Accounting Services

We offer the following services:

  • Record keeping of sales, cash receipts, expenses, journal entries for monthly provisions
  • Preparation of monthly financial statements
  • Payroll Services (utilizing service providers eg Ceridian or ADP)
  • Sales tax filing (if applicable)
  • Preparation for year-end working papers for tax filings
  • Preparation of Tax return 


Onboarding Process:

  1. Initial Consultation - phone call to develop an understanding of your requirements and services that best suite your business needs;
  2. Once you decide to proceed, an in-person meeting to discuss deliverables and agree on the working arrangements, eg. Transition process/timing;
  3. Set up accounting system(s) for on-going services;
  4. After the first month’s cycle, set up a meeting (phone call or in-person) to review: 1) financial results, 2) accounting processes and 3) feedback with any process improvements.


All work will be performed remotely from our office utilizing Quickbooks or Sage (Accpac). We can arrange a phone or in-person meetings with you on a quarterly or annual basis.  

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