top of page

SERVICES

MRomero_Brand-Wood.jpg
Bookkeeping and Cloud Accounting
Bookkeeping & Cloud Accounting

Are you having trouble catching up with your business’ accounting work? Having to run your own business takes a lot of time and energy from business owners. You need to attend to staffing, marketing and networking, social media management, operations and accounting. More often than not, accounting is the one that is done last.
 

See your whole business. We recommend using Quickbooks Online to simplify how you track your business finances, so you can focus on the bigger picture.

 

We offer these services which are designed to your needs:

  • Day to day posting of transactions

  • Accounts receivable that includes invoicing and collection

  • Accounts payable that includes electronic payments

  • Bank and credit card reconciliation

  • POS transactions reconciliation

Tax Filing
Tax Filing

Our team of experienced professionals are dedicated to helping you maximize your tax returns. We stay up-to-date with the ever-changing tax laws to ensure that you receive the best possible advice and guidance. Whether you are an individual or a business, we can help you with all your tax filing needs. Having all your records and documents in place will give you a peace of mind.

 

We can take care of the following for you:

  • GST filing

  • PST / RST (Provincial) filing

  • WCB payment

  • Personal tax / Employment tax return

  • Self-employment / Business return

Payroll
Payroll

Payroll is a routine that needs a strict deadline. We will process it for you as well as your annual T4 filing and reconciliation. Having to monitor the payroll schedule and pay your employees on time takes a lot of organizational skills. We will provide you with a payroll portal that will make paying your employees as easy as 1-2-3.

 

This also includes:

  • Payroll remittance to CRA

  • Issuance of annual T4 and T4 Summary

Business Consulting
Business Consulting

Do you need a guide as you start a business? Starting a business involves a lot of intricacies such as what type of business is right for you whether it's a sole proprietorship, partnership or corporation? How do you set up your books of accounts? Do I need to register for a GST account or Payroll account?

​

As you grow your business, are you able to figure out why you don't have enough cash to pay your staff? What is your financial performance this year compared to last year? What is my strategy to get a business loan to expand my business? We can help you answer all these questions customized to your own business and circumstance.

​

Business involves a lot of factors to consider for decision-making. Questions such as do I have good internal control to protect my cash or inventory, what is the status of my cash flow or should I buy or lease need to be addressed and put in the hands of an expert.

Budgeting
Budgeting

A budget keeps you on the right track to achieve your goal as well as checking on your growth. It is also necessary if you need further financing for your business expansion.

​

Where do you want our business to go 5 years from now? What are your financial goals and how are you going to achieve them? A good budget will lead you in the right direction. What do you need to do NOW to reach that goal? Let us do that goal-setting together!

Chief Financial Officer Services
CFO Services

Do you need strategic financial guidance and oversight in your business?  We can help you on that by giving you a sound financial planning and analysis, budgeting, financial reporting, cashflow management and strategic decision making.  

​

We are your partners to answer regarding business tax concerns with Canada Revenue Agency, or best app to use for streamlining your process, creating Excel templates for you if needed, or do you need anyone to look into your business process and internal control? We’ve got you covered.

bottom of page