SERVICES

Advisory

• Business Sales and Marketing Strategy

• Business - Service differentiator from competitor

• Plans to protect & strengthen Market Share

• Analysis to determine Business ideal client profile

• Develop with Business their Value Proposition

• Insights to Types of Investment Vehicles

• Financial Analysis, Forecasting, Budgeting

• Financial Models & Data Visualization

• Acquisition & Investment Decisions

• Coaching Six Sigma Philosophy

Bookkeeping

Compliance - Transactions - Automation

• Record Daily Transactions

• Bank & Credit Card Reconciliations

• Accounts Receivables, Accounts Payables

• Reconcile and monitor applicable payroll deductions

• Tax remittance and filing

• Budget, Forecast, Financial Reporting & Analysis

• Strategic thinking and planning business financial goals

• Expert in Accounting - GAAP

• QuickBooks Online - automate all transactions

• Implement and Train company employee on QuickBooks

• In House Bookkeeping | Desktop Training

• 24 hours availability and unlimited email support

Payroll

• Payroll Reporting & Compliance

• Procedure and Standards

• Determine Payroll Liability, Fund

• Full Payroll process - Transactions

• Profit Sharing & Benefits

• Implement Payroll Decision-Making Models

• Ad Hoc Payroll Fin & Op Reporting

• Payroll Remittance to Government

• Year End T4s | T4As

• Electronic Record of Employment

Tax

• Tax Reporting & Compliance

• Canadian (small) Corporation Income Tax

• Personal Income Tax

• Periodic Tax Remittance

• Future ITC & ITD

• CRA Tax Legislations - Updates

• Tax Audit and Explanation

• Tax & Succession Planning

• Tax Deferral & Optimization

• Tax Software Implementation

CFO

• Stand in Part-time CFO

• Finance - Money Manager

• Accountant - Controller

• Strategic thinking on Business Financial goals

• Expertise & Independent perspective on Industry

• Communicate strategy and progress to investors

• Operation Efficiency Officer

• Build Financial Literacy Roadmap - workbook

• Financial Modelling - Visualization

• Cash Flow Management

• Benchmark and Metrics

• Six Sigma philosophy & methodology

Training

• Excel, Access - Level 1

• Excel, Access - Level 2

• Excel, Access - Level 3

• Bookkeeping | Accounting Training

• QuickBooks - Online Training

• T1 & T2 Tax Training

• Business Plan

• Data Modelling

Schedule a Consultation