Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
Accounting Services
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit - an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.
Our qualified bookkeepers can assist you with the day-to-day tasks associated with bookkeeping. We can provide monthly, quarterly or annual bookkeeping as well as assistance with GST reporting.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Tax Services
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. We can prepare and Efile both corporate and personal income tax returns.
Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.
Please note that it is your responsibility to ensure that information returns are filed on time. As such our firm imposes the following deadlines:
- T4 and T5 information returns that are to be filed with CRA by February 28th each year; our firm does not guarantee that these returns will be filed on time if information is received by our firm subsequent to February 22.
- Personal income tax returns are due April 30th each year; our firm does not guarantee that your personal income tax return will be filed on time if the information is recieved by our firm subsequent to April 22.
Estate & Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Consulting Services
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation *Business valuations
*Financial & retirement planning
*Estate planning
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business. We can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
