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Accounting and Bookkeeping

Different businesses need different accounting services. Some have staff who take care of the day-to-day transaction processing, but they need assistance with the preparation of monthly, quarterly or annual financial statements for the bank, for investors or for the CRA.

Some smaller clients need me to handle the entire accounting process from beginning to end. In these cases, I would schedule a day per week or per month (depending on transaction volume) to keep them up to date. I generally take care of source deductions, WSIB, HST filings, personal and corporate tax returns and T4s for these clients.

Finally, I have clients who prepare their own financial statements but have me come in to review them for them. A review engagement provides a limited assurance to banks and other users concerning the fair presentation of an entity’s financial statements.

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Taxation

I have decades of experience preparing T2s (for corporate income tax), T1s (personal), T4s and T4 Summaries (reporting employee earnings) and other returns and forms required by the CRA.

I have helped clients calculate and remit HST, source deductions and WSIB for many years.

Finally, I have added value for my clients by helping them arrange their personal and business affairs to minimize their overall tax liability.

Business Advisory Services

In addition to ensuring government filings are completed and the information needs of banks and other lenders are met, businesses have financial information needs that are ongoing (like monitoring cash flow) or ad hoc (like pro forma financial statements for a new location or business).

My years in industry and public practice have prepared me for just about any type of support your business may need to make sound decisions.

You can see who we've worked with near you that you might know for a reference by browsing our hierarchical portfolio directory below. For accounting, cities we serve include Amherst, Buffalo, Eggertsville, Fort Erie, Grandyle Village, Kenmore, Lackawanna, Lewiston, Niagara Falls, Niagara Falls, North Tonawanda, Port Colborne, Ransomville, Sanborn, Sloan, St. Catharines, Thorold, Tonawanda, Welland, West Seneca, Wilson, and Youngstown.