Servies
Accounting and bookkeeping:
- Recording, maintaining and updating financial transactions in the general ledger
- Reconciling bank and credit card statements
- Preparing financial statements and providing financial analysis and reporting
- Tracking accounts payable and accounts receivable
- Generating and submitting invoices
- Payroll processing and tax compliance
- Creating and maintaining budgets
- Preparing and filing sales and use tax returns, government forms and reports
- Providing financial advice and recommendations
- Assisting with cash flow management and forecasting
- Providing support for financial software and systems
- Providing support for financial audits and internal controls
Tax related services
- Preparing and filing federal and provincial income tax returns for individuals, corporations, non-profit organizations, partnerships, limited partnerships, self-employed individuals and small business owners
- Reviewing prior year returns for missed opportunities and filing for amended returns
- Advising on GST and PST and payroll tax filings
- Providing guidance on tax compliance for Canadian businesses
- Offering advice on tax implications of stock market investments and other forms of capital gains
- Offering guidance on tax implications of rental properties and investment income
- Advising on tax implications of stock options of employee compensation
- Assisting with tax planning and forecasting
- Communicating with the Canada Revenue Agency (CRA) on behalf of clients
Payroll:
- Calculating and processing employee pay and deductions
- Keeping accurate records of employee earning, taxes and deductions and benefits
- Filing and remitting payroll taxes (CPP, EI) to the Canada Revenue Agency (CRA)
- Generating and distributing T4 and T4A slips
- Offering support for the calculation and filing of T2200 forms
- Providing detailed payroll reports and analytics
- Advising on the tax implications of taxable benefits and allowances
- Managing and calculating retroactive pay adjustments, termination pay, severance pay
- Managing and calculating overtime pay, statutory holiday pay, vacation and sick leave accruals, bonuses and commissions
- Providing support for the calculation and filing of Record of Employment (ROE) forms.
- Providing support for payroll audits and compliance
Analytical Services
- Creating interactive dashboards and reports to share data and insights
- Using Excel's built-in functions to analyze data
- Building pivot tables and pivot charts to summarize and organize data
- Creating charts and graphs to visualize data trends and patterns
- Creating macros and scripts to automate data analysis tasks
- Utilizing Excel's data validation and conditional formatting features to improve data accuracy and integrity
- Using Excel's data connection features to import and export data from other sources
- Creating data visualization templates and best practices for data visualization
- Integration data visualization with other tools, such as Power BI
- Creating visualizations for big data and data from multiple sources.
