Accounting services
A service that saves you time, simplifies administration, and keeps you informed.
We take care of all the day-to-day financial and administrative tasks, as well as your family's tax obligations. You remain in control, while benefiting from rigorous monitoring that allows you to focus on your priorities.
Structure your business with rigor and fluidity
We use the best technologies to simplify the management of your administrative affairs, structure your data and centralize all your financial information. By consolidating your documents, reports and tracking in a single, secure environment, we reduce the risk of errors, speed up processes and facilitate communication between the various parties involved. As a result, you benefit from greater fluidity, significant time savings and rapid access to the information you need to make informed decisions.
Access your information in one place
The Samara customer portal gives you access to a consolidated view of your assets, as well as all the administrative information you need to understand and make decisions. All important documents and follow-ups are grouped together in a clear, secure way, accessible at all times.
Benefit from a team dedicated to your administrative needs
We provide you with a team of accountants and accounting technicians who take care of bookkeeping, complete accounting, production of financial statements and preparation of tax returns. Where you are already working with external accountants, our team ensures smooth and rigorous collaboration with them, to guarantee the consistency and reliability of the information transmitted. You benefit from structured support, integrated with your other services, which relieves you of a significant operational burden while ensuring impeccable management of your administrative obligations.
Managing capital calls and cash flows
The more sophisticated your investment strategy becomes, the more complex managing cash and financial commitments can become on a day-to-day basis. We proactively monitor your cash flow, including the planning of capital calls related to your private investments, movements between accounts, and one-off or recurring cash requirements. Our aim is to relieve you of this burden, while ensuring that each transaction fits seamlessly into your overall strategy and is executed in a timely manner.
Structure your business with rigor and fluidity
We use the best technologies to simplify the management of your administrative affairs, structure your data and centralize all your financial information. By consolidating your documents, reports and tracking in a single, secure environment, we reduce the risk of errors, speed up processes and facilitate communication between the various parties involved. As a result, you benefit from greater fluidity, significant time savings and rapid access to the information you need to make informed decisions.
Access your information in one place
The Samara customer portal gives you access to a consolidated view of your assets, as well as all the administrative information you need to understand and make decisions. All important documents and follow-ups are grouped together in a clear, secure way, accessible at all times.
Benefit from a team dedicated to your administrative needs
We provide you with a team of accountants and accounting technicians who take care of bookkeeping, complete accounting, production of financial statements and preparation of tax returns. Where you are already working with external accountants, our team ensures smooth and rigorous collaboration with them, to guarantee the consistency and reliability of the information transmitted. You benefit from structured support, integrated with your other services, which relieves you of a significant operational burden while ensuring impeccable management of your administrative obligations.
Managing capital calls and cash flows
The more sophisticated your investment strategy becomes, the more complex managing cash and financial commitments can become on a day-to-day basis. We proactively monitor your cash flow, including the planning of capital calls related to your private investments, movements between accounts, and one-off or recurring cash requirements. Our aim is to relieve you of this burden, while ensuring that each transaction fits seamlessly into your overall strategy and is executed in a timely manner.
A administration team looks after your interests at all times
Sylvie Gendreau
Senior Manager - Administrative Services
Martin Fredette
Head of Accounting Services
Evelyne Auger
Manager - Accounting Services
Sofiane Benoit
Manager - Accounting Services
Lucie Brisson
Accounting Technician
Annie Harvey
Accounting Technician
Stéphanie Jacques
Accounting Technician
Josée L'Heureux
Director - Administrative Services
Chantal Mercier
Accounting Technician
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