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