Services

We take great pride in proving exceptional services for reasonable rates. We believe that our client’s confidentiality comes first as well as providing solutions that work. Each client’s business and personal situation is different and requires the time and expertise for a detailed business and personal plan that is suited to the client’s business and personal goals. Our client’s success is our success.

Some of the services I provide are as follows

Accounting and Assurance Services

A part of any organization should be keeping well-organized financial records. This will assist the business owner and management in the running of the business and provide the necessary support for any CRA audit. We will provide you with meaningful, reliable financial information to make your job easier and keep your business profitable and competitive. We can assist you in the management of data and the preparation of financial statements. Some of the Accounting and Assurance services we provide are as follows:

Bookkeeping, GST and payroll services (Monthly/Quarterly/Annual)
Accounting system setup for new businesses
Accounting system updates
Preparation of Compilation, review and Audit financial statements

Tax Services

Virtually every aspect of business has tax implications. By keeping current on updates on Canadian tax laws and legislation, we can identify key tax planning opportunities to minimize both your current and future tax liabilities while balancing your business and personal goals. We offer taxation expertise and knowledge to our individual and business clients throughout the year. Some of the taxation services we provide are:

Canadian tax return preparation and planning for:
- Individuals
- Corporations
- Estates and trusts
- Not-for-profit organizations
Tax considerations in matrimonial settlements including divorce and common law disputes
Tax effects of buying/selling a business, purchasing vs. leasing of assets
Effective tax effective for estate planning and retirement
Effective tax planning for business formation, reorganization and expansion
Scientific Research and Experimental development (SR&ED) program

Business Consulting Services

Now more than ever, businesses must be flexible and innovative utilizing the most effective and efficient processes and practices in order to remain current, competitive and profitable. We offer a solutions-oriented, tailored approach and continuation of services that considers all aspects of a successful organization. Through working with our clients, we can provide the following consulting services, each tailored to the specific client:

Business health checkups
Working capital management
Financial forecasts and budgeting
Succession and estate planning
Business growth plans
Credit risk management
Benchmarking against industry peers
Going concern analysis
Scenario planning such as price changes, promotions, revenue growth and discounting