Personal Financial Planning
Are you an individual, a self-employed worker, an entrepreneur or a business manager? Billy Mokas CPA offers you an accounting advisory service to help you make informed choices when the time comes to make important financial decisions.
Personal Financial Planning
A clear idea of all your figures thanks to the advice of our accountants.
#1
RETIREMENT PLAN
Let an accountant from Billy Mokas CPA guide you through your retirement planning. Several factors must be taken into account in order not to forget anything and to ensure a successful retirement.
#2
PERSONAL TAX
Year after year, taxes come back and this period can bring its share of headaches! This is even more true when you are a business manager and you have to produce your professional and personal declarations. Contact our professionals to get through this period with peace of mind.
#3
SELF-EMPLOYED
Being self-employed has certain particularities in terms of taxation. To be well equipped, contact us to avoid errors and minimize your tax burden.
A tailor-made business plan for your business!
#4
BUSINESS START-UP SUPPORT
We offer support for each of your employees. From the drafting of the employment contract, to the payslip, each step is essential within a company and must be mastered by all. With Billy Mokas CPA, you will benefit from sound advice to be in control at all times.
Billy Mokas is...
A team of professionals committed and determined to give you the best accounting advice for a thriving business.
#5
A framework from A to Z:
You will benefit from administrative support, you will get the follow-up of your financial operations and valuable advice on the best accounting practices in Quebec for your SME, in order to ensure constant and sustainable development. You will undoubtedly appreciate our support.
Every business has unique needs and goals, which is why our accountants support you throughout this process on a personal basis. If you want to ensure the sustainability of your business, it is important to have well-established and supervised management. No need to overload you with paperwork and hassle, Billy Mokas CPA is here to lend you a hand!
Billy Mokas CPA is committed to representing all of your interests!
Why the personal financial planning service?
A complete financial structure established by our best chartered accountants for the assured success of your company
- A flexible cost according to your needs.
- Compliance audit.
- Real-time monitoring of your finances.
- Guidance from A to Z.
- Administration management
- Monitoring your team (payroll management, absenteeism, etc.)
- Conflict management and personalized advice.
- Professional meeting
Billy Mokas CPA offers other services
Which ?
Tax Optimization and Certification
- Corporate taxes
- Financial reports
- Special mandates
- Mission compilation
- Exam mission
- Small business audit
CORPORATE SERVICES
- Bookkeeping
- Payroll management
- Cloud accounting
- Coaching
- Full supervision
