top of page
YOU CHOOSE YOUR SERVICES - WE'LL DO THE REST. 

New Client Interview Form

Monthly, Quarterly or Annual Bookkeeping Services
  • Bank/Credit Card Reconcile

  • Income Statement, Balance Sheet & Detailed Trial Balance 

  • Job, Project or Client Profit & Loss​​

  • Payroll Registers & Remittances 

  • Filings - GST/PST/WorksafeBC

  • Review & Consultation

Audit & Collection Services
  • Review - Compile Audit Support Documents & Defense

  • Government Agency Debt - Assist Client in Budget/Payment Arrangements

Our New Client Set Up
  • Consultation

  • Review Client Financials - Prior Year(s)

  • Customize Chart of Accounts  

  • Opening Balances

Annual Tax Filings 
  • T4's, T4A's & Summaries

  • T5 Dividend Slips- Corps

  • Work Safe BC Annual Filings 

  • Subcontractors T5018 Slips 

  • Sole Proprietor/Partnership

  • Rental Income Tax Services

  • Corporate Tax Services - T2

  • Financial Statements-NTR

Administrative Services
  • Accounts Payable

  • Client Invoices & Accounts Receivable

  • Job Costing Assistance 

  • Accounting / Tax Pick up Services 

  • Mail Service

Business Advisory
  • Start Up Business Assistance 

  • Budgets and Forecasting 

  • Business Plans 

  • Ongoing Financial Reviews

  • Recommendations for Proven Success

© 2023 by James Consulting. Proudly created with Wix.com

bottom of page