1) Account Payable & Receivable• Collect and entry bills with correct code, date, items, and currency.• Execute the payment with priority consideration and prepare payment request.• Distribute the invoices and confirm receipt from customer.• Verify received payments, enter to QuickBooks and match to the related invoices.• Follow up the overdue billings, keep in touch with customer for collection.2) Payroll• Maintain and update employee information, including SIN, TD1 amounts, benefits, and other relevant details.• Enter timesheets into the QuickBooks payroll module, process paycheques, and remit source deductions.• Monitor payroll schedules and remittance deadlines to ensure timely payments, especially for CPP, EI, and Income Tax, to avoid penalties.• Manage employee benefits, both taxable and non-taxable, such as life and health insurance.• File T4 and Issue ROE.3) Monthly End• Prepared expenses claiming form by Excel.• Prepared the reports including AR aging, AP summary, Sales and Inventory status.• Processed bank reconciliations for all bank accounts.• Prepared HST return.

• Accurately managed financial records for over 20 small business clients, enter and process approximately 300 invoices weekly, ensuring the accuracy of financial data.• Processed monthly bank reconciliations, ensuring accurate cash flow management and resolving discrepancies.• Supported the preparation of comprehensive Financial Reports, providing clients with clear insights into their financial standing and performance.• Prepared and filed GST/HST returns, adhering strictly to regulatory requirements to ensure full tax compliance and minimize audit risks.• Assisted in collecting T1 tax return information for personal income tax clients, ensuring timely and accurate filings.• Developed and implemented a streamlined client on-boarding and training process, significantly improving operational efficiency and increasing client satisfaction by enhancing their understanding of the firm’s processes.

• Maintain accurate financial records and accounts, ensuring proper classification and timely recording of financial transactions in accordance with accounting standards.• Distribute the invoices to customer, follow up the overdue billings and keep in touch with customer for collection.• Perform monthly reconciliation of bank statements.• Prepare and file GST, Corporate Income Tax and Individual Income tax returns.• Manage the month-end and year-end closing processes, ensuring all journal entries are recorded, accounts are reconciled, and financial statements are finalized on time.

Provided analysis and suggestions to client’s tax related questions in daily operation;Assisted in tax dispute resolution, tax administrative litigation and other legal work.

Provided tax legal analysis and suggestions;Assisted in tax dispute resolution, tax administrative litigation and other legal work.Wrote tax related articles published in legal website.

Provided assistance to client’s tax related questions in daily operation; Provided technical analysis and suggestions, guide client through every step of process of tax audits and investigations; Assisted in preparing document, assessing the merits of the arguments and supporting evidence, communication with tax authorities in the process of appeal and litigation.

Land Appreciation Tax Liquidation, Tax Planning, Tax Audit Assitance, Risk Control.

Management of Individiual Tax, Managment of Land Value Added Tax, Tax Analysis, Writing Investigation Report