Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.
THE PERSONAL TOUCH
One of the benefits of a smaller accounting firm is the amount of personal attention you receive. You’ll get to know us by name. You will have continuity in the people who oversee your work. Part of our commitment is to maintain communication with our clients and to keep our eye on the big picture. This means we’ll keep you abreast of changes in federal and provincial tax laws that may specifically affect your situation. This close working relationship arms you with the information and the knowledge you’ll need to make the right choices.
WE WORK TO YOUR SCHEDULE
And to your budget. By the hour. By the day. Or by the week. Whatever works out best for you. Our goal is to be as flexible as possible. We can make ourselves available where and when you need us. With no pretensions. We treat every client with the same respect, offering the same conscientious attitude to every task we undertake, giving advice on what we believe is right for you.
Some businesses plan on aggressive growth, sometimes at the expense of employees and customers alike. While we look forward to increasing our ability to serve more people, we will never sacrifice our own high standards when it comes to ensuring that we do everything in our power to serve each and every client to the best of our ability. That’s our first priority.
We also urge our clients to establish their priorities first. Our philosophy is that money can only be used effectively as a resource that must be managed and related to clearly defined priorities, values and objectives. We will help you TAKE CHARGE, by providing, as needed, all the sound financial advice, budgeting, accounting and tax planning you’ll need to achieve your financial goals.
We take pride in our ability to translate complex financial issues into everyday language. This allows us to clearly outline all your options and helps you understand all the factors influencing your decision. When we work for you, accounting jargon, financial buzzwords and legal terms will be thoroughly explained. And if possible, avoided altogether. We will assist you in making effective decisions.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
We gauge our worth by the personal and business successes of our clients. 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
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.
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
- Compilation of financial statements
- Audits and reviews
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.
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.
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 day-to-day tasks associated with bookkeeping.
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.
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.
- Mergers & acquisitions
- Debt Management
- Business start-up or expansion
- Litigation support
- Cash flow forecasting
- Employee benefit plans
We prefer to take a proactive vs. reactive 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
- Provincial and federal commodity tax planning and compliance
- Tax considerations in matrimonial settlements
- Tax effects of buying/selling a business
- Tax effective retirement and estate planning
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.
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.
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.
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.
Federal and Provincial Sales Tax (GST, HST, PST and QST)
Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.