Accounting
– Financial statements
– Cashflow statements
– Monthly bank and credit card reconciliations
– Year End work
Bookkeeping
– Organizing a ‘shoebox’ of paperwork
– Data entry of client’s information into accounting software programs
– Monthly and/or quarterly review and correction of your bookkeeping
Government Obligations
– Preparing and net filing GST/HST returns
– Completing WSIB Premium remittance returns
– Completing EHT monthly and annual reconciliation returns
– Preparing payroll, payroll liabilities, T4’s and online ROE’s
– Preparing T5018 slips for the construction industry
– Completing personal government application forms i.e. CPP forms
Tax Returns
– Preparing and efiling T1 returns for individuals, businesses and self-employed individuals
– Meeting with clients to give them advice on tax saving strategies to reduce tax liabilities
My Personal Services
– I am the liaison between the CRA and my client and will represent and assist in a CRA tax audit, WSIB and EHT audits
– I keep informed of tax rules and regulations each tax season
– Customize client’s books to meet their specific needs
– I will research all questions and queries for clients to give them the best answer for any concerns
– I am very dedicated to my work and will work long hours if need be
– You do what you do best and I will take care of the numbers
Tools of my trade
Quick Books Desktop Pro
Quick Books Online
Sage 50 Pro Accounting
Microsoft Word and Excel
Cantax Professional Tax Program
My trusted desktop calculator
(could not work without my partner)
Blog
– I started my own business in the Year 2005, though I have been involved in the ‘numbers’ industry post college years
– I graduated with an Accounting Diploma, I am income tax certified, payroll proficient, hold a Life Insurance licence, a Mutual Funds licence and take online continuing education financial courses
– I provide a knowledgeable comfortable environment for my clients
– I am always available to answer your questions and remember there is no such thing as a stupid question
– I always make time for my clients even on the weekends and after hours
– I am a little ‘over the top’ detailed and prepare the books as if they were my own
– I am fortunate and blessed to work with great clients
– In summary I have been preparing, sorting, compiling and getting buried alive in paperwork for a very long time. I never turn down a client who gives me a shoebox, paper bag and even a cooler full of unsorted paper who needs help in filing their taxes, managing their day to day finances and most importantly keeping current with the Canada Revenue Agency’s (CRA) rules and regulations.
What can I say………………I love a challenge!
Call or email Lynn today to arrange for your FREE CONSULTATION!
Call: 705-549-4023 Email: lynn@shoeboxsolutions.net