We offer contract CFO, Controller and Management services. Professional services include management accounting, maintaining financial and payroll records, monthly WCB and GST/PSTtax filing, managing accounts payable and accounts receivable, strategic planning etc. We also work with tax specialists and external accounting firms that provide tax and compliance engagement support for you as required. We provide the year-end working papers and complete financials for review by your external accountants. Our detailed working papers will minimize the fees of external accountants, auditors, and tax advisors. We provide the Financial Management to run your business profitably.
Our skill set includes:
- CPA - Chartered Professional Accountant
- CA - Chartered Accountant
- CMA - Certified Management Accountant
- MBA (Master of Business Administration - University of Otago, New Zealand - marketing specialization)
- PEng (Professional Engineer - civil engineering)
- BASc (Bachelor of Applied Science - University of BC)
CPA Services include:
- CFO
- Controller
- Treasurer
- Accounting, Budgeting & Financial Reporting
- FP&A Financial Planning & Analysis
- Bookkeeping
- AP - Accounts Payable - we will manage all payables
- AR - Accounts Receivable - we will manage all receivables and bank deposits
- Bank Recs and Cash Flow - we will manage all cash flow for your business
- Tax, WCB & payroll services
- Website design & maintenance
- Business support for all business size
- Investment Analysis & Management
- Property Management accounting
- Wealth Management & Estate Planning
- Personal Financial Planning
Software Expertise:
- Property Management Accounting (Rent Manager, Rentec)
- Proficient with many accounting packages
- Quickbooks pro, Xero
- Excel - expert in analytics, budgeting, analysis and reporting
- Cloud based solutions & remote support with Hubdocs
- Security and Backup
