We will review the audit document request from the Law Society and walk you through our plan of action to prepare all the necessary documents for submission. We will review the reconciliations completed and see if there are any reports missing or deficiencies in your current practices that should be improved, while walking you through what to expect before, during and after the audit process.

Transition from a manual record keeping model to a more efficient method of keeping your financial records up to date. We will discuss possible options available to you and your company, determine what works best for your business and implement those procedures using the most up to date softwares available. Whether you are just starting off, or have been in business for a while, the ability to produce statements and financial documents in a timely and detailed manner will help the growth of your business.

Have peace of mind knowing that your year end financial statements are prepared correctly. See the financial health of your business at the end of the year and be able to compare to previous years to help plan for the future. We will go through Profit and Loss statements with you, so we can answer any questions you may have about the state of your business.

One of the most important steps in proper record keeping are the monthly reconciliations of bank accounts and credit cards. This task allows you to be on top of all the expenses and revenue generated by your company on a monthly basis, making things like HST preparation and cost forecasting much easier. The cornerstone to a healthy set of books is a business that regularly reconciles their accounts.

Looking to wind down your business? Audit your current record keeping practices? Create financial comparison reports? We can help with these and so many other projects that your company may need but does not know where to begin.