure, and advice from my then accounting professional.
Why should our clients choose you?
We are dedicated to life-long learning. A combination of street smarts and book smarts keeps us on top of our game. We don't have all the answers but, we do know how to find them.
Can you provide your services online or remotely? If so, please add details.
Our services are delivered 100% completely remotely. Technology has allowed us to complete our projects without the need to visit a client's physical location.
What changes have you made to keep your customers safe from Covid-19?
We use technology, video meetings like Zoom, email and the good old fashion telephone.
Business Intelligence Extending Far Beyond Basic Bookkeeping
We partner with and excel at working with small service-based businesses focused on controlled growth
We are extremely detailed. We work in an open and collaborative team manner.
We take a deep dive into your current bookkeeping and compliance situation and provide recommendations to improve accuracy and efficiency.
We will prepare an incredibly detailed assessment using your historical information.
We take you on a journey to predictable profitability.
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We ensure you have the funds available for the taxman, payroll and vendors on time, every time
We provide full-service real-time detailed cloud bookkeeping, tax preparation and HR services
We teach you what your numbers mean and what to do about them.
We don't charge by the hour, instead, we charge an all-encompassing flat rate with discounts available for pre-paid services.
Our uniqueness is in the Business Intelligence we bring to the table.
We know we're not everyone's cup of tea. Our services extend well beyond basic data entry bookkeeping. If you would like to learn more and see if you qualify to work with us, take the next step and head over to our website https://www.wealthbydesign.ca
