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Finances are the lifeblood of any business, and the health of your company or organization, often depends on who you entrust with your books.
As a member of the federally registered CPB Canada, whose mandate is to develop excellence and trust in bookkeeping services, my CPB designation assures you that we are committed to the following:
SAVING YOU MONEY:
- Provide customized service packages with predictable fees, so there are no costly surprises
- Provide accurate records and reports, to avoid expensive adjusting entries; saving time, expense and headaches
MONITORING YOUR BUSINESS HEALTH:
- Over 20 years of experience: managing: ‘Intake and Disbursement of funds’ in accordance with legislative compliance; managing ‘Accounts Receivable’ turnover; managing ‘Accounts Payable’ to preserve cash flow; preparing Board and Departmental Reports; assisting with HR (recruiting/hiring staff)
ADHERING TO COMPLIANCE:
- Prepare all mandatory governmental filings – ie: GST, PST, Payroll, Annual Charity Return (T3010)
- Accurately track all transactions, meeting requirements of CRA, GAAP and/or IFRS
- Prepare WCB and WORKSAFE BC returns
- Prepare to ensure a smooth audit
- Collect, file, and archive records in compliance with federal regulations
PROVIDING YOU SECURITY:
- Bondable; will provide RCMP background check on request
- Will provide a legal engagement letter, to protect us both
- Your privacy will be protected at all times; adhere to a strict Code of Ethics
HONESTY & TRUST:
- If anything is beyond my knowledge and ability, I will inform you immediately – and draw from my extensive business network, to help find a solution
Software supported: QuickBooks Online, Xero, QuickBooks Desktop
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