Client Services
Our firm offers a variety of services to our individual and business clients who benefit from personalized, quality service that is beyond comparison.
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
Financial Statements
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 can assist you in the preparation of your financial statements in accordance with professional standards. We provide financial reporting on two levels:
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use, no assurance
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.
Tax Services
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 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,
- Federal Sales Tax (GST) planning and compliance
- Tax considerations in matrimonial settlements
- Tax effects of buying/selling a business
- Tax effective retirement and estate planning
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.
IRS Acceptance Agent
Preparation/certification of documents and follow through to receiving an Individual Taxpayer Identification Number for clients who require one from Internal Revenue Services.
Business Advisory Services
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.
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.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
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.
Debt Restructuring
Acquiring your first business loan or renewing existing debt is important to the growth of your business. We can work with you and your lender to provide the best solution.
Bookkeeping Services
Record Keeping
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 training of the day-to-day tasks associated with bookkeeping, or we can provide the complete bookkeeping preparation.
Payroll Services
As a business grows it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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 have knowledge of these programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.
