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Testimonials
"I am writing this letter to thank you for the guidance and professional service
you have provided me over the past seven years. As an entrepreneur, corporate
officer and director of a public company, I am often faced with issues that
require thoughtful analysis and immediate action. You have been able to service
my needs at a level of professionalism and expertise that I value."
CA - entrepreneur, medical spa services, 400 employees
CA - entrepreneur, medical spa services, 400 employees
"One would expect to see them devote increasingly more time and energy to
larger clients and, by extension, less to people like me, but this isn't what
they’re all about. A major success measure for them is the satisfaction level of
their clients, regardless of size".
Executive, international publisher
Executive, international publisher
"The staff have responded quickly and effectively to any inquiries that I
have made of them and have provided good follow-up. I have no hesitation
whatsoever in recommending them."
Lawyer - entrepreneur, mediation services, 2 employees
Lawyer - entrepreneur, mediation services, 2 employees
"You have provided us with sound and practical advice since we first became
clients six years ago. You've always there when needed, and responded to our
calls without delay."
Owner - manager, entertainment production & investments, 3 employees
Owner - manager, entertainment production & investments, 3 employees
"Whatever I pay you will be the best money I have spent in my entire life"
Owner - manager, health services & investments
Owner - manager, health services & investments
"My books were a "mess", and the team patiently guided me through the
process, and helped me get everything in order. What I value is the teams'
knowledge in many areas of accounting and business, their quick response to
questions, their accessibility, and practical approach."
Owner - manager, retailer, 7 employees
Owner - manager, retailer, 7 employees
"In addition to preparing all of the requisite statements and returns, the
staff have always been incredibly responsive to any question or concern and have
clearly communicated advice on a variety of matters."
Owner-manager, IT services, 3 employees
Owner-manager, IT services, 3 employees
"Every member of our management and internal accounting teams have enjoyed
their interaction with your team immensely and find your accessibility and
extreme responsiveness an absolute pleasure. We highly recommend you as a very
positive addition to the key advisor group of any business looking to take their
game to the next level."
Owner-manager, manufacturer, 30 employees
Owner-manager, manufacturer, 30 employees
"The staff always stay on top of our bookkeeping and are key members of our
professional advisory team."
Owner-manager, professional services, 13
Owner-manager, professional services, 13
"As a young health professional working to grow a small business and
practice, you allow me to focus on what is important, while remaining confident
that my financial and business interests are in capable hands."
Owner-manager, professional services, 20 employees
Owner-manager, professional services, 20 employees
"This organization provides a truly integrated approach of combining
financial, business, research and investing guidance. The team routinely checks
in with me to ensure that I and my business are accomplishing our goals. They
have helped me set goals both personally and financially, building a successful
plan that allowed me to ultimately surpass what I thought was possible. Thanks
for helping me far exceed all business and personal goals."
Owner-manager, professional services, 20 employees
Owner-manager, professional services, 20 employees
"I am writing you to indicate how pleased I am with the services you have
provided over many years. Everyone is on the ball and so willing to help from
the most minor to major activity. I am particularly happy that anyone I have
referred to you has been extremely satisfied and thrilled that I had made them
aware of you."
Owner-manager, technical sales, 2 employees
Owner-manager, technical sales, 2 employees
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Services
Services
Business Services
- accounts payable
- accounts receivable
- bank reconciliations
- payroll services
- GST/HST, EHT, WSIB returns
- preparing year-end financial statements & tax return records
Accounts Payable
Our accounts payable function includes paying any outstanding bills while ensuring that charges are accurate on the bills. Matching supplier statements to previous balances in the system ensures that no bills are paid twice in error, and that the bills are for services/goods actually received.
Accounts Receivable
Our accounts receivable function includes posting payments to the correct accounts, tracking accounts receivable aging information, and ensuring that any past due receivables are noted for diligent follow up. Monthly reporting of outstanding receivables is done so that owners/managers are made aware of any outstanding receivables on a timely basis. Statements with monthly interest charges can also be created, based upon your company's policies, to send to the customers who pay partially, or pay late.
Bank Reconciliations
Preparation of monthly bank reconciliations are key to any business operation. The monthly bank reconciliations ensure that any bank errors are caught in time and help manage the cash flow of the business. Bank activity in the system must be matched to the bank activity on the statement to ensure the accuracy and integrity of the bank activity and cash transactions.
Payroll Services
We provide payroll services at a variety of levels. Our services include preparations of pay stubs, calculating source deductions, providing the amounts to remit to Canada Revenue Agency on a monthly basis, assisting with the preparations of T4 Summaries and Supplementary slips, as well as preparation of additional slips (T3s, T5s) as required. We can provide on-site payroll assistance or off-site payroll assistance (where we e-mail the pay stubs and remittance amounts to you).
GST/HST, EHT, WSIB Returns
We assist clients in preparing GST (Goods & Services Tax) HST (Harmonized Sales Tax), EHT (Employer Health Tax), and WSIB (Workers’ Safety & Insurance Board) returns as required by CRA and the various Ministries. Our clients have different needs depending on their filing periods, and our services vary depending on the returns required. As we typically maintain the records of our clients, compiling the reports required for the preparation of these returns is just one additional step. Clients can find themselves spending excessive time getting these reports ready, but we are able to offer these services in addition to our other bookkeeping services, enabling you to concentrate on running your business instead of your books.
Preparing Year-End Financial Statements & Tax Return Records
Our exceptionally trained staff is well equipped with the skills of preparing year-end financial statements and tax returns in addition to providing bookkeeping services. For many of our clients, we are able to provide these services through an in-house accounting firm. For others, we prepare their books and records for transfer to their accountant of choice. Having the experience and knowledge of year-end requirements enables our staff to provide these services more efficiently than those who only perform bookkeeping services.