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Business Description
Excel Accounting Services has been providing professional service to clients for over 20
years. Operating in the Charlottetown area, owner Sherry White has developed a
reputation for offering quality bookkeeping services. This is proven through the
satisfaction of their clients.
Ms. White is the principle bookkeeper with Excel Accounting Services, and she employs
6 staff to serve her growing client base. Serving nearly 150 Island businesses, Excel
Accounting Services offers clients basic bookkeeping services to medical billing for
approximately 15 local doctors.
Working with business owners and operators to help them maximize their day to day
operations is the main focus of Excel Accounting Services. "Business people should not
have to spend their time navigating today's accounting and taxation regulations when
they could be building their business," said Ms. White. "Small business owners look to us
to help deal with Revenue Canada, ensure payroll is accurate and timely, and even work
on account collections."
Excel Accounting is located at 112 Longworth Avenue and can be reached
at (902) 628-6423.
Services
Bookkeeping Services
Excel Accounting Services provides you with the time needed to focus on building your
business. Our trained professionals will take the worry of this task off your desk.
Providing services which include:

All routine bookkeeping

Enter and pay bills

Create customer invoices and statements

Enter customer payments

Track and pay sales tax and GST

Reconcile bank accounts

Reconcile credit card accounts

Prepare profit and loss statements

Prepare balance sheets

Process payroll and pay remittances

Prepare deposits

Complete confidentiality and security
Medical Billing Services
The Doctor’s office is the one of the busiest offices around. Excel Accounting Services
can take over the necessary bookkeeping tasks to allow more time for taking care of your
patients. Providing services in:

Bill Health Agency

Direct billings to Workers Compensation

Enter claims, submit to Health Agency

Practimax (pmax.dymaxion.ca)
T1 Income Tax Returns
Excel Accounting Services offers T1 Income Tax Return services. This is the quick and
efficient way to get your taxes done on time. Fast, and accurate, we ensure you get the
return you are entitled to.
E-File
Want to you get taxes filed and your return in hand fast? With E-File we can send your
income tax in a secure environment which allows a fast return. Most returns are
completed within two weeks of filing.
Testimonials
DATE: December, 2006
TO WHOM IT MAY CONCERN,
RE: Letter of Support for EXCEL
Accounting Services
We have had Excel Accounting Services as our full time bookkeeping service for over 5
years now.
We have found the service and advice that EXCEL provides to us invaluable to our
business. After years of trying to manage our book keeping internally, we were not sure
how this relationship would play out. We can say with all confidence it was one of
the smartest business decisions we ever made both from a trust level and also
financially for monies saved on a full time staff member. We not only have a person, we
now have an entire office looking after us!
From our payroll, accounts receivable and payable to budgeting / forecasting and
making sure all accounts are current and up to date for our year end audits - the
service is phenomenal.
We would like to commend Sherry and her staff, especially our designated
consultant, Kiela Muirhead, who we feel is like a member of our own staff and a great
addition to our team.
Excel takes our business as seriously as their own, which leaves us free to concentrate
on the day to day aspects of our business, knowing they are behind us supporting
our financial health. The entire staff is always very available to us for consultation,
advice and planning at any time.
We would be pleased to recommend EXCEL Accounting Services a to any prospective
business or organization,
Sincerely,
David & Michelle Thompson
With Wayne F. Berry,
General Managers,
Dalvay By The Sea
Referral Program
Our satisfied customers are the proof of our commitment to quality services. Ask us
about our referral program, which allows you to receive a gift certificate for services for
each client referred to us.
Company History
Sherry White started Excel Accounting Services as a home based business in 1986. Due
to the company’s commitment to quality work and client satisfaction, Excel Accounting
Services has grown to serve over 150 clients and has a full time staff of six trained
professionals.
About Us
Sherry White: Sherry began her accounting training in 1981 with Grant Thorton (then
Doane Raymond) as a special Student trainee. She is a Certified
Consultant for Sage Simply Accounting and has completed ½ of the CGA
program. Sherry began Excel Accounting Services in 1986 as a home
based business. Over the past 20 years, the company has remained
committed to its clients and the quality services provided to them. Sherry
has since grown the business to a client base of over 150 and employs 6
full time qualified staff.
Keila Muirhead: Keila graduated from Compu College School of Business in 1998 with
an Executive Office and Computer Applications Diploma. Keila has over
9 years of office administration and bookkeeping experience and has been
a valued employee of Excel Accounting Services since 2001. Keila has
bookkeeping experience in the Retail, Accommodations, Food/Beverage
and Non Profit industries.
Tracy Smith: Tracy graduated from Compu College School of Business in 1997 with an
Accounting Business & Computer Applications Diploma. Tracy has been
employed with Excel Accounting Services since 2000 and has over 9
years experience in bookkeeping and office administration. Tracy has
experience with Dental offices, manufacturing companies, gas stations,
retail and food service industries.
Tara Bagnall: Tara joined Excel Accounting Services in 19??
Kim Walsh:
Kim graduated from Holland College in 2002 with an Administrative
Assistant Diploma and in 2005 with an Accounting Technology Diploma.
She joined Excel Accounting Services in 2006
Links
Banks:
Bank of Montreal www.bmo.com
Canada Trust www.canadatrust.com
Canadian Imperial Bank of Commerce www.cibc.com
Royal Bank of Canada www.royalbank.com
Scotiabank www.scotiabank.ca
Toronto Dominion Bank www.tdbank.ca
Bank of Canada www.bank-banque-canada.ca
Business Development Bank of Canada www.bdc.ca
Farm Credit Canada www.fcc-fac.ca
Government
Government of Canada www.gc.ca
Department of Finance www.fin.gc.ca
Statistics Canada www.statcan.ca
Strategis www.ic.gc.ca
Human Resources Development Canada www.hrdc-drhc.gc.ca
Government of Prince Edward Island www.gov.pe.ca
Utilities
Mortgage Calculator http://canadamortgagecalculator.ca/
Car Loan Calculator www.canadiandriver.com/tools/loan.htm
Buy Vs Lease
https://www.citizensbank.ca/Personal/Calculators/BuyvsLease/
Retirement Planner
http://www.morningstar.ca/globalhome/rrspplanner/index.asp
Contact Us
112 Longworth Avenue
Charlottetown, PE C1A 5A8
Tel: (902) 628-6423
Fax: (902) 367-3423
excel@eastlink.ca