Professional accountant providing accounting, tax and consulting services. Our main focus is on individuals, small and medium sized businesses in any sector. We help in CRA Audits. We provide book keeping, payroll, cloud accounting, controller on call and many more services. We can help with individual, business, corporate tax returns. In addition we do prepare HST returns. Please contact us for further discussion.
Coggan & Associates targets small to medium sized enterprises and provides affordable and qualified bookkeeping and other business consulting services. We recognize that as entrepreneurs, not everyone is equipped to deal with the financial matters impacting their organizations. We offer a broad range of business consulting services, focusing on both the financial and operational aspects of your business. We get to know you and your business on a personal level, helping you to navigate through the complexities and challenges in an ever-changing marketplace. Utilizing our state-of-the-art cloud-based accounting software, we are positioned to free up time and energy that can be better invested in the operation of your business.
We deliver proactive accounting and tax solutions for individuals and businesses. Our clients enjoy working with us because we are relaxed, enthusiastic and we provide them in understandable language the sense of financial numbers.
We are a team of professional bookkeepers located in Downtown San Diego.Jordan MerrittPresidentJordan is a Certified QuickBooks Pro Advisor, and a magna cum laude graduate from Tulane University's A.B. Freeman School of Business. He greatly enjoys working with and helping other business owners.Perry PaoliniOperations ManagerPerry graduated from the Martin V. Smith School of Business with a degree in Finance. He started his career building complex operational and financial software programs. He enjoys yoga and is currently training for his first Ironman triathlon.Celia FerrissService ManagerCelia has 20+ years of experience as a Staff Accountant and has a deep understanding of all aspects of accounting.
Providing personal, corporate and trust tax filing services.
Bookkeeping and Financial Statement preparation for small businesses.
Tax, Estate and Succession planning for individuals and small business owners.
I have had the pleasure of dealing with Teresa for almost three years, through the old company I worked for. She is not only detailed orientated, dedicated, precise, and fully equipped but she can handle and anticipate the day to day operations of her clients needs on her own without much guidance. Now, that I have started my own business, I have no hesitations using Pro-Advisor for all my Bookkeeping needs. Thanks Teresa, for all your help!Read more
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