Selected Areas of Expertise

​Full-Cycle Bookkeeping:

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Proficient in accounts payable, accounts receivable, payroll, bank reconciliations, and Government of Canada remittances. Specialize in managing payroll for large workforces in both Canadian and U.S. markets, including compliance with government regulations and audit standards. We consistently balance general ledger (GL) accounts, ensuring all transactions are accurately recorded and reconciled. Additionally, we manage the balancing of accrual and liability accounts, maintaining up-to-date and precise records of payroll, vacation accruals, and other liabilities to ensure financial accuracy.

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CRA Audits & Tax Liability Compliance:

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Ensure full compliance with Canadian Revenue Agency (CRA) regulations, handling all necessary documentation and processes during audits. Successfully navigated CRA and other governmental audits and remittances while maintaining accuracy and transparency.

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Cashflow Management:

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Expertise in managing cash flow, ensuring businesses maintain liquidity to meet operational demands.

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Project Management:

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As a dedicated bookkeeping team, we have managed a wide range of projects, always ensuring that financial deadlines and objectives are met efficiently. We’ve configured, tested, and implemented various accounting software systems to streamline processes and enhance accuracy. Leading change management initiatives, we developed new bookkeeping procedures, and detailed workflows, and trained staff to ensure smooth transitions. Our focus on improvement drives us to review processes, identifying inefficiencies and implementing automation to reduce manual tasks and minimize errors. We were integral in the acquisition and financial onboarding of a U.S.-based company, ensuring its seamless integration into our existing systems. Additionally, we managed system upgrades and introduced new modules, boosting our ability to track, report, and maintain compliance.

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Payroll Management:

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Managed payroll for over 2,500 employees in unionized environments, overseeing year-end processes like T4s, W2s, CPP, and pension contributions.

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Financial Analysis & Reporting:

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Conducted detailed financial reporting, including variance analysis and account reconciliations for multiple subsidiaries and intercompany transactions. Provided financial insight to drive decision-making and improve profitability.

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Client Relations & Customer Service:

Built and maintained strong relationships with clients, offering ongoing support and financial advisory services. Acted as a trusted consultant to clients migrating to new bookkeeping systems.