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Business Management

Your specialty is in running your business – whether that’s performing, recording, writing, directing, or otherwise serving your clients. Our specialties are providing business and financial management services, so let us put our expertise to work for you so that you can focus on what you do best.

Our business management services include all financial management services combined with the granting of powers of attorney with financial institutions enabling us to perform all monetary transactions (i.e. making deposits and paying bills) allow you to fully delegate the tedious financial management aspects of your business. We’ll manage your accounts and billings, and provide you with the level of reporting you require, as well as useful advice and planning along the way.

Under our care, your records will be current and reliable – ready to help guide your business activities, or to meet filing requirement such as financial statements or tax returns.

Your data will be kept safe with our state of the art backup systems, so you can rest assured that your data is private and protected from unforeseen disasters.

Our services can include:

  • Making deposits and paying bills

  • Import of existing data, or setup of new accounting books

  • Recording of income and expense items

  • Completion of mandatory filings – GST/HSTT4s (payroll)T5s, etc. as required

  • Records management – we can receive and process all your financial mail, email, etc.

  • Representation with the Canada Revenue Agency, IRS, banks, agents, etc.

  • Provision of reporting at the frequency and with details you choose

  • Integration with personal and/or corporate tax preparation

  • Financial projections and management

  • Proactive guidance

Please contact us to learn how we can address your business needs.

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