Take ownership of delivering timely and accurate bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of Canadian clients utilizing a variety of cloud-based software

Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams

Respond to all client queries within 1 business day

Prepare year-end financial statements and supporting working papers including proposed adjusting entries.

For a subset of your clients on the CFO Plan, provide additional support as it relates to developing an annual budget, forecasts, supporting during external audits, debt/equity raises and other ad-hoc financial advisory services to help clients achieve their business priorities.

Proactively surface and resolve risks and issues related to t...