We ‘Excel’ across a range of services

Speak with us to discuss your needs

What We Do

We specialize in a comprehensive suite of financial management, custom, and compliance reporting services tailored to meet the needs of your business. Our expertise spans from basic bookkeeping through productivity and cost management to intricate tax strategies, ensuring your financial operations are both efficient and compliant.

Bookkeeping

Central to our offerings is our bookkeeping service, where we meticulously sort, record, and track all financial transactions for your business. This includes the preparation of a standard Trial Balance Report, ensuring accurate and timely management of your financial data.


Accounting

We offer a dedicated accounting service, focusing on compiling your business's transactions and preparing financial reports in full compliance with the Canadian Standard on Related Services (CSRS) 4200. Our accounting service is designed to deliver precise and timely financial reports, essential for both management and stakeholders.


Compliance Reporting

Specializing in compliance reporting, our service covers the preparation and submission of all regulated reports required by stakeholders. This includes but is not limited to, GST/HST, WSIB, Payroll Source Deductions, and T4 Employment, T5018 Contractor and EHT reports, ensuring your business remains compliant, reducing financial liability exposure.


Taxation

T1 Personal Tax including Sole Proprietorships, Partnerships and Rental Property reporting or T2 Corporate Tax Reporting, our services are tailored to examine personal and business financial transactions for optimal tax planning and preparation. We focus on regulatory compliance, minimizing income taxes payable, and providing strategic tax planning advice.


Virtual Controllership

Offering a virtual controllership service, we utilize advanced remote technologies to support your internal financial management needs. This service provides financial analysis, internal reporting, budgeting, and forecasting, and offers you flexible access to our expertise without incurring the cost of full-time staff.


Advisory Services

With our advisory services, we review financial transactions to offer recommendations to management and staff. This service is aimed at providing objective insights into the financial impacts of planned, executed, or unanticipated transactions.


New Venture Planning

Our New Venture planning service is designed to help map the start, growth, and management strategies for new business ventures. This service focuses on defining and documenting the strategic direction of new business ideas.


Post-Growth Recovery

Addressing the challenges associated with rapid business growth, our post-growth recovery service focuses on managing financial pressures and stakeholder relationships to ensure business continuity and future success.


Forensic Reviews

We provide forensic review services to assess financial activities, identify internal control weaknesses, and recommend measures to prevent financial loss. This service is essential for maintaining financial integrity and security.


Ontario Business Registration

As OBR Intermediary Partners, we offer an Ontario Business Registration service, facilitating the registration process through our approved access to the OBR Partner Portal, leading to cost savings for our clients.


Per Diem Assignments

Our per diem assignment service is designed to meet the ad-hoc financial and compliance needs of our clients. This flexible service caters to both immediate and future requirements of businesses and individuals.

Each service at R Walter Finlay & Associates is structured to operate independently, providing targeted solutions to our client's financial management and compliance challenges. We are dedicated to delivering excellence and value in every service we offer.

Need Expert Financial Service?

Let’s discuss how we can help your business thrive.