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.
Services that I have provided are:
- Business planning, budgeting and forecasting
- KPI development, management reporting and performance analysis
- Transaction due diligence
- Business expansion and consolidation consulting
- Business system and process design, configuration, implementation and improvement.
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
