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

  • The Retirement Risk Zone August 6, 2022
    I often recommend deferring CPP until age 70 to secure more lifetime income in retirement. It’s also possible to defer OAS to age 70 for a smaller, but still meaningful, increase in guaranteed income. While the goal is to design a more secure retirement, there can be a psychological hurdle for retirees to overcome. That… […]
  • Should I Move My Investments When They’re Down? August 4, 2022
    Recent stock and bond market turmoil has many investors thinking about making changes to their portfolios.  Indeed, mutual fund investors may be wondering whether it’s the right time to switch from their expensive financial advisor to a low-cost portfolio of index funds using a robo advisor or online brokerage. DIY investors may be pondering changes… […]