Bookkeeping Services

• Banking
• Cash Receipts Journal
• Accounts Receivable Sub Ledgers
• Sales Journal
• Invoice Generation
• Aged Accounts Receivable Reports
• Purchase Journal/Disbursements
• Cheque Generation
• Petty Cash Processing
• Job Costing
• Accounts Payable Sub Ledgers
• Aged Accounts Payable Reports
• Inventory Tracking
• Payroll Calculations
• Vacation Pay Calculation/Tracking
• Preparation of T4′s and ROE’s
• Cheque Generation
• Government and Union Remittances
• Bank Reconciliation
• General Ledger
• Personal and Corporate Tax Preparation
• General Journal
• Financial Reports – eg, Income Statement, Balance Sheet, Trial Balance, Receivable Reports
• Customized Forms or Spreadsheets
• File Set-up/Organization
• Pick-up and Delivery if required
• Customized Reports
• Record Storage
• Personal Accounts Management
• Personal Income Tax Returns
Business Services
• Spreadsheets, Charts and Graphs
• Custom Forms
• Binding/Laminating
• Business Set-up Assistance
• Word Processing
• Mailing/Faxing
• Mailing Address/Mail Boxes


RSS Boomer & Echo

  • Weekend Reading: Airbnb Resurgence (and IPO) Edition October 24, 2020
    Our kids were off school during Thanksgiving week so we took a much needed mini vacation to Canmore / Banff. There were plenty of deals to be found that week and so we splurged on a penthouse condo with a private hot tub (through Airbnb).  It was so nice to get away from the mundane… […]
  • Addressing Major Gaps In Your Retirement Plan October 15, 2020
    A good majority of my clients reach out to me looking for retirement planning advice. They want to know if they have enough assets to retire comfortably, how much longer they should work, what type of investment strategy makes sense in retirement, when to take CPP and OAS, and how to set up tax efficient… […]