Services built for your business to thrive

Small Business

Inquire about Strategic Planning

It can be lonely at the top and every business has its challenges.  Outsourcing controllership duties is a solution for small to medium size businesses that want to grow but are not yet ready to hire a full-time controller. Always having a thumb on the pulse of your bottom line is a key factor in successful financial management.

A trusted advisor can help you map out the path from survival mode to profitability by navigating the three main questions of strategic planning:

  1. Where are we now?
  2. Where do we want to go?
  3. How do we get there?

We offer Strategic Business Advisory Services to help you map your idea:

  • Strategic planning and budgeting
  • Growth and profitability planning and reporting
  • Brainstorming new and improved business ideas for success
  • Performance and process improvements
  • Cash flow management
  • Business plan writing

Accounting

Inquire about Accounting

We appreciate that every client has distinctly different requirements and we make every effort to understand our clients’ culture, operations and business environment. We provide a complete range of accounting services for small businesses and non-profits in the areas of:

Financial statement preparation

Professionally compiled financial statements are an integral part of running your business. We have the expertise to compile financial statements for purposes such as:

  • Submissions with corporate tax return
  • Gauging financial performance
  • Disclosure to Banks
  • Disclosure to potential buyers or investors
  • Tax Audits or Reviews

Bookkeeping & Payroll Services

Budgeting, cash forecasting, financial analysis, variance analysis

General ledger set-up

Financial systems and processes training

Bookkeeping

Inquire about Bookkeeping

Well-organized financial records are the foundation of a successful business. They ensure that your business operations will run efficiently on a daily basis. Whether you’re a start-up, non-profit, growing or well-established business, we can provide bookkeeping services to meet your needs. Bookkeeping services are customized and scalable based on your changing requirements.

Pricing is competitive and cost-effective.  In fact, we’re confident that our bookkeeping clients save in accounting fees on a per annum basis if they also use regularly scheduled bookkeeping services!  How does this work?  Clients who use our bookkeeping services monthly will benefit from a faster turnaround on financials and tax returns.  A faster turnaround equals reduced fees!  In addition, your organization’s shareholders will always have timely information and current financial reporting thanks to my advanced approach.

Comprehensive bookkeeping services can include:

  • Bank / Credit Card Reconciliations
  • HST Recording and Remittance
  • Payroll Services
  • Payroll Filing
  • Financial Statements (for your personal records)
  • Year End Support: Includes working papers and support for the preparation of your year-end financials
  • QuickBooks, Sage, Wave, and Hubdoc accounting software set up and training
  • Additional accounting services like external financial statements, corporate tax return preparation, tax planning, business advisory, cash flow analysis, projections and budgeting are also available when you need them.

Tax

Inquire about Tax

Tax is one of the most complex and challenging aspects of accounting. We take a pre-emptive approach with tax planning services, identifying opportunities to protect your earnings and safeguard your assets. Our clients receive a full-service solution for their personal and corporate needs.

When it comes to tax advice, we all look to be in compliance while maximizing tax breaks whether you’re an individual, business owner, or corporation.

Personal Tax Returns (T1)

Personal tax has evolved over the years with strict regulations imposed by the Canada Revenue Agency. We can professionally prepare your tax return while maximizing your refund by designing and providing unique tax planning strategies.

Corporate Tax Returns (T2)

Our uniquely designed tax programs can assist you with complying with the complicated provisions of The Income Tax Act (ITA) while minimizing tax.

Not For Profit

Inquire about Not For Profit

After serving for several years on the board of a local agency Pam Little understands the challenges faced by not-for-profit agencies and the complexities of their reporting requirements.

All the services offered are customized to suit your specific not-for-profit or charitable organization.

Specialized not for profit services include:

  • Fund accounting
  • Government filings including T3010
  • Annual report preparation
  • Preparing for internal audits

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