SERVICES

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that can't be found with large accounting firms. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

  • General Accounting
  • Audits, Reviews and Notice to reader
  • Cash Flow & Budgeting
  • Tax Services
  • Consulting
  • Accounting Services
  • General Accounting
  • Other 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 the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Audits, Reviews and Notice to readers

We make it our goal to complete your company's year end quickly and efficiently. We provide financial reporting on all three levels of assurance, in accordance with the your needs:

  • 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.
  • Cash Flow & Budgeting

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.

Tax Services
By keeping up to date on Canadian tax laws and legislation, we are 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 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, and not-for-profit organizations.
  • Provincial and federal commodity tax planning and compliance
  • Federal and Provincial sales tax (GST, HST and PST)
  • U.S. and International taxation
  • Payroll services
  • Tax effective retirement and estate planning

Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. 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. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Computer systems
  • Financial & retirement planning
  • Estate planning
  • Debt Management
  • Business start-up or expansion
  • Cash flow forecasting
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