Serving the GTA and Southern York Region 416-768-8111

Services

Bookkeeping | Accounting | Wise Wizardly Advice

The nitty-gritty details of what I do

I'm the CPA who loves to do bookkeeping.

I’m Lawrence Fox of AccountingWizard Solutions. I love bringing order out of chaos. I love working with entrepreneurs. I love helping you with your business with bookkeeping, accounting, and advice and insights into your business.

7 Basic Questions & Answers ...

During our Deep Dive Meeting, we’ll examine your business, review your processes and procedures and your needs for my time. Then we’ll work out an appropriate schedule—which may be weekly, twice a month, monthly or quarterly.

I prefer to work at your location—that’s where all the paperwork is! If you prefer to “stay in the shoebox”, we’ll arrange for pick up and delivery,  and I’ll clean the box for you.

Or, we can work together at a site that’s convenient to us both.

My clients are throughout the Greater Toronto Area (GTA), Vaughan, Thornhill, Richmond Hill, Markham and Mississauga (along the Hwy 27 corridor and near the airport). Not there? Let’s talk.

Sometimes a quick fix or problem can be resolved by me logging on to your computer from mine.

I can provide the full cycle of bookkeeping services, or only what you require. Some of clients leave it all up to me, and others need or want to handle their own invoicing and bill paying—and I handle the bank reconciliation and year-end papers.

I can prepare financial statements for your review, customized for your business, that focus on your key success factors.

I have experience and a library of tools, templates and software that I can use or adapt to your business. I’m always on the lookout for new and more efficient ways to service my clients!

I don’t prepare income tax returns (personal or corporate). Let me repeat that: I AM a CPA but I don’t prepare income tax returns!  I will happily collaborate with your your tax professional and prepare the year end file.

(I don’t even do my own taxes—I turn to the professionals at Eigenmacht Crackower.)

To prepare taxes well takes specialized knowledge, experience, and a special mind-set—and I’ve got none of those (and never had the desire to acquire them). I appreciate them, and work with professionals who excel in them. Bookkeeping, accounting and wise wizardly advice are what I do—my sweet spot—and I’m happy to own that spot and use those skills to help you.

Services include ...

Bookkeeping

  • Invoicing
  • Tracking payments received from customers
  • Printing cheques to employees and suppliers
  • Reconciling bank, petty cash & credit card statements
  • Calculating and sending government remittances (HST, EHT, Payroll, Corporate tax installments, WSIB)
  • Preparing and reconciling T4s and year-end T4 Summary
  • Entering year-adjustments from your accountant
  • Creation of templates in Excel

Accounting

  • Producing in-house financial statements, customized for you
  • Creating standard and custom analytical reports
  • Job Costing, Sales Analysis and Profitability by Client
  • Regular reviews of your financial position
  • Preparing Year-end Working Papers
  • Discussing the year-end working papers with your accountant
  • Cash flow templates & monitoring

Wise, Wizardly Advice

  • Planning & Budgeting
  • Consulting
  • Reviewing your operations and suggesting changes
  • Selecting & setting up of accounting systems (I specialize in Quickbooks)
  • On-site, personalized training for you on Quickbooks

Need any of the above?

Some of our Awesome Clients ...

(who are no longer stressed about their bookkeeping!)

Cormorant/Dancing Cat Books Logo

Cormorant & Dancing Cat Books

Canadian Publishers of award-winning literary and YA fiction

All Star Game Rentals Logo

All Star Game Rentals

Specializing in hockey theme party rentals

DJ Floh Back Productions Logo

DJ Floh Back Productions

Toronto's Top Event DJs

WizHat Logo for Customer Listing

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Want to join the list?
Contact me today

I'm the guy you call when you absolutely, positively hate doing the books.

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"Getting to Know You" Consultation

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"Getting to know you, getting to know all about you...my cup of tea"

We hop on the telephone for a 45-minute, complimentary, no-obligation “Getting to Know You” consultation. I’ll ask you a whole bunch of questions to evaluate where you are now, where you want to go, and what you expect to get out of us working together. And yes, you’ll also have time to ask me questions.

If we do decide that we’re a good fit, we’ll schedule the next step. If we’re not a good fit (now) that’s OK. (It happens—better to figure that out now!)