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Financial Services
  Office software
Tax Services
  Income taxes
  Goods and services tax
  Harmonized sales tax
  Provincial sales taxes
  Canadian tax system

Last updated: November 7, 2019.

Presentations and Seminars

PowerPoint presentationWe can provide you, your staff, trade association, or professional colleagues  with training and informational presentations, seminars, or workshops.  We will customize the course based on the content you provide us, or create it in connection with one of our specialties:
  • Taxes, accounting, and bookkeeping
  • Microsoft Word, Excel, Outlook, PowerPoint
  • Internet, E-mail, and the Web
  • ZOOM for online webinars and meetings, and
  • Spam, viruses, and firewalls




MS PowerPoint and Zoom

Powerpoint has been around for many years and we can assist you on how to use it. We also use ZOOM for online meetings, webinars and  presentations. When using ZOOM for meetings or webinars, you can record them, share screens, see and hear your participants, text each other, play videos, and share files. Moreover, using the two programs together provides a powerful tool for business, teaching, and social communications.

Microsoft Office Software

For routine office work, we support Microsoft's Office Suite programs. While otherprograms may be as good or better, we support the MS Office programs for the following reasons:

  • they are the most widely used in Canada and the U.S.

  • they integrate with each other, and

  • integration adds greater productivity to a small or medium size business


Accounting Software

man typing on keyboardMany accounting programs are available for Canadian small and mid-size businesses. We specialize with the following:

  • QuickBooks Desktop by Intuit, and

  • QuickBooks Online by Intuit



I am a QuickBooks ProAdvisor and most of my my clients use QuickBooks Desktop or QuickBooks Online. Both programs handle the accounting needs for most small to mid-size businesses, corporations, estates, trusts, and not-for-profit organizations. QuickBooks also offers an integrated Canadian Payroll program that is optional for an additional fee. However, some QuickBooks users may opt for a standalone payroll program or service and import the totals into QuickBooks.


U.S. accounting programs are designed for U.S. markets and may not be able to handle our Goods and Services Tax , nor our payrolls. So ensure that the accounting program you buy can handle your Canadian accounting and tax needs.


If you would like to consult with us further, please contact us .