Services
Bookkeeping, Fractional CFO, and Tax Services
Running a business brings pressure. You manage staff, serve clients, and watch cash flow. Your numbers should give you peace of mind, not stress. At OZ Accounting, we help solve your finance problems.
We provide bookkeeping services that Winnipeg business owners rely on, along with fractional CFO, corporate and personal tax preparation, and financial planning. You work with one CPA firm that sees the full picture. We build long term relationships and offer direct one on one support. When you call, you speak with someone who knows you and your business and understands your goals.
Bookeeping & Fractional CFO Services
01.
Full Service Bookkeeping
Your books tell the story of your business. If they fall behind, that story becomes confusing. We keep everything current, organized, and compliant.
Our Bookkeeping service based in Winnipeg includes bank and credit card reconciliations, payroll processing, GST, PST, and Source Deduction remittances, and detailed financial reports. We track income and expenses and prepare monthly statements that give you a clear picture of your finances and cash flow.
You meet government deadlines. You avoid penalties. You see where your money goes each month. Clean books give you confidence when you make decisions. If your records feel messy or incomplete, we step in and bring structure. You focus on running your business. We handle the numbers.
if you want steady and reliable bookkeeping support, let’s talk.
02.
Fractional CFO in Winnipeg
Once your books stay current, you need more than reports. You need a strategy. Our Fractional CFO service gives you your own CFO at a fraction of the cost of a full time hire.
A full time CFO can cost over $150,000 each year. Many businesses do not need that expense. We deliver the same level of insight for a fraction of that amount. Our Fractional CFO’s have real world experience working as CFO’s across various industries.
We handle cash flow analysis and management. We review financial statements each month or quarter. We complete tax planning during the year to reduce surprises. We prepare budgets and develop future forecasts. We review growth plans and test decisions against real numbers.
We help you see where profits rise and where margins slip. We flag risks before they grow. You stop guessing and start leading with facts. You gain a partner who looks ahead and helps you plan your next move with clarity.
Tax Services
01.
Personal Tax Services
Tax season should not bring panic. With clean records and strong planning, personal taxes feel structured and clear.
We complete personal tax returns prepared by Chartered Professional Accountants with decades of tax experience. We review your records, apply current tax rules, and claim all deductions and credits that fit your personal situation.
We focus on tax planning that keeps more money in your pocket. As your tax accountant that people trust, we file on time and stand behind our work. You know your return reflects care and attention.
Not a corporate client? No problem. Our Personal Tax Services are for everyone. We offer tax services to individuals, families, students, retirees, owners of rental properties and sole proprietors.
02.
Corporate Tax Services
Your business income affects your home life. After we complete your corporate return, we prepare personal tax returns for you and your family.
This combined approach allows us to plan at a higher level. We review salary, dividends, and other income sources. We plan how funds move from your company to you. We look at deductions and credits that apply to your household.
When one CPA firm handles both corporate and personal tax, you avoid gaps. We coordinate each step and aim to reduce your total tax bill. You keep more of what you earn and move forward with a clear plan.
Other Services
01.
Financial Planning & Advisory
Numbers alone do not build a future. A plan does.
Our financial planning and advisory service supports your short and long term goals. We help you set revenue and profit targets. We review spending and debt levels. We assess expansion plans and major purchases.
We meet on a set schedule and track progress. We adjust when your business changes. With over 20 years of experience across many industries, we bring practical insight to every discussion.
We see ourselves as your partner, not just your accountants. We connect your bookkeeping, tax, and strategy into one clear direction. You gain stability, clarity, and a plan you can trust.
02.
Company Assessments
Is your company in need of a financial health check? Do you feel uncertain about your finances or if you have the right employees?
We review your company finances, internal controls, business processes, and finance staff to determine any deficiencies and provide recommendations for improvement. We work as an unbiased 3rd party that will provide honest advice and practical solutions.
We can assess your current financial state and provide actionable solutions to any problems we may uncover.
Let’s Take Control of Your Numbers
If your books feel behind, your taxes feel heavy, or your growth feels stuck, now is the time to act. Waiting only adds pressure and risk. Book your free, no obligation consultation with us today and start the conversation about where your business stands and where you want it to go. We will review your current setup, outline clear next steps, and help you move forward with confidence.