What can we do?
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 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.
Reviews & 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 of assurance:
*Review - some analytical procedures conducted with limited assurance
*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 for making financial decisions.
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 for new businesses
*Compilation of financial statements
*Audits and reviews
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 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
- 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
U.S. and International Taxation
A record number of Canadian businesses and individuals have cross-border interests. Our team of experts can assist you in understanding the tax rules that may affect those interests, and in planning accordingly.
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
*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
*Expert witness services
Audit of Not for Profit Organizations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your mandate by allocating the right resources. We understand the unique nature of the Not for Profit reporting process and are experienced and well equiped to serve you.
Auditor's Report on Financial Information
We view our role in the financial reporting process as an opprotunity to provide constructive solutions for maximing your company's profitability and efficiency.
At times you might require a high level of assurance for a specific financial information. The most typical is "Auditor's Report on Gross Sales" required by the Landlord to get reliable info from from the tenant. This report is a cost-effective way to serve the purpose.
Entreprenurial Start-Up Package
Our package is designed to help you get up and running with a new business. All you need to do is identity a great business to buy and we help to to make the final decision. We Guarantee a fixed fee for this service, whereby you can get answere to unlimited questions through out the buying process.
Transfer Pricing Consulting
We help you to prepare the necessary documentation for the Transfer Pricing regulations under the Income Tax act
Small Business Financing
We help you to assess and prepare for getting the business financing
SR & ED Consulting
We help you to undertake and file the SR & ED claim with the Canada Revenue Agency