Client Services
Client Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service. 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

Accounting Services

We provide financial information to our clients. Meaningful, well-organized financial records help ensure an efficient business operation. 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

*Compilation of financial statements

*Review of financial statements

Bookkeeping/Write-Up

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 express no opinion or any 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.

Reviews & 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 two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Consulting Services

Business Consulting

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

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. If you have concerns about passing your business on to the next generation, contact us.

Consulting Services

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

*Business process improvement

*Computer systems

*Financial & retirement planning

*Estate planning

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.

Estate Planning

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.

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 will 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 business' 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 your transaction, including planning for the sale or purchase, assembly and/or review of information, tax minimization planning 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.

Tax Services

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.

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

We can assist your company in the compilation of information and preparation of GST returns.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Services

We prefer to take a proactive approach to tax services. By keeping current on new 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 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

*Tax considerations in matrimonial settlements

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

Other Services

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, many of which are listed below. 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.

*SR&ED tax credits

*Film tax credits, both provincial & federal

*Cash flow forecasting

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