We provide accounting, tax and financial consulting services to small businesses, self employed workers, startups, independent contractors and consultants.  Our clients are mostly located in Montreal including Westmount, NDG, Plateau, St-Laurent and the West Island.

ACCOUNTING SERVICES

  • Review and organization of accounting data

  • Preparation of financial statements

  • Review of internal controls and implementation of accounting policies

  • Month end reporting

  • Reconciliation of accounting data

  • Setup, organizations and upgrade of accounting system including Quickbooks, Xero, Wave and most small business accounting software

  • Training on existing or new accounting software

SMALL BUSINESS TAX SERVICES

  • Corporate tax returns

  • Personal tax returns

  • GST/HST &QST returns

  • Payroll tax returns including periodic DAS and year end T4 and RL1 Slips and Summaries

  • Dividend Declarations including T5 and RL3 slips and summaries

QUICKBOOKS ACCOUNTING SERVICES

As a certfified Quickbooks accountant in Montreal we provide the following services:

  • Set up of Quickbooks file to fit the needs of your business and industry

  • Organization of existing Quickbooks setup (reorganizing, problem solving and implementation of improved processes)

  • Transfer of files from Quickbooks online to Quickbooks Desktop and vice versa.

  • Help with integration of ecommerce reports including Amazon.

  • Set up of periodic processes to ensure that Quickbooks runs as smoothly as possible

  • Ongoing review and support

FINANCIAL CONSULTING SERVICES

  • Review of accounting system and processes

  • Review of internal controls

  • Strategic financial planning

  • Comprehensive and targeted financial analysis

  • Preparation of customized schedules to track key metrics

  • Budgets and forecasts

  • Specific purpose financial reporting

  • Cash flow projections

INCORPORATION AND BUSINESS REGISTRATION SERVICES

Please email us at contact@montrealfinancial.ca for further information.