Ryan Elliott Email & Phone Number

Brampton, Ontario Canada

Individual Income Tax (T1 Returns)If you're behind on your personal taxes, or just need to file your taxes, we put your best interests first to ensure that we maximize your refunds for each tax year you have outstanding. If you sold a rental property this year, run a sole-proprietorship or partnership business we help ensure that your best interests are considered. We consider the full scope of your business finances and apply experienced tax planning to lower your tax balances.Sales Tax Returns (GST/HST), Bookkeeping & Payroll ServicesWe offer regular bookkeeping, so that you can report your GST/HST to the CRA and stay in conformance with regular filing requirements. Bookkeeping is available to you through QuickBooks. You will be able to access your secure company file online with your electronic device at your leisure. You can analyze customer information or supplier information, track revenues or costs, send invoices, and customers can pay their invoices digitally by visa debit or credit card to your business bank account.Our regular payroll services can help you stay compliant with the CRA and your employees. We help you report Payroll Liabilities each period to the CRA as well as WSIB. Employees are issued direct deposit and paystubs accurately. Incorporations & Corporate Income Tax (T2 Returns)If you are running a sole-proprietorship and are constantly paying loads in taxes each year, it may be time to incorporate a name or numbered company. The benefit of a corporation over a sole-proprietorship is the tax savings you will have that you can use to reinvest back into your business.​If you have a corporation, we ask all the right questions to be able to uncover all the deductions available to you, so that you maximize your write-offs and minimize your tax costs. We also have tools to help you if you are using your personal bank account for business expenses and vice versa.

Oakville, Ontario, Canada

Conduct opening meetings with clients to gather information to prepare their personal taxes. Contacted clients to request additional information to assist them to maximize their refund or lower their tax payable. Review taxes with client in closing meeting and answered any final questions before sending taxes to the CRA.Produce financial statements for corporate clients using bank statements in QuickBooks Desktop and QuickBooks Online. Reconcile bank and/or credit cards to ensure no duplicate entries. Go through the General Ledger to make sure that everything is categorized properly. Ensure that all GST/HST is captured. Perform adjusting entries. Then transfer file to the corporate tax return.Pull report for outstanding GST/HST clients each month and prepare the bookkeeping for each client on the list. Request information from each client including e-transfer details, statements, as well as conduct meetings with clients to discuss unknown cheques and transactions. Calculate GST/HST for the month and request confirmation to file the GST/HST from the client.Speaks to the Canada Revenue Agency on the behalf of the clients of the firm with the client’s best interest in mind to discuss pending processing reviews, audits, and reassessment case letters. Provides the CRA with any documents necessary to substantiate the client’s position.Manage a team in India to complete bookkeeping tasks according to the firm’s policies. Delegate bookkeeping tasks and data entry tasks to this team. Review their work to ensure that they are correctly entering information.Assist the Valenta A.I. Team with VDBs to make QuickBooks Online more efficient.

Toronto, Ontario Canada

Processed multi-client and/ or multi-matter billing requests to the requirement of the partner by editing time or description of work performed, transferred time from one matter to the another, wrote-off fees or disbursement costs, applied discounts, applied trust transfers, amended word documents and split time entries to divide among several matters. This allowed monthly billing targets to be achieved in my portfolio.Worked overtime when necessary to complete bill processing goals and collection reporting deadlines. Generated reports in Excel to identify WIP pending at the end of the month and provided the report to the legal assistant. This ensured that WIP in my portfolio was $0.00 by month end and billing targets and collection goals were met. Uploaded bills to eBillingHub and monitored its status through the approval and payment process for any rejections. Resolved rejection issues within 2 business days by working with the billing lawyer, legal assistant or client to ensure that invoices get accepted and paid within the terms of their contract. Managed the collection of outstanding invoices by emailing clients their invoices and statement of account biweekly. Phoned clients who did not reply to emails. Informed the lawyer of clients who cannot be reached. Drafted payment plan options for clients who experienced issues with receiving investments from shareholders to pay their bills. Performed additional routine responsibilities such as cleared billing links from the server, responded to all billing group emails, approved all billing request forms submitted to the billing department before they are processed, filed and put away all invoices generated by the billing department for the month, and answered phone calls to the billing department.

