We'll manage your bookkeeping needs so you can gain monthly insight into your business's health and profitability.
Produce financial statements for internal or external reporting for key members, such as management, investors, banks, tax agencies, and more.
Produce realistic budgets and forecasts to propel filings. your business forward.
Personal, corporate, trust, HST, and payroll tax filings.
We understand the unique challenges that businesses face when it comes to managing their finances. We’re dedicated to helping our clients achieve their financial goals and grow their businesses over the long term. Whether you need help with day-to-day financial operations or are looking for strategic advice on long-term financial planning, we’re here to support you every step of the way
As a partner to your organization, we’re able to identify areas of your business that can be standardized to enhance efficiency and profitability. This includes optimizing your online presence, so viewers know what you’re doing and why. We solve issues surrounding financial reporting to ensure you have the necessary resources to make decisions that support your vision. The Telos Technique focuses on the following:
Gain access to company systems, assess the company, and gather information
Identify key areas to be improved, including compliance, taxation, reporting, and operations
Devise strategy to address identified areas for improvement using processes and procedures
Wrap up and hand off to executive team
Adjust processes and procedures as needed, train staff on new processes and procedures
Implement new processes and procedures, handle historical compliance, taxation and reporting issues
Implement new processes and procedures, handle historical compliance, taxation and reporting issues
Adjust processes and procedures as needed, train staff on new processes and procedures
Wrap up and hand off to executive team
Caitlin is an accountant, creator, and entrepreneur. She attended Western University and obtained an undergraduate degree in accounting. Shortly after, she began the Chartered Professional Accountant (CPA) program while working in private equity. After two years, Caitlin worked in consulting and advertising for a year, where she completed her CPA designation. As a creative, Caitlin specializes in writing and film. She began her entrepreneurial career writing content for finance blogs. Because Caitlin enjoyed writing so much, she attended various creative writing courses at U of T, choosing screenwriting as her favourite discipline. In addition, Caitlin completed the Film and Multiplatform Storytelling post-graduate program at Humber College. She wrote, directed, and produced a short film titled Smoke Screen which is entering film festivals in the summer of 2022. Caitlin also co-wrote two feature length scripts, Heresy and Penny’s Deal, with her colleague Cyprianos Carasoulos. When Caitlin isn’t working on her projects at Creative Clan, she enjoys reading, listening to music and watching films.
Caitlin is an accountant, creator, and entrepreneur. She attended Western University and obtained an undergraduate degree in accounting. Shortly after, she began the Chartered Professional Accountant (CPA) program while working in private equity. After two years, Caitlin worked in consulting and advertising for a year, where she completed her CPA designation. As a creative, Caitlin specializes in writing and film. She began her entrepreneurial career writing content for finance blogs. Because Caitlin enjoyed writing so much, she attended various creative writing
