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Solutions Delivered by a Trusted Bookkeeper
I close a period with brief review of the Financial Statements. Spend a few minutes reviewing the Income Statement, the Balance Sheet, the A/P and A/R summary, and you will have seen everything.
Bookkeeping
Recording & Reporting
Recording & Reporting
I am skilled in Payroll, Inventory, and ad hoc reports. Internet software often provides limited reports. I export the information to escape those limitations. I am skilled in QuickBooks (Desktop & Online), Xero, Sage, Excel, Word, and Access database.
Recording & Reporting
Recording & Reporting
Recording & Reporting
I have customized a dozen Financial Statements to highlight the concerns of the owner.
This saves time, but more important, it puts you in control.
I generate the reports that highlight your bottom line. I provide all the supporting detail but the key points are highlighted and easy to find.
My goal is to allow you to harness the benefits of consistency. Brief effort on a consistent basis can unlock the Pareto Principle where 80% of the benefits come from 20% of the effort.
I have tracked renewal dates for Drivers and Vehicles. I meet deadlines for Federal & Provincial filings.
Between Microsoft 365, Google WorkSpace and your accounting software, I can help you get control of anything.
Special Projects
Recording & Reporting
Special Projects
I have a long history of Special Projects. All work is done on a best-efforts basis.
I am a registered tax filer for Canada. I have filed a handful of Corporate and Proprietorship taxes. I don't do tax planning. I don't do anything complicated. But if you want the CRA off your back, I can file T2's & T1's.
I have filed American 1040 income tax for myself and my parents for 30 years.
I navigated the American Offshore Voluntary Disclosure Program with no fines, penalties or adverse outcomes. Again, I don't do anything complicated, but I can do compliance.
I helped a Not-For-Profit registered for charitable status.
I have represented clients in Small Claims Court, the Court of the Rentalsman, the Highway Traffic Safety Board, and the Tax Court of Canada.