Client Services

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.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)
  • Accounting Services
  • Tax Services
  • Consulting Services
  • Other Services
  • Compilations
  • Bookkeeping/Write-Up
  • Financial Forecasts & Projections
  • Financial Statements
  • Federal and Provincial Sales Tax (GST, HST, PST and QST)
  • Payroll Services
  • Tax Planning & Preparation
  • Accounting Software Selection & Implementation
  • Business Consulting
  • Financial Planning
  • Purchase and Sale of a Business    

      Accounting Services
    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

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      Tax Services
    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

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      Consulting Services
    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

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      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.

    *Mergers & acquisitions
    *Corporate recovery
    *Asset protection
    *Debt Management
    *Business start-up or expansion
    *Bankruptcies
    *Litigation support
    *Cash flow forecasting
    *Employee benefit plans
    *Expert witness services

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      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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
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      Bookkeeping/Write-Up
    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.
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      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.
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      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.
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      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.
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      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.
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      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.
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     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 most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.
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      Business Consulting
    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.
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      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.
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      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 valuation, cash flow analysis, tax minimization and transition planning.