
Lisa Jue
Canada Tax, QuickBooks Bookkeeping, Cross Border Tax, Financial Statements
Skills

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Work experience
Accountant | Tax, Bookkeeping & Financial Reporting Specialist
QuickTaxnBooks • Freelance
Aug 2026 - Present • 1 mo
As an accounting professional with hands-on experience across Canadian and cross border tax, I have supported individuals, freelancers, and small to medium-sized businesses with accurate, compliant, and timely financial services. On the tax side, I prepare and file Canadian personal T1 tax returns and corporate T2 tax returns, manage CRA tax filing, GST/HST returns, and netfile submissions for clients across all provinces. I handle self-employed tax returns, rental income reporting, and non-resident tax filing, ensuring every submission meets current CRA compliance standards and deadlines. For clients with ties to both Canada and the United States, I specialize in cross border tax preparation, including US 1040 tax returns, foreign tax credit claims, double taxation relief, and tax filing guidance for snowbirds, cross border workers, and Canadians living or investing in the US. On the bookkeeping side, I manage full-cycle monthly bookkeeping using QuickBooks Online and Xero, including bank reconciliation, QuickBooks cleanup, chart of accounts setup, and catch-up bookkeeping for businesses behind on their records. I maintain accurate, audit-ready books that make year-end tax filing faster and smoother for clients and their accountants. I also prepare year-end and periodic financial statements, including balance sheets, profit and loss statements, cash flow statements, and full financial reporting packages used for internal management decisions, bank financing applications, and CRA or IRS submissions. Throughout every engagement, I prioritize accuracy, confidentiality, and clear communication, delivering organized financial records and tax filings that give clients confidence heading into every filing season.