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Everything you'd want from a full-time on-staff Controller (accountant), 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, benchmarking, training, and more)

  • 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



  • New account set up  

  • QuickBooks trouble-shooting & training

  • Representation with government bodies 

  • Sales tax remittances

  • Inventory

  • Accounts receivable

  • Accounts payable

  • Expense & receipt tracking​

  • Income/revenue tracking

  • Payroll

  • Account reconciliation

  • Financial reporting

  • Year-end preparation for income taxes

  • Support, communication & consultation


  • Collaboration with the organization's key stakeholder(s) regarding goals and strategies to achieve them

  • Project manage implementation of the strategies, monitor the progress, and drive course corrections as required

  • Ideas, best practices and benchmarks

  • Cashflow improvements

  • Process & technology improvements that will free up time

  • Cost-cutting measures

  • And more…


Winnipeg, Manitoba, Canada

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©2019 by Mastery Bookkeeping and Business Consulting Inc.