Financial Information

Personal Checklist:

Making my monthly investments
Have checked my credit scores
Have a monthly bill payment schedule
Paying off my high interest credit cards first
Have a family budget (weekly, monthly and annual)
Am not paying more than I need in bank fees
Take time for yourself

Small Business Checklist:

Filing all business receipts immediately
Tracking my weekly, monthly expenses
Talked to your accountant for a tax strategy
Referred your bookkeeping to a professional
Check your Accounts Payable for accuracy

J.M. Lewis CGA - Financial Information Page

The more informed you are about your personal or business investments, the better your decisions will be. Please take some time to visit these informative links.

Please visit our Okotoks office or contact us to make an appointment.

Taxation and General Business Information

Taxation in Alberta and Canada
Accounting deals with the taxation of business and in planning a strategy to deal with government regulations and Revenue Canada items.

Credit and Personal information

Credit Scores - Free credit check
It is important to know your credit history and ensure that there is no improper usage.

Investing and Financial Planning

Online Investment Sites
There are a number of online investment sites that can give more information.

J.M. Lewis Certified General Accountant has not reviewed all of the sites linked to JMLewisCGA.com or JMLewisCGA.ca and does not take any responsible for content or share the opinions of any off-site pages or any other sites linked to JMLewisCGA.com or JMLewisCGA.ca. These site are also listed for reference only and their listing should not be taken as an endorsement. Your usage of any off-site pages or other sites is at your own risk.

When running your business it's important to have professional advice.

Is a Certified Accountant handling your Accounting?

122 Elma Street
Okotoks, Alberta T1S 1J9

Phone:	(403) 938-4064
Fax:	(403) 938-7066

Regular Business Hours - Monday to Friday 9:00 AM to 5:00 PM