Trusted Accounting Advisor
What I Provide
Solutions for entrepreneurs in a virtual cloud environment
Personal & Small Business Taxes
I can help your small business with the following solutions:
- If you are a Sole Proprietor, I can help you prepare and file your T1 Personal tax return
- If you are a Corporation, I can help you prepare and file your T2 Corporate tax return
If you are an individual who needs assistance filing your T1 Personal tax return, I can help you too!
Accounting
I can help your small business with the following solutions:
- Cloud-based accounting system setup
- Bookkeeping (recording/ reconciling transactions, paying bills, issuing invoices, processing payroll, tracking/ filing sales taxes GST/HST)
- For your corporation, preparation of fiscal year end notice-to-reader (compilation engagement) financial statements
- Regular financial reporting
Advisory
I can help you grow your small business by offering you the following solutions:
- Integrating cloud-based apps into your small business eco-system in order to optimize efficiency
- Cash flow forecasting
- Budgeting
- Tax Planning
A well-defined process is the key to success
5 Step Process
Step 1 – Get to know me
Explore my site and learn more about what I can offer you. If you feel I can help you, please reach out to me via the contact form, email or phone.
Step 2 – Initial Consultation
After we connect, we will schedule an initial consultation via phone or video conference. Before the meeting, I will ask you to fill out a questionnaire. This will enable me to further understand your business, your needs and your goals.
Step 3 – It’s a Match
After the initial consultation, if we both feel that we are a good match for each other, we will move on to the proposal stage.
Step 4 – Proposal Time
I will provide you with an interactive and in-depth proposal based on your needs and goals. The proposal will outline a detailed cost methodology behind each solution. This will summarize the exact value that you will be receiving.
Step 5 – Onboarding
After you have reviewed and signed the proposal, it’s time to start! I will deal with all of the more menial tasks such as the correct setup of your cloud accounting system, the integration of apps, government filing due dates, etc. We will also determine key deliverables and establish expectations.
