Bookkeeping & Tax preparation including HST and Corporate taxesTo onboard new corporate clients who have have signed in to our companyTo take kick-off meeting with new clients to discuss companies policies, processes, introduction of team who will be responsible to do taxes and bookkeeping through virtual meetingTo train and setup the client on Xero, Hubdoc, Dext, QuickBooks, Square, Expensify, Paypal, and other softwares which helps them to understand the procedures involves in bookkeeping and taxes through virtual meetingsTo do Corporate, Personal taxes and Bookkeeping initially and handed over to the accountants to streamline the processTo supervise all types of tax and accounting engagement and make sure that work in progress is running smoothTo invoice the client whose work is done and instruct team to minimize Accounts receivable through actively calls & emailsTo invoice clients based on the quote and provide quote based on the extra work if anyTo pull the payments from different software including Ignition.To register the client in for Canada Revenue Agency with GST/HST, Payroll, Business Numbers and other accountsTo take virtual meetings to train clients for creating CRA accountsReporting directly to CEO of the company for new clients, active clientsTo assign tasks to the accountants and make sure that they will do it within deadlineTo keep an eye of all corporate & personal taxes deadlines and prepare reports including W-I-P and completed workTo incorporate new companies, filing of annual return, preparing minute books, shareholders agreements and other tasks as per client's demandTo manage all accountants including Lahore team and Canada team through CCH IFirm. Coordinate with offshore team to check all things are running smoothTo file corporate, personal taxes before deadlineTo prepare, corporate taxes, personal taxes and to do bookkeeping of clients

Prepare and review accurate and timely financial statements, including balance sheets, income statements, and cash flow statements. Ensure compliance with GAAP (Generally Accepted Accounting Principles) and other regulatory requirements.Prepare and File VAT returnsPerform detailed account reconciliations, including bank reconciliations and reconciliation of general ledger accounts. Investigate and resolve discrepancies.Manage and oversee the month-end and year-end close processes. Ensure all financial transactions are recorded accurately and in accordance with accounting policies.Coordinate and support internal and external audits. Prepare audit schedules, provide documentation, and address auditor inquiries.Assist in the preparation of budgets and financial forecasts. Analyze variances between actual and budgeted figures and provide insights to management.Ensure adherence to company policies, internal controls, and regulatory requirements. Identify and recommend improvements to accounting processes and controls.Conduct financial analysis and provide insights to support decision-making. Prepare reports and presentations for management.Mentor and supervise junior accountants and accounting staff. Provide training and support to ensure the accuracy and efficiency of the accounting function.Assist with the preparation of tax returns and ensure timely filing. Ensure compliance with federal, state, and local tax regulations.

Assisting in the preparation of budgetsManaging records and receiptsReconciling daily, monthly and yearly transactions (BRS)Preparing balance sheetsProcessing invoicesDeveloping an in-depth knowledge of organizational products and processProviding customer service to clientsResolve financial disputes raised by the customer service and sales teamsBeing a key point of contact for other departments on financial and accounting mattersSupporting the Finance Manager and executives with projects and tasks when required

Account Receivables ManagementOld Account Receivables RecoveryCredentialingManagement ReportsFee Schedule Review and AnalysisPosting of Insurance and Patient PaymentsExtensive Insurance Follow UpPatient Statement Processing and MailingDenial Review and ManagementAppeal of all Denied or Low Paid ClaimsAuthorization Request and TrackingIncoming Patient CallsSecondary Insurance BillingElectronic and Paper Claims SubmissionAssistance with Provider EnrollmentEligibility and Benefit VerificationCharge Entry – All Specialties

Prepares asset, liability, and capital account entries by compiling and analyzing account information.Documents financial transactions by entering account information.Recommends financial actions by analyzing accounting options.Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.Substantiates financial transactions by auditing documents.Maintains accounting controls by preparing and recommending policies and procedures.Guides accounting clerical staff by coordinating activities and answering questions.Reconciles financial discrepancies by collecting and analyzing account information.Secures financial information by completing data base backups

Attracts potential customers by answering product and service questions; suggesting information about other products and services.Opens customer accounts by recording account information.Maintains customer records by updating account information.Resolves product or service problems by clarifying the customer's complaintDetermining the cause of the problemselecting and explaining the best solution to solve the problemExpediting correction or adjustmentFollowing up to ensure resolution.