Experienced in onboarding new clients and setting up accounting software based on the nature of their business. Skilled in setting up charts of accounts, mapping taxes, bookkeeping, preparing tax returns, and providing client support through review meetings and problem resolution. Proficient in tax return preparation and reconciliation with CRA documents and penalties.
Article Assistant
Onboarding new clients and setting up their respective accounting software.
Setting up charts of accounts and mapping taxes after understanding the client's business.
Regular bookkeeping and ensuring timely submission to the manager.
Review of bookkeeping tasks performed by junior staff.
Making year-end journal entries to finalize books for tax return filing.
Investment bookkeeping for both CAD and US investment.
Matching invoices/bills and payments in accounting software.
Reconciliation of bank and credit card transactions on a regular basis.
Review of general ledgers before engagement activities.
Worked on compilation engagement.
Preparation of corporate and individual tax returns, including T2, T1, T5, and T4.
Resolving account staff queries.
Regular meetings with clients to present financials and address queries.
Reconciliation of T4 & T5 as part of the compilation engagement.
Preparation of GST returns (monthly/quarterly/yearly).
Reconciliation of income tax and GST liability with CRA documents.
Regular proactive approach to tasks and cleanup of new clients' books.
