- Financial statement review engagements
- Compilation of financial statements
- Financial statement close engagements
(Preparing books at year end)
- QuickBooks Desktop and QuickBooks Online Pro Advisor
- Recruitment and selection of accounting personnel
- Process and project leadership
- Systems and procedures review
(monitor tasks, segregation, oversight)
- Financial statement review engagements
- Compilation of financial statements
- Financial statement close engagements
(Preparing books at year end)
- QuickBooks Desktop and QuickBooks Online Pro Advisor
- Recruitment and selection of accounting personnel
- Process and project leadership
- Systems and procedures review
(monitor tasks, segregation, oversight)
- Tax return preparation for individuals, corporations and trusts
- Review of past filings, adjustments and outstanding matters
- Assistance with available self-filing options
- Setting up and utilizing My CRA Account and My Service Canada account
- Working with the Executor or Administrator to organize, plan and administer the estate
- Working with legal counsel to determine asset lists, liabilities, tax issues and holdbacks
- Filing terminal tax returns, trust returns, applications for clearance certificates
- Final document and records management
- Assistance closing out accounts and related filings
- Checklists and templates to assist with administration
- Preparation of net worth schedules
- Current and future cash flow analysis
- Calculation of estate income tax liabilities
- Eldercare accounting services
- Collaboration and co-ordination with investment/retirement professionals
- Review of retirement proposals
- Preparation of retirement map using goal setting tools
- Business startup or expansion
- Assistance with closing a business
- Document and records management, review and destruction
- Assistance using online banking features and automating payments
- Assistance converting to paperless document management
- Loan and credit applications
- Financing proposals including projections
- Cash flow, budget and savings plans
- Debt management
- Dispute resolution
- Preparation of financial records for annual audit/review
- Review of accounting and financial procedures
- Board and Treasurer financial training
- Experienced board member, having served with not-for-profit, charitable and community organizations
- Tax return preparation for individuals, corporations and trusts
- Review of past filings, adjustments and outstanding matters
- Assistance with available self-filing options
- Setting up and utilizing My CRA Account and My Service Canada account
- Working with the Executor or Administrator to organize, plan and administer the estate
- Working with legal counsel to determine asset lists, liabilities, tax issues and holdbacks
- Filing terminal tax returns, trust returns, applications for clearance certificates
- Final document and records management
- Assistance closing out accounts and related filings
- Checklists and templates to assist with administration
- Preparation of net worth schedules
- Current and future cash flow analysis
- Calculation of estate income tax liabilities
- Eldercare accounting services
- Collaboration and co-ordination with investment/retirement professionals
- Review of retirement proposals
- Preparation of retirement map using goal setting tools
- Business startup or expansion
- Assistance with closing a business
- Document and records management, review and destruction
- Assistance using online banking features and automating payments
- Assistance converting to paperless document management
- Loan and credit applications
- Financing proposals including projections
- Cash flow, budget and savings plans
- Debt management
- Dispute resolution
- Preparation of financial records for annual audit/review
- Review of accounting and financial procedures
- Board and Treasurer financial training
- Experienced board member, having served with not-for-profit, charitable and community organizations
