Financial records are at the heart of any business or organization and should provide the means to evaluate the success of your operation. While our bookkeeping services can maintain your accounting records throughout the year, the quarterly or final financial statement report is the product of all your recorded transactions and gives a true financial "snapshot" for the period.

Financial Statement Preparation

Preparing the financial statements for your business or organization in a professional and easily readable format is important for several reasons. Beyond the need to organize your financial data for tax filings, lenders and other users,  it is important that owners/managers be able to better understand the underlying trends. We will take the time to discuss the financial results and offer a new perspective to help you guide the process of making better decisions for the business or organization.

Technology Solutions

Technology is changing how we do accounting, and it is certainly for the better! We are avidly engaged with learning about new accounting technologies as they arise and would love to share our knowledge and expertise to get you ahead of the curve.

  • Software Support & Training: We can assist you with setting up or troubleshooting your accounting software issues to ensure smooth sailing.
  • Online Accounting: We can help facilitate the transition to various online accounting solutions such as Freshbooks, Xero and ReceiptBank to better sync your processes and provide easier online access to your accounting records and reports.

Please contact us for further information!


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Client Testimonials:

“We switched to Daniel last year after a terrible experience with a different accountant. Daniel has been wonderful to work with - very responsive, answers our many questions with patience and expertise, and gets everything done on time. I would recommend Daniel, without hesitation, to anyone that is looking for a knowledgeable and dependable accountant.”

-Diane P.

"Daniel has been absolutely incredible taking care of my tax needs every step of the way. His care and attention to detail are unlike anything I’ve experienced before. I can not say enough good things about my experience working with him. He truly went above and beyond what I ever expected. Highly recommend!"

-Chris S.

“Daniel is absolutely willing to go above and beyond for you. He's detail oriented, thorough, compassionate and genuine with the services he offers. I literally could not imagine a more positive experience than I've had with Daniel as my accountant. I assure you, you won't be disappointed.”

-Ken S.

"Daniel was able to quickly sort through the tangle of documents from various sources and pinpointed the source of the problem within minutes. With his keen eye for all of the fine details in this complicated scenario, he reached out to all of the parties involved, and settled the manner of our missing rebate, quickly and in an amicable fashion."

-Eric M.

"Daniel helped me with both personal and small business tax returns for the last couple of years. He is professional and methodical in his communication to the client and his work. What I most liked about him, is that he is not only using the latest technologies for his work (email, online drives), but also understands the various income streams that one might have."

-Oliver V.

"Daniel has been extremely helpful for me in setting up my own business. His guidance has been exceptional and he is always very fast to get back to me. Daniel comes very prepared for meetings and calls and he makes a huge effort to understand my situation and he explains everything in a clear and understandable way."

-Philip O.

"Daniel understood my concerns, gave me feedback, explained the steps I have to follow. Daniel is an excellent listener and very prompt with the email correspondence. Needless to say that my taxes were handled in the best possible manner and I couldn't have been happier with his work."

-Corina C.

“Daniel has provided us with excellent advice from day one of launching our business. He takes the time to understand our objectives and provides constructive feedback for current and future consideration. I would highly recommend him to others requiring sound, professional advice.” 

-Elie A.

"Usually, when you search for accounting services you want someone who is technically very competent, up-to-date, fast,  professional organized and responsive.  My experience with Daniel has included all of the above and more. In addition to the above competencies, he displays strong interpersonal skills, including a listening to understand and empathy. "

-Roger B.

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