Finance
Bookkeeper
The foundation of our capabilities resides in our unique mastery and management of the day-to-day financial transactions of your business – purchases, sales, receipts, and payments. The effects of these transactions can make or break your business. Bookkeeping services include;
• Categorize bank transactions
• Bank account and Credit Card reconciliations
• Asset and Liability account reconciliations
• Expense Reports
• Trial Balance Review
Part-time Controller
When you need supervision over your business’s financial data, hiring a traditional controller is one option, but isn’t always the best choice. Instead of hiring a traditional controller, causing a full-time obligation, using Jade as your on-call controller provides the best possible meld of results and flexibility in your business. Our Controllers provide;
• Financial Statement Review and Preparation
• Cash Flow Monitoring and Reporting
• Management Reporting
• Liaise with bank and legal professionals as required
• Monthly Management Meeting to review financial statements, cash flow, business growth plans
• HST Return Preparation
• HST & Corporate Tax Installments
Part-time CFO
Our CFO services option provides high-level guidance on business planning, financial forecasting, budgeting and cash flow monitoring and a keen eye to help avoid potential problems down the road. We work at the top of our game, let us work hard to keep you on top of your game by assisting with;
• Budget Preparation & Monitoring
• Business Strategy
• Business Plans
• Management Advise
• Definition of long-term plans and goals
Human Resources Administration
Payroll System Set-Up | Payroll Processing | Employee Benefits Processing
Payroll System Setup
• Manual to system conversions onto;
• ADP – COS or TeamPay
• Quickbooks Payroll
• Wave Payroll
• SimplyPay
• Wagepoint
Payroll Processing
• Prepare custom new employee onboarding templates
• Process weekly, bi-weekly, semi-monthly or monthly payroll including Overtime, Expenses, Commission, Bonuses, etc.
• Employee terminations, issue Record of Employment
• Reconcile payroll tax remittances to CRA records
• EHT
• WSIB
• Union
• Year-End tax filings and reporting
Employee Benefits
• Introductions to some of our trusted partners in the employee benefits field
• Assistance in determining the most appropriate plan for your firm
• Monthly administration, invoice review, onboarding/terminating employees
• Assistance with annual renewal
