INDIVIDUALIZED
ACCOUNTING CARE

Whether you need assistance with mergers and acquisitions, financial management, tax filings, advisory care, or something else, you can count on us for professional service. We have a wealth of information and are looking forward to working with you.

OUR SERVICES

ACCOUNTING

Help with the review of your financial information, understanding your cash flow, forecasting, budgeting, planning and a better understanding of how to get you to where you want to be. Our goal is to be part of your success story, whatever that may be.

SOC READINESS

Our goal is to ensure you don't need our help going forward through education and a helping hand where required. That starts with helping you understand what is mandatory in a SOC audit and what is optional and then how to align the requirements with your business. We can help you select your external auditor, align the criteria and controls with your existing business processes and finally ensure that you don't end up doing more than you have to - subsequently paying more than you have to in order to allow your end-users / customers to have comfort over your processes and controls.

BOOKKEEPING

Help with your day-to-day bookkeeping needs, matching transactions, reconciling accounts, classifying data for you, monitoring your accounts receivable and management of your accounts payable.

RISK MANAGEMENT SERVICES

Assessing risk can mean many things. Based on the reason for the risk assessment (operational, financial, compliance), we can help you identify and evaluate your risks and how you can manage those risks effectively based on your organization's appetite for risk.

TAXES

Working to legally save you as much as possible and subsequently reduce your tax burden, through strategic tax planning.

CUSTOM TAILORED PACKAGES

All of our services are custom-tailored to your specific needs. Contact us to find out more.

AUDIT SUPPORT SERVICES

External Audit SupportExternal auditors are independent of management and focus on external stakeholder requirements – such as financial accounts or risks associated with finance. The audit may include other areas that support the finance function, such as information systems, HR / Payroll. Audits are performed annually.

Internal Audit SupportInternal auditors are a function of management but are not involved with the activities they audit/review. Internal auditors may be either employees or outsourced. The functions primary responsibility is the review and assessment of managements control framework and governance processes. Audits are typically ongoing.

 

Government Audit Support: Government audits include the same functions as a private enterprise. These include financial, compliance, internal and operational audits. The functions are the primary responsibility of two groups within the government, the Auditor General’s Office (AGO) and the Internal Audit Department. Audits are typically ongoing.

IT Audits/Reviews: Information Technology Audits (also known as Information Systems Audits) is the examination of management controls within an information technology infrastructure. Evidence is evaluated against key principles – including the safeguarding of assets, maintaining data integrity, operating effectively to achieve organizational goals and objectives. An IT audit is normally completed in conjunction with an external audit, internal audit or another attestation program. Audits/Reviews are typically performed annually.

Operational Audits/Reviews: Operational audits can comprise of specific project audits/reviews and operations (audit to objectives, efficiency and effectiveness). Audits/Reviews are typically performed on an ongoing basis.

Compliance Audits/Reviews: Compliance audits include audits for Sarbanes-Oxley (SOX), the National Instrument 52-109 (commonly referred to as CSOX), Privacy Legislation, EPAP Legislation, PCI DSS compliance, HIPAA compliance, CASL (commonly referred to as spam legislation). Audits/Reviews are typically performed on a quarterly basis.

CFO & ADVISORY SERVICES

Accountant-On-CallNeed to run something by an accountant? Want to double-check a strategic direction? Need advice occasionally?

Ask-A-Bookkeeper: Have a data entry question? Need to ask how to classify something? Want to double-check an entry? Does your reconciliation make no sense?

 

CFO-On-CallNeed someone to help you plan how your business will grow, the focus of your growth? Need someone to help build your business plan, talk to your banker, help you obtain financing, complete a strategic analysis or just make sure you are going in the right direction.

Financial District

GUIDING BUSINESS OWNERS TO

PROFITABILITY & GROWTH

WHY CHOOSE OEO?

PACKAGES TAILORED
TO YOU
consultants across
canada & usa
DIY SERVICE AVAILABLE
proven 
track
record
20+ years OF
ACCOUNTING & audit experience
COST-EFFECTIVE SOLUTIONS

 CONTACT US

For any inquiries, please call or email us:

P: +1 587-997-6636 | F: +1 866-909-8663

info@oeosolutions.com

Alternatively 

you can fill in the following contact form:

P: +1 587-997-6636 | F: +1 866-909-8663

info@oeosolutions.com

©2020 OEO Accounting & Advisory

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