Our firm offers a wide range of services to our small and large business clients. Our clients benefit from personalized, quality service that is beyond comparison. Below, are services that we offer to our clients.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
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.
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.
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.
Should you decide that maintaining your business records is not for you. Our office can complete your bookkeeping on a monthly basis and provide you with the necessary reports to help you manage your business.
Small businesses and non-profit organizations may not need or cannot afford a full-time Controller. Whatever organization you’re running, you know what your strengths are. And you also know that an organization such as yours has precious few resources to invest in growth. But just because bookkeeping, budgeting, financial database management and strategic business planning isn’t your company’s strength, that doesn’t mean you still don’t need to accomplish these tasks. A part-time Controller is a cost-effective solution for companies requiring financial expertise but without the budget or workload to require a full-time professional.
CRA Conflict Resolution
Assistance in completing filings in arrears both Personal and Corporate. Negotiate with CRA on behalf of the client regarding payment arrangements
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.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. 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.
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.
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