David Lewis is committed to providing quality accounting services to meet our customers’ needs. We are prepared to come to your office to meet with you. Here are our main services provided, but do not hesitate to call if you require a service that is not listed as we will do our best to address your requirements. Using the skills of a Chartered Professional Accountant, David is equipped to handle all of your business accounting needs. David will also review with you options to save your business money and help you maximize your bottom line.
Business Accounting Services and Consulting
- Budget consultation and preparation
- Cash flow forecasting
- Activity Based Cost Accounting
- Interim Controller Consulting
- Implementation of accounting systems
Income Tax Services and Preparation
- Personal tax preparation
- Corporate tax preparation
- Not for profit tax preparation
- GST and PST Consulting
- Tax Advice
General Accounting Services
- Bookkeeping
- HST preparation and remittance
- Payroll Preparation
- Month and Year end financial reports
- Financial Statement Analysis
Bookkeeping
We provide services to individuals, small businesses, mid-sized corporations, or self-employed proprietors. Consider using our services to maintain your detailed records required to determine profitability and taxable income. We are prepared to go the extra mile to earn your business and trust. We take pride in attention to detail in all we do, and are ready to put our skills and expertise to work for you.
Bookkeeping services include;
Accounts Receivable reconciliation
Accounts Payable reconciliation
General Ledger maintenance and reconciliation
Bank reconciliation
HST preparation and filing with the CRA
Medium and Small Business Accounting
Armed with an understanding of the complexities involved in running a business we will tailor our services to suit your specific needs. If your requirements are for general bookkeeping or more in-depth financial planning and analysis, we will use our skills and expertise to help you manage your finances. In fact, a key objective is to help save you time and money in the long run.Medium and Small Business
Accounting services include;
Trial balance and monthly internal financial statements
Income statement analysis
Reconciliation and analysis of balance sheet accounts
Year End Financial Statements.
Using the skills of a Chartered Professional Accountant, David is equipped to handle all of your business accounting needs. David will also review alternatives to improve efficiency, lower cost and help you to maximize your bottom line.
Tax Preparation
Our tax preparation service is designed to meet the requirements of individuals, senior citizens, full-time employees, independent consultants, or small business owners. We will provide reliable tax preparation services to meet your needs in a timely manner which complies with CRA requirements. We can prepare your taxes efficiently and e-file them quarterly, monthly or annually to ensure that you don’t incur unnecessary penalties.
Income tax preparation services include;
T1 general returns
T2 corporate returns
Provincial returns
T3010 charity returns
We can e-file individual and corporate returns when you work with us so that you will benefit from our attention to detail and up-to-date knowledge of income tax guidelines. We can review your financial records to ensure deductions or credits are not missed, while taking steps to help you legally minimize your tax burden. We will also ensure that all appropriate tax forms and filings are submitted on a timely manner so that you don’t incur unnecessary penalties.
A budget is a critical tool for successful financial, operational and strategic management of a business. As a Chartered Professional Accountant, David can assist you to create a detailed budget for the next year to aid management in monitoring and evaluating sales targets, margins and general and administrative expenses. The budget exercise provides a valuable tool for management in making informed decisions on business spending over the projected period.
Activity based costing first assigns costs to the activities that are the real cause of the overhead. It then assigns the cost of those activities only to the products that are actually demanding the activities.David will use his experience in cost accounting to work with your team to assign the indirect costs to products. The advantage to this process will identify your most profitable products.