About Us
Mission Statement
“Our mission is to provide exclusive access for young minded professionals and entrepreneurs with a mobile accounting platform that is both simple to use and time efficient to help build their small business” owner-operator Pamela Holt CPB.
Our Story
We are a team of skilled accounting professionals with over 10 years of experience providing full cycle accounting and bookkeeping services to businesses of all sizes. Pamela has played an integral role in delivering exceptional accounting and bookkeeping services to businesses of all sizes.
Experts in providing cloud-based and onsite or remote assistance to ensure the smooth financial operation of our clients' businesses. With a keen eye for detail, they handle reconciliations for both regular and trust account, journal entries for disposal of assets and depreciation, accounts receivable and payables. They also prepare and comply with HST, WSIB, EHT, and source remittance requirements, prepare monthly and annual financial statements, and compile T1 & T2 client packages.
Pamela has established herself as a trusted accounting professional who is QuickBooks Online advanced certified professional as well as CPB (Canadian Profesional Bookkeepers Association) accredited. Pamela's experience in the industry has helped her gain a deep understanding of the accounting and bookkeeping needs of businesses, and she uses her expertise to help our clients make informed financial decisions.
Having worked with a range of clients across various industries, including law firms with trust accounts, construction companies for WSIB, restaurants, and several different franchises. Pamela, our owner-operator, has developed specialties in these areas and uses her expertise to provide tailored accounting and bookkeeping services that meet the unique needs of each client. We understand that every business is different, and we work closely with our clients to ensure that we provide personalized solutions that help their businesses thrive.
Our team is dedicated, reliable, and detail-oriented, and we pride ourselves on providing exceptional customer service. Contact us today to learn more about our services and how we can help your business thrive can help your business thrive.
John Holt: Insurance Advisor | Investment Representative
Empowering Your Financial Journey
At Holt Financial, we understand that financial freedom is more than just numbers; it's about living life on your 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 for you.
Services Offered:
· Financial Planning: Crafting tailored strategies that align with your immediate needs and future aspirations.
· Retirement Planning: Ensuring a secure and fulfilling retirement.
· Life Insurance: Providing peace of mind for you and your loved ones.
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
