Caridex Accounting & Consulting

What We Offer

ACCOUNTING SOLUTIONS

Accounting & Bookkeeping

Taxation

Accounting & Bookkeeping

We deliver structured accounting systems and disciplined financial reporting frameworks designed to ensure accuracy, transparency, and operational control.

Our services include:

  • Accounting system set-up and chart of accounts design
  • Month-end, quarter-end, and year-end closing processes
  • Journal entries and general ledger reconciliation
  • Bank, credit card, accounts receivable, and accounts payable reconciliation
  • Financial statement preparation and analysis
  • Customized management dashboards and reporting
  • Cloud-based document storage and system training (Xero, Sage, QuickBooks)

Payroll Services

We offer compliant, structured payroll management solutions tailored to organizational needs.

Services include:

  • Payroll set-up and processing (weekly, bi-weekly, semi-monthly, monthly)
  • Employee profiling and compliance administration
  • CPP, EI, and income tax remittances
  • Record of Employment (ROE) issuance
  • Annual T4 preparation and filing
  • Payroll analytics and customized reporting

Strategic Financial Planning & Analysis

Our corporate finance solutions provide executive-level financial leadership and strategic oversight to support sustainable growth.

Services include:

  • Capital Allocation
  • Budgeting and integrated financial planning
  • Cash flow forecasting and working capital management
  • KPI reporting and performance analytics
  • Capital budgeting and investment appraisal
  • Financial modelling for fundraising and capital raising
  • Business valuation services
  • Capital structure optimization

Fractional Executive Finance Leader, CFO & Controllership Services

  • Financial Strategy & Corporate Direction Integration
  • Executive & Board Advisory
  • Funding Strategy & Capital Structure Advisory
  • Finance Function Transformation
  • Enterprise Risk Management
  • Audit Coordination & External Liaison
  • ERP & Financial Systems Oversight
  • Organizational Transformation & Change Management.
  • Investing, Scaling-up, Divesting & Diversification Advisory

Taxation & Regulatory Compliance

We provide comprehensive tax and compliance solutions aligned with regulatory requirements and professional standards.

Our services include:

  • Personal income tax (T1) preparation
  • GST/PST/HST compliance and reporting
  • CRA representation and audit support
  • Employer Health Tax filings
  • WSBC/WSIB premium calculations and filings
  • Payroll remittances (PD7A)
  • T4 and T5 preparation and filing
  • Investment Tax Credits and EBC returns

Consulting & Business Advisory

Business Strategy

  • Business formation and set-up
  • Business model evaluation and transformation
  • Market feasibility analysis and expansion strategy
  • Turnaround and restructuring advisory
  • Strategic growth planning and competitive strategy

Governance & Risk

  • Enterprise risk mitigation frameworks
  • Regulatory compliance dashboards and reviews
  • Board and Audit Committee advisory support
  • Corporate governance advisory
  • Financial and corporate due diligence services

Advanced Advisory Services

  • Merger & Acquisition advisory
  • Succession and exit planning
  • Digital transformation and automation advisory
  • ERP implementation and systems integration
  • Organizational design and workforce planning
  • Forensic accounting and investigations
  • Project and program management