Other clients prefer to use our ongoing accounting services to give them peace of mind that their financial information is up-to-date and accurate while they, more appropriately, spend their valuable time managing those aspects of their business that only they can do.

Controllership

Some clients only need us to help them through extraordinary projects that would, otherwise, put a strain on their management and staff workloads, e.g. converting to new accounting software.  Converting accounting software is like trying to change the tires on a moving truck.  Your daily business obligations can't stop while you sit through seemingly-endless design meetings with software vendors, your accounting and IT personnel.  Your staff can't stop processing your current accounting data while trying to re-configure your historical records into the formats needed to import them into the new system.

  • Accounting systems design, conversion and implementation assistance
  • Quickbooks design and staff training
  • Custom Excel applications
  • Financial modeling​
  • Corporate and personal tax preparation
  • Email reminder service from our Client Due Dates database
  • Quickbooks accounting set-up and training so you can do it yourself
  • Out-sourced bookkeeping services
  • Payroll and T4 preparation
  • ​HST returns.
Our philosophy is that a good consultant often works himself out of a job.  We consider it a victory when we can walk away from a temporary engagement, knowing that we've helped you build better reporting tools and trained your staff to efficiently provide you with timely accounting feedback that's tailored to the way you think about your business.

Many of our small business clients are happy to have us set up the structure for their Quickbooks accounting and train them to do the bookkeeping themselves.  They send us their files to review and adjust, if necessary, when it's time to file their taxes.  We're always happy to tailor our services to match your budget and the way you do business.

Accounting Systems



  • Design of automated Excel reports from information downloaded from your accounting software and training your staff to use them
  • Financial statement preparation
  • Year-end and interim financial statement account analysis
  • Liaison with your chartered accountant
  • Budget preparation and monitoring.
  • Cash planning and monitoring
  • Business Plan editorial and writing assistance
  • Policies and Procedures manuals​

Accounting and Bookkeeping

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