More tools?
Welcome, seeker
Profit Levels? Compensation?
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You're probably here because you have something on your mind, most likely a change of some kind. You are researching.
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I'd like to help you find a way to make the correct changes and the best way to do that is to have a conversation about which services you require.
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Have a look at my site, learn a bit of the lingo so you can understand me if we chat, learn how I can help you, get an idea of what services I offer, then get in touch.
More employees?
Better Cash Flow?
how I can help you
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I help you soar because I thrive in the weeds (the land of details) leaving you free to do the things that make you happy. I'm a calm, reliable person who enjoys helping others succeed by focusing on the details most folks find boring.
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I'll listen to you, then propose solutions so you don't use your valuable time learning about services you might not need.
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I will help you communicate with other accounting and tax professionals because I know accounting principles and jargon. I'll help you understand what financial information is required, in terms you can understand. I worked in a tax accounting office for three years and I took the first few levels of the same courses as chartered accountants. I understand the reason why processes, standards, and principles exist and need to be followed.
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I work fast, saving you time and money because I love typing numbers, completing tasks, meeting deadlines, submitting reports, using checklists, etc. I know what works and have effective ways to implement the solutions because the business routines and processes learned over my 30-year career in finance and administration roles are second nature.
If you want to see complete work history, please visit my LinkedIn page.
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Understanding accounting services: a few key terms
bookkeeping
It's recording financial transactions using source documents, and is part of the process of accounting in business and other organizations. It involves gathering source documents for all transactions, operations, and other events of a business. It is also known as 'compliance work.' It does not include asking repeatedly for those documents.
source documents
The information traditionally found at the bottom of a purse or on the dashboard of a truck: receipts, bills, invoices, statements, cheques--anything that documents a transaction involving spending or receiving money.
compliance
Following the laws, regulations, and standards that apply to financial reporting. It involves knowing the procedures for recording and verifying all financial transactions, such as revenue, expenses, assets, and liabilities. Knowing the rules is invaluable should your firm be audited.
Services
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Bookkeeping
Accurately entering the correct data into accounting software and
preparing financial statements.
Professional bookkeepers know accounting principles and tax regulations, keeping their clients in good standing (compliant) with Canada Revenue and other agencies.
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2
Financial Administration
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Gathering and organizing source documents (receipts, time sheets, invoices).
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Paying bills and employees.
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Depositing funds.
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Managing payments (Stripe, Square, Shopify, PayPal).
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Filing reports with government agencies (T4, T4A, T5018) and bodies (GST, payroll, WSIB).
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Working with a accountants, tax preparers, human resources, creditors, vendors.
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Operations Administration
Management of non-revenue creating tasks and services, such as procuring supplies and contracts (think internet, phone, software).
For the busy sole proprietor, having help with operational tasks can help get financial tasks completed.​