Client Services

Our firm offers a wide range of services to our individual and business clients.

Client Services

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.

Accounting Services

Accounting Services

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements
  • Reviews

Reviews and 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. We provide financial reporting on two levels:

  • Review – some analytical procedures conducted with limited assurance and beneficial when required to provide them to a 3rd party such as a lender or government authority as a condition of receiving grants or funding, or when selling a business.
  • Compilation – based upon client information provided and used primarily for internal use.
  • 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 to make financial decisions.

Bookkeeping

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 using both QuickBooks and Simply Accounting (two of the most popular programs being used today).

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.

Tax Services

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 either through a software program or manually, and assist in the preparation of all necessary payroll tax returns in a timely manner.

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 – Not-for-profit organizations
  • Tax effects of buying/selling a business
  • Tax-effective retirement and estate planning
  • Through continued investment in computerized tax preparation software, ongoing training, and utilizing effective research tools, we strive to prepare returns accurately and efficiently for individuals, corporations, partnerships, estates, and not-for-profit organizations.

Sales Tax (GST/HST)

Many of our clients are responsible for collecting and submitting sales taxes (GST/HST). We can assist your company in the compilation of information and preparation of sales tax returns whether you are a monthly, quarterly, or annual filer.

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and/or family, 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.

Consulting Services

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 of your transaction, including helping you obtain a valuation, cash flow analysis, tax minimization and transition planning.