AccountingWizard Name and logo

What can we do for you?
We will meet with you and examine your business, review your processes and procedures and your needs for our time. Then we’ll work out with you an appropriate schedule—which may be weekly, twice a month, monthly or even quarterly.

We prefer to work at your location—since that’s where all the paperwork is—but if you prefer to “stay in the shoebox”, we’ll happily pick it up and clean the box for you.

We don’t prepare income tax returns (personal or corporate) but we can prepare the file for your income tax preparer.

We can prepare financial statements for your review, customized for your business, that focus on your key success factors.

We have experience and a library of tools, templates and software that we can use or adapt to your business.

AccountingWizard Solutions is liberating entrepreneurs today from paperwork in Vaughan, Thornhill, Richmond Hill, Markham and the Greater Toronto Area.

 

Our Services

Bookkeeping & Accounting Bookkeeping
  • Customer invoicing
  • Track payments received from customers
  • Track outstanding receivables (collection reports)
  • Sales analysis
  • Print cheques to employees & suppliers
  • Bank reconciliations
  • Government remittances (payroll, PST, GST, EHT, WCB, income tax)
  • Year-end adjusting journal entries in consultation with your accountant

Payroll
  • Write cheques
  • Maintain employee lists
  • Monthly remittances to CRA
  • Year-end reconciliation
  • T4s (etc) and year-end summary reports

Financial Statements

  • For in-house use
  • Customized for your use
  • Focus on your key success factors

Taxation
  • Preparation of a year-end file for your tax-preparer
  • Discussion with your accountant regarding the file

Management
  • Budgets
  • Analysis of results
  • Creation of templates in Word, WordPerfect or Excel

Systems
  • Review of current software and installation (if any)
  • Selection and setup of new accounting system (we specialize in Quickbooks)
  • Selection and training in other productivity-enhancing packages
  • Creation of templates in Word, WordPerfect or Excel

Training
  • On-site, personalized and customized training for YOUR business for you and your staff in Quickbooks or other software

 

 

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