Services
Based in Kitchener-Waterloo and servicing clients across Ontario. Whether you're looking for full-service support or help in a specific area, I offer customizable CPA services to fit your needs. I am here to adapt to your goals!
Accounting & Financial Management
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Initial Setup: Setting up the right accounting systems, choosing the correct software and determining the best business structure for your needs - whether that's a sole proprietorship, partnership, or corporation.
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Bookkeeping Services: Regular tracking of income, expenses, and cash flow to keep your financial records accurate and up-to-date.
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Budgeting & Forecasting: Supporting startups and small businesses manage limited resources and plan for growth.
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Compilation Engagement Financial Statements: To support you business decision-making and stakeholder communication.
Taxation
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Tax Compliance: Corporate tax filings, HST registration, and remittances to ensure compliance with CRA regulations.
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Tax Planning: Strategies to minimize tax liabilities and maximum deductions for businesses and individuals.
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Personal Tax Services: Personal tax filing tailored to your unique needs. Whether you're an employee, a freelancer, newcomer or a retiree, managing capital gains from investments, or navigating the complexities of filing a loved one's final return, I provide personalized support to help you stay compliant and maximize your returns.
Business Advisory
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Business Plan Development: Support with financial projections and business planning to secure loans or attract investors.
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Cash Flow Management: Strategies for managing revenue cycles and payment timelines to maintain healthy cash flow.
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Risk Mitigation: Implementing strategies to identify potential risks, implement internal controls, and protect your assets.
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Performance Metrics: Identifying and tracking Key Performance Indicators (KPIs), such a revenue growth and expense ratios, to monitor business health and uncover areas for improvement.
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Scalability Advising: Planning for operational growth, including staffing and resource allocation.
Flexible Services
I understand that every business has unique needs and priorities, which is why I offer flexible service options. Whether you’re looking for full-service support or just need help in a specific area, I’m here to adapt to what works best for you.
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Comprehensive Support: I can handle it all—from day-to-day bookkeeping and financial reporting to tax preparation and strategic planning—so you can focus on running your business.
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Collaborative Approach: Prefer to stay hands-on with your finances? You can manage your day-to-day bookkeeping, and I’ll step in to review, finalize, and file your taxes.
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Targeted Services: Need help with just one area? I can provide specific services such as business analysis, financial planning, or cash flow management without any long-term commitments.
