Our
Services
Accounting & Bookkeeping Services
Finance operator specializing in stabilizing owner-managed and growth-stage companies experiencing financial disorder, cashflow pressure, weak reporting, operational inefficiency, or finance department breakdowns.
Known for rebuilding financial infrastructure, strengthening controls, recovering lost capital, improving reporting accuracy, and bringing discipline to organizations that need practical financial leadership without the cost of a full-time CFO.
Financial clean-up and operational stabilization
Controller and finance leadership during growth or disruption
Cashflow visibility and reporting accuracy
Finance department rebuilds and process improvement
Cost reduction and profitability improvement
Audit preparation and year-end readiness
Internal controls and fraud-risk reduction
Financial systems implementation and optimization
Business Planning and Forecasting
Writing a business plan will ensure that you pay attention to the broad operational and financial objectives of your new business.
Our services include:
Define business goals
Create budgets and cashflows
Track Return-On-Investment (ROI)
Set-up milestones and deliverables
Month-end and Year-end Closing
We verify that all the pieces of information are accounted for so reports like balance sheets and income statement are accurate.
Our services include:
Record daily operational financial transactions
Reconcile accounting system modules and subsidiary ledgers
Record monthly journal entries
Reconcile balance sheet accounts
Review revenue and expense accounts
Prepare financial statements
Management review
Close accounting systems for the month/year
Payroll
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best…running your company!
Our services include:
Gathering employee time information for the selected time period
Managing benefits and deductions
Employees pay distributions
Payment of Source Deductions and WSIB
Business Start Up Plans
If you are in the planning stage it is important to prepare a strategic plan to assist in clarifying your company’s direction.
Our services include:
Document the nature of the business
Create a financial forecast based on sales projections and costs
Prepare projected cash flow
Determine investment required to pursue the project
Prepare documents for investors and financial institutions
Research and Development Tax Remittances
Eligible expenses or qualified research expenditures can be difficult to figure out. We utilize years of experience to assist you in attaining these funds.
Our services include:
Assistance in preparing the R&D tax submissions to Government of Canada
Tracking all expenditures for research projects
Submit documents to CRA for refund