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As a regular monthly client you will receive timely financial information that will allow you to manage and better control your business.
You will receive a monthly operating statement showing your business expenses and revenues, a detailed general ledger showing your transactions and a monthly bank reconciliation to prove out the bank balance with your cheque book balance.
Most of all, you will receive a regular monthly consultation to discuss the results of your operation.
Other services available to help you save time and concentrate on what you do best include, government tax calculations and remittances.
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For those needing services beyond monthly bookkeeping including: implementation of financial controls to safeguard your business assets; budgets
and forecasts to allow you to set targets and manage your business; business plans to help you and others understand your business; review and
analysis of your business financial statements to help you understand the financial condition of your business; and other services are also available.
You will benefit from my
20 plus years of real life business experience in areas of finance and accounting. As a professional
management accountant who has worked
in all levels of management and has been responsible for meeting corporate objectives and goals such as profitability targets and cash flow targets, I know
what it takes for you to succeed in your business.
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Monthly Computerized Bookkeeping:
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- recording business transactions
- detailed general ledger
- monthly operating statement
- bank reconciliation
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Management Accounting:
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- business plans
- business start ups
- business mentoring
- budgets and forecasts
- financial controls and reporting systems
- preparation of financial statements
- financial statement review/analysis and consultation
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Taxation:
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- I/Tax preparation
- GST/HST, PST, WSIB calculations and remittance payroll tax remittance
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