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  • New account set up  

  • QuickBooks trouble-shooting & training

  • Representation with government bodies 

  • Sales tax remittances

  • Inventory tracking

  • Accounts receivable

  • Accounts payable

  • Expense & receipt tracking​

  • Income/revenue tracking

  • Payroll

  • Account reconcilation

  • Financial reporting

  • Year-end preparation for income taxes

  • Support, communication & consultation


Possible Topics / Items Include

  • Business growth (including sales & marketing initiatives)

  • Margin growth

  • Cashflow improvements

  • Discussing ideas, best practices and benchmarks

  • Process improvements that will free up time

  • Possible cost-cutting measures

  • Planning, budgeting and forecasting

  • Preparing pro-forma financial statements & if-then scenarios to analyze the potential outcomes of prospective initiatives

  • General brainstorming

  • And more…


Everything you'd want from a full-time on-staff Controller, but on a part-time, on-call basis (i.e. without the full-time cost commitment)

  • Strategic direction, management & oversight of all your record keeping & accounting procedures

  • Drive process improvements (with technology, best practices and benchmarking)

  • Provide financial reports & customized managerial reports (including key performance indicators)

  • Analyze, interpret and review reports with ownership & management (and provide metrics-driven consulting)

  • Coordinate & communicate with other 3rd parties for tax planning, budgeting, forecasting, financial modelling, etc. (e.g. tax accountants, auditors, lawyers, commercial real estate agents)

  • Maintain compliance with regulatory bodies & develop internal company controls to prevent fraud


Winnipeg, Manitoba, Canada

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