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; and
• Compilation – based upon client information provided and used primarily for internal use.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

Tax Services

We prefer to take a proactive versus reactive approach to tax services. By keeping current on new tax laws and legislation, we’re in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Tax services offered include, but are not limited to:

• tax planning for individuals and corporations;
• return preparation for:
  • Individuals
  • Corporations
  • Estates and trusts
  • Not-for-profit organizations;
  • provincial and federal commodity tax planning and compliance;
• tax considerations in matrimonial settlements;
• tax effects of buying/selling a business; and
• tax effective retirement and estate planning.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

Our firm provides a full range of cost-effective accounting services including:

• general ledger & financial statement preparation;
• bookkeeping (Monthly/Quarterly/Annual);
• accounting system setup for new businesses;
• compilation of financial statements; and
• audits and reviews.

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;
• Buying/selling a business;
• Computer systems;
• Financial & retirement planning; and
• Estate planning.

Other Services

Due to our diverse client base, over the years, we’ve encountered a wide array of financial and tax issues. As a result, we’ve gained valuable experience in numerous specialized areas, including the following:

• Mergers & Acquisitions;
• Corporate Recovery;
• Asset Protection;
• Debt Management;
• Business Start-Up or Expansion;
• Bankruptcies;
• Litigation Support;
• Cash-Flow Forecasting;
• Employee Benefit Plans; and
• Expert Witness Services

Our ability to provide such a variety of offerings, reflects our versatility and competency, as well as our dedication to quality client service.

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 staff can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash-flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

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.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but will not express any opinion or other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many of our clients are responsible for collecting and submitting sales taxes across a variety of jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Payroll Services

Growing a business means hiring more employees. This usually results in increased payroll administration. Our firm can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. We’ll also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

U.S. and International Taxation

A record number of Canadian businesses and individuals have cross-border interests. Our team of experts can assist you in understanding the tax rules that may affect those interests, and in planning accordingly.

Estate Planning, 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.

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we’re familiar with most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.

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.

Business Succession Planning

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we’ll act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your organization’s’ future growth and success.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects of your transaction, including valuation, cash-flow analysis, tax minimization and transition planning.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Corporate Recovery

Many promising businesses experience periods of financial stress. Our team of professionals can help you identify opportunities and risks, assist with restructuring, refinancing, cash management and other services to help you put your business back on a sound financial footing.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash-flow considerations.

Personal Debt Management

Personal debt in Canada stands at a record high, and it is not unusual for individuals to experience temporary financial difficulties. We can help you recover your financial health by developing strategies for orderly retirement of debt, or, if necessary, implementing a personal bankruptcy. Our approachable staff will be happy to outline options, and explain what is involved.