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.