Brampton, Ontario Canada

Prepared technically detailed purchase orders in the Sage ERP accounting program for premium high voltage machinery to be built to job specifications, edited PO requests that did not meet the standard of the professional engineer, verified that the correct job was indicated by the PO issuer by checking the master file to ensure that cost application was accurate, and transferred costs out of the incorrect job and placed it to the correct job.Processed 300+ invoices per month and reconciled 15 credit cards per month on a timely and accurate basis by working when necessary. My work ethic ensured that monthly reporting to the bank was accurate, HST remittances each month were accurate, and there were no late payment fees. Provided processed invoices to the project manager in charge of the respective job to ensure satisfaction with the purchase. The project manager signed off on the invoice to authorize it to be paid. Prepared a cheque run report, indicated key invoices due for payment every 15th and 30th, cheques were printed, the CEO's signature were received and cheques were mailed.

Mississauga, Ontario Canada

Responded to phone calls, emails, and faxes from customers, sales representatives or the senior team by generating sales orders in our Navision ERP system for national retail accounts in order to replenish their inventory, pre-book for the next season’s merchandise, or their special events like marathons and back to school programs where delivery time and accuracy of their order is key to their business and their end consumer.Worked closely with the accounting department to provide documentation necessary for analysis of pricing disputes, provides total order dollars for customers on COD terms, sends requests to update customer account details, and requests credit checks for customers requiring immediate delivery. Interacted with a team of 12 sales representatives to maintain a high level of customer satisfaction for accounts in their territory by handling requests for return authorizations, providing available to sell reports using the web based Dashboard program, determining suitable substitutes for out-of-stock merchandise, and keeps customers up to date on their backordered merchandise.Worked closely with the warehouse team to ensure that customers receive their product on time, ensure that the cheapest freight carrier is used to keep the customer’s product costs low, provide information necessary to investigate short-shipments, and provides estimated shipping costs based on package weight and customer postal codes.

Brampton, Ontario Canada

Ensured that the automotive department was clear of hazards and merchandise was stocked by product code. Assisted with the zoning of surrounding departments, retrieved return buggies from the front of the store and restocked the shelves. Assisted customers find the right car battery, oil filter, air filter, engine oil, wiper blades and radiator fluid for their car. Created work orders for customers requiring vehicle maintenance. Provided customers with information on the best tire for their needs. Managed break times for the mechanics, ensured that proper procedures for the garage were being followed and responded to customer complaints. Restocked and assisted with the inventory count of tires. Responded to the request of the on duty manager to provide cash register support and balanced the registers in several departments including the garden centre, the front end and the automotive department.Supported the shipping and receiving department by unloading merchandise from trucks, packing the merchandise by department on skids, and using a pump truck to bring the merchandise to the correct department.

Brampton, Ontario Canada

*Worked at AutoHire Rent-A-Car on a full-time basis while completing the Business Administration – Accounting, Diploma from Humber College on part-time basis*Applied fundamental GAAP to their business processes that enabled the owners to view reliable financial statements for the first time that was on an accrual basis and not on a cash basis. Processed bills immediately to ensure that the balance sheet and the income statement reflected up-to-date information for the CEOs to make informed investment decisions in the company. Processed bills for vehicles purchased with the intent for immediate resale where the client either paid the balance upfront or required financing. Drafted a formal sale contract, created payment schedules and collected 1 year worth of cheques for financing clients. Reconciled the company bank account, management credit cards and remitted sales tax to the CRA on a timely and accurate basis each period.Prepared accrual and adjusting journal entries, backed up accounting file each day, maintained a petty cash fund of $1,000 and maintained shareholder repayment schedules. This allowed the owners to pay their shareholders on an accurate and timely basis.

Mississauga, Ontario Canada

*Worked at Accounting Tools & Solutions Inc. on a full-time basis while completing the Business Administration – Accounting, Diploma from Humber College on a part-time basis*Built and maintained a strong relationship with CEOs of small to mid-sized clients, travelled to the client’s place of business to retrieve bank statements and credit card statements for processing. Prepared bookkeeping for small and mid-sized companies such as invoicing, bank and credit card reconciliations, payroll, sales tax remittance, payroll tax remittance, WSIB remittance, journal entries and accrual entries using accounting programs such as ACCPAC, Simply Accounting and QuickBooks.Processed personal tax returns with minimal supervision and completed corporate tax returns for small and mid-sized corporations with minimal supervision using the Profile tax software. Completed several projects as assigned by the Certified General Accountant, such as cost budgeting, variance analysis, job costing and product costing.

Education record

Certified Public Accountant (CPA) A trusted accounting professional who has gone through a rigorous exam process. CPAs understand.

Business Management (Bcomm), Accounting

Activities and Societies: Ryerson University Accounting Society (RUAS)The Business Management Program - Accounting In the Business.

Business Administration (Diploma), Accounting

The Business Administration Program – Accounting Graduates are able to apply computer skills, communication skills and mathematical skills.