I promise... quality work, exceptional service, professional integrity, attention to detail, and peace of mind.

I have an interactive style of working with clients. I go the extra mile, I insist on reviewing the work with you. I want you to understand what's been done.

What type of clients do I want to work with?

Families with investments, rental properties, self-employment and health/medical, dependants, estate work

Future oriented financial information - budgets, plans, forecasts, financing proposals, what if's...

QuickBooks - consultating, training, systems design, internal controls, conversions, troubleshooting, fixing a mess

Quicken - workshops for financial planners, accounting firms, financial controllers, investors

Social workers looking for in-depth education about tax for their clients/community

Accountants and Bookkeepers looking to supplement their knowledge about keeping records for tax

Business owners who want to get and keep control of their finances, for start-ups, business growth and net worth or winding down to retire. 

What work does I NOT want?

Year ends and corporate tax, I'll refer you to accountants in your area when it's time for you to get your year end done.

What I WILL do,

Save you money on your taxes, because you'll be so organized and ready to deal with your tax compliance, your accountant will love it!

What will I help you with if you're behind on your record keeping?

I will help you organize, learn how to use QuickBooks, coach you to get your year end ready to take to another accountant. 

I prefer projects with a limited shelf life. This can be cost effective, efficient, and your accountant may absolutely love the resulting clarity you've gained about how to keep proper records. Expect this process to take a few months and that you'll learn more than you bargained for.

Yes, I will work with and train your spouse, bookkeeper and operations staff to keep records using QuickBooks...

Look for my webinars produced for bookkeepers who are members of the Institute of Professional Bookkeepers of Canada! They are for sale on my website under the topic silo's of Keeping Records, Learning Quicken, QuickBooks or Tax.

Here are some of the services I can offer you!

Master QuickBooks® Software

1. Needs Analysis
2. Systems Design and Train the Trainer for large scale conversion of retail outlets
3. Management Consulting specifically on managing finances
4. Reconciliation of accounts
5. Internal Control Implementation
6. Procedure Manuals Creation
7. Working Paper Design and Implementation
8. Finances and Taxes | Personal, Corporate, Trusts and Estates
9. Future Oriented Financial Information - Budgets, Planning, Forecasts, Financing Proposals

Master Quicken® Software | Financial Literacy |  Investment Accounting | Taxation

1. Needs Analysis 
2. Worksheet with 24 worksheets to kickstart the journey to financial control and understanding
3. Financial Control
4. Financial Literacy 
5. Cash Management
6. Online banking downloads
7. Investment Transactions for Personal, Corporate or Trust/Estate Taxation
8. Comprehensive Income | Calculate and update unrealized Gains & Losses for Reviews and Audits

Speaking about organizing paperwork, keeping records for tax, disability tax credits, and how to account for investments

1. Too much paper? Never enough time? | How technology can help
2. Stop! You're paying too much tax! | Personal Tax Credits
3. Soar with the eagles...Boot procedures management into the cloud | Procedures Documentation
4. How to walk in someone else's shoes | Organize to Control Financial Affairs
5. Size doesn't matter | Master QuickBooks® Software
6. Keeping records: Self-employed | Personal Taxation
7. 27 Reasons to Count your ACB: Stories from the Trenches | Personal Taxation
8. Transitions | Conversions | Fix a Mess | Best Practices | Master QuickBooks® Software
9. How to walk in someone else's shoes | Personal Finance and Tax