Services

Please see below for the services I offer

Financial Operations and Bookkeeping

 

  • Manage accounts payable and receivable

  • Track invoices and reconcile accounts

  • Maintain organized financial records


 

Payroll Support and Employee Support

 

  • Process payroll and employee reimbursements

  • Prepare T4s and workers’ compensation documents

  • Support day-to-day payroll operations

 

Financial Planning Support

 

  • Assist with organizing client financial documents

  • Support retirement plan prep and reporting

  • Track cash flow and create organized reports

  • Take meeting notes and manage client communications