Client Services

My firm offers a wide range of services to our individual and business clients. My clients benefit from personalized, quality service that is beyond comparison. Most of the services that I offer are listed below, with a brief description.

As the list below is by no means comprehensive, please feel free to contact us about a service if you do not see it listed.

Accounting Software Selection & ImplementationI can help balance your needs and your available resources, (time, staffing, money) to find the right software solutions for your business.I can work on site with you to see through the implementation process, and provide ongoing support.For medium-sized businesses seeking a customizable solution, ask me about Blue Link Elite.I am a Quickbooks Pro Advisor and consultant, helping many small businesses manage their accounting and reporting functions accurately.

Business Consulting
Let my years of experience in business management help you. An hour or two in a consultation can help you focus your efforts and prioritize your plans, in practical and efficient ways. In addition to acting as a sounding board, I can provide comprehensive, flexible strategies that address the issues affecting your business.

Financial Planning
Financial planning need not be painful. An hour or two spent in reviewing your current situation and identifying your goals can provide a lot of peace of mind. Developing strategies that will enable you to achieve your goals and strengthen your financial security, as well as providing you with documentation to measure your success, is how I can help you with this.

Business Succession Planning
Effective transition of your business to your successors is critical to its continued prosperity. I can help you evaluate your options and go beyond the numbers. Acquiring or selling a business can be life-changing.

Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business. Do you have questions? Ask me!

Tax Services
I prefer to take a proactive vs. reactive approach to tax services. I provide individual and corporate clients with the taxation expertise and knowledge that they deserve throughout the year. For complex matters, I consult with top tax specialists, as needed.

Payroll Services
Need help managing your payroll? Accurate and timely assistance is available for your regular payroll – give me a call!

Federal and Provincial Sales Tax (GST, HST, PST and QST)
A quarterly update and preparation of the sales tax return (GST/HST) is a great opportunity to assess the financial health of your business. Don’t bury your accounting activities for a year –  consider a regular quarterly update an investment in good management and growth of your company.

Elder Planning
There are many special considerations involved in planning for the long-term well-being of older adults. Financial, taxation, wealth distribution circumstances, but most importantly, emotional well-being throughout any transitions and changes.

Personal Debt Management
If personal debt is weighing you down and you are ready to make a change, book an appointment for a one hour review of your situation so we can find solutions that will work for you. Acknowledgement is the first step in moving forward.

Accounting Services
Providing financial information in a timely and accurate manner is a commitment that cannot be compromised. Comprehensive, well-organized financial records keep your business operations running most efficiently. My firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Compilation of financial statements
• Budgets and Pro-formas

Financial Statements
I can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

Bookkeeping/Write-Up
Let me and my staff ensure that your records are complete and up-to-date. I can provide full-service bookkeeping, or provide direction for your in-house personnel. I am a Quickbooks professional, and would be pleased to train you in this very user-friendly software program.

Controllership and On-Site Management Services
Do you need order restored? Administrative staff oversight? Temporary fill-in? Transitional staff while you reorganize your business structure? Deadlines looming? Let me offer you solutions to resolve your latest challenge.