Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized service. 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.
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
Accounting system setup, including QuickBooks, Simply Accounting, AgExpert
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.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, We'll be 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
We gauge our worth by the personal, and business successes of our clients. We can help your business identify areas negatively affecting profitability, 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 I provide consulting services:
Accounting software selection and implementation
Buying/selling a business
Business process improvement
Financial & retirement planning
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
Business start-up or expansion
Cash flow forecasting
Employee benefit plans