Theresa Marion

- Manage multiple companies daily accounting transactions (Accounts payable, accounts receivable, related party and shareholder transactions, payroll, purchase and disposal of assets)

- Perform monthly account reconciliations and verify general ledger account balances. Compile the information into a month-end reporting package for each company to be reviewed by the company CFO

- Process quarterly and annual GST returns and ensure all amounts pass a reasonability test

- Prepare year-end documentation for the company CFO to review before submitting to our Accountants for filing

- Work fluidly in Excel and Microsoft Word

- Property Management - manage tenant emails, set up viewings with potential tenants, gain an understanding of the local market rental situation, reference checks for potential tenants and submit to the company CFO for approval

- Prepare monthly agendas and income statements for monthly meetings

- Prepare and maintain monthly cashflows

- Work with Jonas and Maestro accounting software programs

- Prepare tax returns for Corporations, small business,, farms, and non-profit organizations

- Prepare personal tax returns

- Prepare T3 and T5 information slips

- Prepare T4 information slips

- Prepare and gather supports regarding GST audits

- Work fluently with Microsoft Word, Excel, and tax prep software

- Experience with multiple accounting software such as Simply Accounting and Quickbooks