PROVIDING FINANCIAL SOLUTIONS TO SMALL BUSINESSES

 

Services

Accounting & Bookkeeping

Monthly Invoicing, billings, bank and credit card reconciliation, Payables and Receivables and income and expense tracking.  Year end filing preparation.

Financial Administration

Organize your financial records so that everything is secure and accessible, provide reminders on deadlines and goals.

Financial Statements

Provide Monthly, Quarterly & Annual Financial Statements

On & Offsite Services

On site or offsite accounting services to meet your business needs.

Payroll

Payroll, calculate commissions, overhead % for Partners and Associates.

Filing HST, Payroll, EHT & WSIB 

Ensure accurate and timely filing of HST, EHT, WSIB and Payroll Remittances, T4's.

CRA Audit Help

Provide guidance with audit.  Help with gathering required information. Liaise with CRA as your representative

Desktop & Cloud Accounting

QuickBooks Online or Desktop.  Dropbox, Google Drive and other applicable apps to meet your needs

About

Helen Wong, CFA, has a financial background that includes more than 10 years of experience working in various roles with small, medium sized businesses, and large corporations in Vancouver, Toronto and New York.  Her experience includes working in performance analytics at CIBC Mellon, and risk management at Goldman Sachs Asset Management.  Helen’s move to small business accounting began when she volunteered at her children’s school in Brooklyn, NY as Co-Treasurer, and from there took on freelance work with small businesses.   She founded Jade Forest Financial Consulting Inc. after gaining great satisfaction helping business owners focus on running their companies.  The result was companies making better business decisions and having peace of mind, knowing that their filings are up to date, and books are in order. 

 

In her spare time Helen likes listening to music, investing, spending time with family and friends, running and fitness.

 

Helen is partnered with established accountants and specialists in the GTA to serve businesses best.

 

Mission:  To provide top-notch service for clients and to invest in client relationships by working at the highest standards with integrity, trust and respect.

 
Advanced Online Quickbooks Certification

Clients

Clients include businesses across various industries including Financial, Healthcare, Consultants, Startups, Tech, Human Resources, Fashion Merchandising, Real Estate, Education, Charities and Lawyers.

"Helen is awesome at bookkeeping and an invaluable member of our team. She's always accurate and never lets anything slip through the cracks. It's a pleasure to work with someone so nice, smart, skilled and reliable. What a combo!"


Neil Wainwright, Founder & CEO UpHabit

 

Join The Mailing List

PROVIDING FINANCIAL SOLUTIONS TO SMALL BUSINESSES