Expert financial guidance tailored for your small business. From foundational bookkeeping to proactive tax strategy, I work as your financial partner to ensure your success.
Comprehensive financial record management tailored for small businesses.
Transaction entry & Chart of Accounts updates
Expense categorization by project or department
Invoice & receipt digitization
Integration with bank feeds for automatic imports
Monthly bank & credit-card statement matching
Vendor & intercompany account reconciliation
Clearing-account review
Discrepancy resolution & follow-up
Payroll processing & CPP/EI source remittances
T4, T4A and ROE preparation
Monthly P&L, Balance Sheet & Cash-flow statements
Custom management reports & KPI dashboards
Invoice generation & tracking
Payment follow-ups & collections
Vendor bill processing & payment scheduling
Aging reports & cash flow optimization
Advanced financial analysis and strategic planning to drive business growth.
Trend & variance analysis on key financials
Profit-margin and cost-center breakdowns
Ratio analysis (liquidity, leverage, efficiency)
Monthly performance summaries
Annual budgeting & forecasting models
Rolling 12-month cash-flow projections
Scenario ("what-if") planning
Variance tracking with corrective recommendations
Industry KPI benchmarking
Process-efficiency reviews
Profitability and cost-center assessments
Quarterly performance check-ins
Corporate year-end preparation & adjusting entries
New business startup package (CRA registration, Chart of Accounts)
Accounting software setup (QBO, Xero)
Accounting policy development & internal controls
Comprehensive, Canada-focused tax support to minimize liabilities and ensure CRA compliance.
CRA-compliant corporate (T2) and personal (T1) returns
Provincial tax (PST) remittances
Full deduction & credit reviews
Electronic filing and CRA e-services setup
Instalment forecasting & cash-flow scheduling
Corporate-structure & shareholder benefit advice
Retirement-planning tax strategies
Intercompany dividend & loan planning
Quarterly tax health check
CRA audit support & representation
Response to notices & assessments
Updates on tax-law changes and implications
CSRS 4200 compilation engagements (formerly Notice to Reader) — cost-effective compiled financial statements for stakeholders, investors, and internal use.
Balance Sheet & Income Statement preparation
Year-end adjusting entries
Notes to financial statements
CSRS 4200 compliant compilation report
Small businesses needing statements for lenders
Stakeholder & financing applications
Year-end financial reporting
Businesses not requiring audit-level assurance
Gather financial records & trial balance
Prepare & compile financial statements
Issue compilation engagement report
Review results with management
Full-service cloud accounting — access your financials anytime, anywhere, with a dedicated CPA working remotely.
QuickBooks Online & Xero integration
Real-time financial data access
Secure cloud document storage
Automated bank feeds & reconciliation
CPA support available by video, phone & chat
WhatsApp business communication
Regular virtual check-ins & review calls
Serve clients across all of Canada
Bookkeeping & financial statements
Tax preparation & planning (T1, T2)
GST/PST filing & payroll processing
Business plans & projections
Accounting software selection & configuration (QBO, Xero)
Bank feed & payment integration
Receipt capture & document automation
App stack optimization (Dext, HubDoc, Plooto)
Strategic financial leadership for growing businesses — Fractional CFO, Controller, and Accounting Manager services without the full-time cost.
Strategic financial planning & growth strategy
Board & stakeholder financial reporting
Financing readiness & capital planning
Revenue modeling & profitability optimization
Financial reporting oversight & internal controls
Month-end & year-end close management
Day-to-day accounting oversight & AP/AR monitoring
Process improvement & team supervision
Cash flow forecasting & management
Financial decision support & risk assessment
Growth strategy & revenue modeling
KPI tracking & benchmarking
Let's discuss how our comprehensive services can help your business thrive. Schedule a free consultation today.