Do you need a Freelance Controller or CFO for your Small Business?
Personalized, Experienced, Trustworthy Advice
Business:
Monthly, quarterly, or annual accounting solutions that suit your needs. For cost-savings, I often recommend synergizing with any taxation (HST) or other filing requirements; we will decide together. Whether you want to use your current software, are looking for suggestions, or don't need an accounting software suite. I will help you choose a seamless, cost-effective direction.
Personal Taxation:
Filing simple tax returns, as well as your sole proprietorship or partnerships on your T1 personal tax returns. Please contact me prior to the end of the calendar taxation year for help! You can save your tax accountant oodles of time by tracking your income and expenses cleanly, before the end of the year.
Before you involve a higher-cost professional such as a Lawyer, Tax Specialist or HR Professional, I can offer direction first. If something is beyond my experience, I can make recommendations and connect you with sound referrals within my network, that suit and are near you.
I am currently the Controller and Administration Manager for a small-medium Manufacturing Company that has been in operation since 1988. I have started multiple small businesses of my own, including a restaurant, commercial property investment company, short-term vacation rental, Shopify storefront (online retail), and this service business. In many cases, startup costs are a constraint. I can offer hourly billing, or a flat-fee engagement quotation that will detail the exact scope of what I can complete for you, to get you and your business off the ground and in the right direction.
Tax authorities always want their cut. Failing to adhere to sales tax or payroll tax requirements is extremely costly. The penalties and interest for non-compliance can sink a small business. I will ensure you are properly managing these reporting requirements and settling the related liabilities in due time.
One of the most boring and time-consuming facets of some business are process or procedural documentation, policies and guidelines, upholding internal audit requirements, or maintaining a system for ISO compliance for an accreditation. I have great news: you can outsource this to me. My experience includes public and private company financial statement audit, private company review engagements, and over a decade of small-scale ISO compliance for small to medium sized business.
I started my career specializing in audit for one of the largest Accounting Firms in the world, within their Real Estate Industry group. If you are expanding your tangible asset portfolio and no longer have the time or desire to manage leases and lease renewals, maintain books and records, issue Common Area Maintenance (CAM) statements to tenants for cost-recoveries as stipulated by lease, call tradespersons to deal with repairs or preventive maintenance, lets talk. If you have excess financial assets but are unsure who to trust to manage your passive investments and I cannot be your investment advisor, I can help you choose the correct financial services company based on your desires and wealth level.