SERVICES
Taking Your Business to
the Next Level
We’re Good with Numbers
We get it... the accounting aspects of your business (think maintaining your books, filing taxes, and understanding your financial statements) can feel overwhelming and stressful, but they don’t have to. (Really!)
At L. Robichaud, CPA Inc., we bring exceptional service and value to small business owners, focusing on the services we do best, so you can feel confident that you’re in good hands.
We can help you organize your books, stay compliant with necessary business filings, and gain a better understanding of your financial position so you can spend time on what matters most – growing your business, improving cash flow, having more time with your family and friends, or all of the above!
Just like each business, our approach is unique. Through a free consultation, we’ll take the time to get to know your business and its needs to make sure we’re the right fit. We’ll customize our services for your business and provide you with a fixed fee quote for most of our services (say goodbye to hourly rates!). Call now to book your free consultation and take the stress and worry out of your business accounting!
Bookkeeping and Reporting
Whether you need someone to handle all of the bookkeeping or just need an extra hand with month-end reconciliation and remittances, we’re here for you. Our customized approach ensures you get the services you need, with the added value of having a Chartered Professional Accountant providing hands-on service and high-level review of your books and records. We are a certified ProAdvisor in QuickBooks Online and can provide bookkeeping services on-site or remotely. Let us keep your books up to date by providing data entry, payroll services, monthly bank and credit card reconciliations, HST reporting, and regular financial statements.
Tax Returns
L. Robichaud, CPA Inc. prepares and files T2 returns for incorporated businesses and T1 returns for sole proprietors. We focus our tax services on small businesses to ensure we are able to meet all of your needs and minimize your tax liability. Our goal is to prepare and file your tax returns in a timely manner so you can start planning for the next year! Clear communication throughout the entire process will ensure clients understand their tax returns and have an opportunity to discuss any questions they may have.
Compilation Engagement Financial Statements
Year-end can be a stressful time for many business owners, but it doesn’t have to be. For incorporated businesses that require compilation engagement financial statements, L. Robichaud, CPA Inc. can work with you and your bookkeeper to make the process as painless as possible! We focus on good communication with each client to ensure all parties are aware of the status of the file in an effort to complete the year-end in a timely manner. After the engagement is complete, we will sit down with the client to review the financial statements, answer any questions you may have, and identify opportunities that may save you time or money (or both!).
Financial Projections
If your business is trying to obtain financing or funding, you may require a set of financial projections - let us take care of this task for you! We will discuss your current business situation and future plans upfront which will allow us to create a full set of projections (balance sheet, income statement, cash flow) for your business. By engaging L. Robichaud, CPA Inc. to prepare your projections, you will receive professional advice and support from start to finish!
MEET LISA
Lisa
Robichaud, CPA
Lisa was born and raised in Sydney, NS, and grew up in an entrepreneurial family. In 2008, she obtained her Bachelor of Commerce, summa cum laude, from Saint Mary’s University and continued her education to receive her CPA, CA designation in 2009. She has over a decade of experience in both public practice and private industry, and has been an active volunteer in the community for various organizations and fundraisers. When she’s not crunching numbers, you can find her spending time with her husband and three boys, curling up with a good book, or watching HGTV.
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