About Us
Mission Statement
“Our mission is to provide exclusive access for young-minded professionals and entrepreneurs with a cloud-based accounting platform that offers simple-to-use bookkeeping services and is time-efficient, helping to build their small business,” says owner-operator Pamela Holt CPB.
Our Story
We are a team of skilled accounting professionals with over 10 years of experience providing comprehensive bookkeeping services and full cycle accounting to businesses of all sizes. Pamela has played an integral role in delivering exceptional accounting and bookkeeping services tailored to meet the unique needs of each client.
As experts in cloud-based accounting and onsite or remote assistance, we ensure the smooth financial operation of our clients' businesses. With a keen eye for detail, our team handles reconciliations for both regular and trust accounts, journal entries for asset disposal and depreciation, as well as accounts receivable and payables. Additionally, we prepare and comply with HST, WSIB, EHT, and source remittance requirements, and we compile monthly and annual financial statements, including T1 & T2 client packages.
Pamela has established herself as a trusted accounting professional, being a QuickBooks Online advanced certified professional and accredited by the Canadian Professional Bookkeepers Association (CPB). Her extensive experience in the industry has equipped her with a deep understanding of the accounting and bookkeeping needs of various businesses, allowing her to leverage her expertise in financial planning to help our clients make informed decisions.
Having worked with a diverse range of clients across numerous industries—including law firms with trust accounts, construction companies for WSIB, restaurants, and various franchises—Pamela, our owner-operator, has developed specialties in these areas. We understand that every business is different, and we work closely with our clients to ensure that we provide personalized bookkeeping services and accounting solutions that help their businesses thrive.
Our team is dedicated, reliable, and detail-oriented, and we take pride in offering exceptional customer service. Contact us today to learn more about our services and discover how our cloud-based accounting solutions can help your business thrive.
John Holt: Insurance Advisor | Investment Representative
Empowering Your Financial Journey
At Holt Financial, we understand that achieving financial freedom is more than just crunching numbers; it's about living life on your own terms. With over 17 years of experience, including a decade as a dedicated financial security advisor, I, John Holt, am committed to guiding you through every financial phase. From navigating life's unpredictabilities to celebrating your successes, I'm here to support you.
Services Offered:
· Financial Planning: Crafting tailored strategies that align with your immediate needs and future aspirations, including comprehensive bookkeeping services to keep your finances organized.
· Retirement Planning: Ensuring a secure and fulfilling retirement, with cloud-based accounting solutions that make tracking your progress effortless.
· Life Insurance: Providing peace of mind for you and your loved ones, ensuring that financial security is always within reach.
Expertise Backed by Experience
My journey in the financial sector has been diverse and enriching, encompassing roles in plywood and hardwood distribution, digital printing, home landscaping, and more. This varied background has equipped me with a unique perspective on service excellence and client care.
As a top-level associate at Eric W. Holt & Associates and a participant in the prestigious NGSG think-tank, I bring a wealth of industry knowledge and insights. My longstanding membership with Advocis since 2007 further solidifies my commitment to staying abreast of industry developments.
Navigating Life's Twists and Turns
Life is unpredictable, and I've witnessed it all – from guiding lottery winners to supporting those affected by market downturns and personal crises. My role goes beyond financial advisement; it's about being a dependable partner in your life's journey, helping you prepare for whatever tomorrow holds.
Connect with Me
Let's embark on a path towards achieving your life and financial goals. For a personalized financial security plan, reach out:
Cell: 416-910-0788
Email: john@holt-financial.ca
