Services
Accounting
An integrated professional for ongoing accounting leadership and expertise
My approach is to first thoroughly understand your situation, clearly define your needs and then provide a tailored solution with pre-defined deliverables, timelines and fees.
Areas of service that I currently provide are:
- Corporate year-end financial information preparation (compilation engagement)
- On-demand Controllership services
- Full-cycle accounting/bookkeeping services at period-end dates
- Accounting system and process setup and optimization
- Accounting "catch-up" services
Advisory
Leading complex business transactions and project-based initiatives
As you and your business move through each stage of growth and transition I add value by defining, planning, and delivering the changes needed to achieve your objectives. I do so in an efficient, structured and risk averse manner.
Areas that I advise on consult on are:
- Purchase and sale transactions and due diligence
- Corporate reorganizations
- System and process design, configuration, implementation and improvement
- Planning, budgeting and forecasting
- KPI development, management reporting and performance analysis
Taxes
Tax planning and preparation services to ensure you optimize your situation, remain compliant and achieve your long-term goals.
Areas of service that I currently provide are:
- Preparation and filing of personal, corporate and trust income tax returns
- Integrated tax planning
- Support and resolution on CRA reviews and audits
- HST and Payroll tax
