bookkeeping and tax filing
Laurie Whelan Inc.
Working with small businesses and individuals to keep organized financial records and provide compliant reporting - year-roundBased in Ontario, Canada
🔢 FULL-CYCLE BOOKKEEPING 🔢Accurate, stress-free bookkeeping so you always know where your business stands
🗃️TAX FILING🗃️T1 Personal & T2 Corporate business tax returns, done right and on time. HST and Payroll services offered on an on-going basis
📚CATCH-UP SERVICES📚Have you fallen behind on your filing requirements with the CRA? With me, we can get you up-to-date, quickly and without absolutely any judgement
nice to meet you
I'm Laurie 👋
Hi!I'm a professional bookkeeper and tax preparer with over 10 years experience helping individuals, freelancers, and small business owners in a wide variety of industries take control of their financial reporting obligations. I'm based in the GTA and love meeting my clients face-to-face, but can offer remote solutions for businesses anywhere in Ontario.I specialize in full-cycle bookkeeping, tax preparation and filing, and CRA compliance for HST, payroll and corporate tax accounts. Whether you're launching a new business, catching up on overdue filings, or staying on top of your on-going obligations, I'll meet you where you are - and help you get where you need to be.My background is in science and research, and I studied accounting at the University of Toronto after completing my undergraduate studies at Ryerson. I am very comfortable compiling, analyzing and presenting data for a range of reporting needs - not just to the CRA, but any regulatory or overseeing body.When I'm not crunching numbers, you can find me working on my nutrition and fitness goals 🥗 🏋🏽, hanging out with my Boston Terrier, Gomez 🐶, or fine-tuning my golf swing ⛳️🏌🏽.
Services tailored to meet your needs
How Can I Help?
BOOKEEPING
- Full cycle, on a monthly, quarterly, or annual basis
- Account reconciliations
- General ledger maintenance
- Custom reporting
- Accounting software setup, clean-up and supportTAX PREPARATIONS & FILING
- Personal income tax (T1) returns
- Sole proprietor & small business filings
- Corporate (T2) tax returns
- Back-year corrections
- Basic tax planning to help maximize deductionsCRA COMPLIANCE & GOVERNMENT FILINGS
- GST/HST registration and remittance
- Payroll source deductions and remittances
- WSIB/EHT filings
- T4, T5, and ROEs
- Correspondence with the CRA on your behalf
- Account setup for first time filingsCATCH-UP & CLEAN-UP SERVICES
- Organizing records for late or first-time filers
- Rectifying past bookkeeping errors/rebuilding booksCUSTOM REPORTS & ANALYSIS
- reports for loans, grant applications or internal use
- forecasting and budgeting
- custom spreadsheet solutions
stay calm - help is a call away
Not sure where to start?
I offer free consultations to discuss your concerns, review your current situation and recommend the best next steps for you.
OR
REQUEST A CONSULTATION