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:
- Initial Consultation - phone call to develop an understanding of your requirements and services that best suite your business needs;
- Once you decide to proceed, an in-person meeting to discuss deliverables and agree on the working arrangements, eg. Transition process/timing;
- Set up accounting system(s) for on-going services;
- 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.