Financial ServicesFinancial Services

At Smart Foundations we go beyond basics of financial services to bring a deeper understanding of your finances and make essential recommendations that are pivotal to your success.

  • As your bookkeeping partner, we don’t just complete your books; we analyze them and make essential recommendations.
  • As your accounting partner, we help you plan your taxes, cashflow and accounts to make more informed business decisions.

Move beyond bookkeeping. Use your financials as a business tool.

Explore our areas of practice.

ACCOUNTING
FINANCIAL STATEMENTS
ACCOUNTS PAYABLE
GST/HST
ACCOUNTS RECEIVABLE
INCORPORATION
BOOKKEEPING
PAYROLL
CONTROLLERS
TAXES & TAX PLANNING

Meet the Team

We are a hands-on team with industry-specific knowledge

Team Member

Rob Falkner

President

Team Member

Xing Hua

Senior Manager

Team Member

Magdelane Stark

Program Manager

Team Member

Jing Zhou

Bookkeeper/Payroll

Latest Insights

Recent posts from our blog

How to plan for seasonal variances in your cash flow

Have you noticed unexpected seasonal variances in your company’s cash flow? If your business is seasonally-based (a lawn care or snow removal company, for example), it’s normal for your cash flow to vary depending on the time of year. Unfortunately, many companies who shouldn’t be affected by the seasons still experience peaks and valleys in […]

Organizational growth and restructuring: Is your business ready to take the next steps?

Are you planning to take your business to the next level? Before you start growing your company, you need to ensure that your organizational structure is prepped for this major shift. Don’t just jump in head first – make sure you follow our key prep tips to keep your growth sustainable and successful.   3 […]

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