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Accounting and Taxation


Accounting and Taxation


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SERVICES

Business

Business

Business

I help businesses with accounting and taxation.  I'm your personal financial consultant and I help you understand your results so you know what it takes to be successful

Personal

Business

Business

I'll help you plan for a financially secure future... I'll take care of your accounting and taxation.  I'm here to make your life easier

bUSINESS

I HELP BUSINESSES WITH THEIR NUMBERS

If you want a successful business you have to know the FACTS.  


Where is your business now?  - who do you employ, who are your customers, what contracts do you have, who is your target market.... and of course WHAT ARE YOUR NUMBERS.  That's where I come in.


I'll take care of annual filings and any bookkeeping needs you have but I will also help you understand what your results mean and how to grow to achieve your desired success!


As a Financial Consultant, I help you GET the FACTS!  Where are you now?  What outcome do you want to achieve?  What are the ACTIONABLE items to get there?


Here's what I can do!  My services...


          Accounting and taxation services

  • preparation of analysis of annual Notice to Reader financial statements  
  • preparation of annual corporate tax returns
  • directly laisse with your accountant or auditor so you don't have to 
  • preparation and submission of HST reporting and correspondence with CRA
  • preparation and submission of payroll remittances, as well as T4 submission


          Bookkeeping services

  • remote accounting services, including regular bookkeeping and reconciliations
  • accounting ledger reconstructions and rebuilds 
  • organization and reconciliation of accounting records


          Advisory services

  • assist with the presentation and interpretation of financial data 
  • review and analyze financial statements and activities
  • prepare and assist with legal and statutory requirements
  • assist and correspond with CRA on tax matters and audits
  • operation and process reviews assisting with compliance and optimization to achieve better results for your business

PERSONAL

GET ORGANIZED and PLAN FOR A SECURE FUTURE

RRSPs, CPP, Pension plans, Tax free savings accounts... what's best for your future?  Let's look at your numbers and make a plan to ensure you are financially secure for your future!  


I can...


  • prepare and submit your personal taxes (from basic to advanced)
  • prepare your financial results for your personal business or rental property
  • account for your personal investment activity
  • help you determine ways to maximize your RRSP, RRIF and your TFSA
  • determine optimal tax strategies when removing income from your business
  • assist with obtaining loans and financing; and coordinate with the investment advisor on your behalf
  • assist and correspond with CRA on tax matters and audits

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Roetsch Financial Consulting

(365) 228-9342

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