My firm offers a wide range of services to our individual and business clients. Listed are 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.
Reviews & Compilations
I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your Company's profitability and efficiency. I 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.
I 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.
Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Accounting system setup for new businesses
*Compilation of financial statements
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. My qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my 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
- Estates and trusts
*Federal GST tax planning and compliance
*Tax effects of buying/selling a business
*Tax effective retirement and estate planning
Tax Planning & Preparation
Tax planning and preparation form a winning combination for my successful individual and business clients. My experienced staff can develop tax-minimization strategies to optimize your after-tax position.
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. I can guide you through the complex process of getting your financial affairs in order.
Federal and Provincial Sales Tax (GST, HST, PST and QST)
Many of my clients are responsible for collecting and submitting sales taxes in many different jurisdictions. I can assist your Company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.
As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. My firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
I gauge our worth by the personal and business successes of our clients. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. I can help your Company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
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, I am fully qualified to address the complex issues of business continuation.
Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business. My team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
IT set-up and troubleshooting
We support QuickBooks - both desktop and online versions as well as Sage 50 accounting (formerly Simply).
Due to my diverse client base and experience, I encounter a wide array of financial and tax issues. As a result, I have gained valuable experience over the years in numerous specialized areas, many of which are listed below. I feel my ability to provide such a variety of services reflects my versatility and competency, as well as my dedication to quality client service.
*Business start-up or expansion
*Cash flow forecasting