Client Services

We offer a wide range of services to our individual and business clients. Our clients enjoy personalized, professional service marked by accessibility that is unique to a boutique firm.

Below is a list of the services that we offer to our clients, together with a brief description.


ACCOUNTING SERVICES

Audits, Reviews and Compilations

An engagement to prepare financial statements is also an opportunity to gain an understanding of your business which will in turn generate fruitful discussions about improving your operations.  We provide financial statement engagements at all three levels of assurance:

Audit – a detailed examination resulting in the highest level of assurance. This is appropriate to meet regulatory requirements or may be required by a bank for greater levels of financial commitment.

Review – discussion, comparison and analysis are the basis of a review which results in a test of the plausibility of the financial statements. This type of engagement is appropriate to provide a variety of readers of your financial statements with comfort, including certain regulatory bodies, banks (for more significant loans), potential buyers of your company, etc.

Compilation – this type of engagement is typically used for tax filing purposes and in the absence of financial interests of external stakeholders a compilation report may be all you need.

With owner-managed businesses, at the completion of any of these engagements, the business advisory function begins with the interpretation of the financial statements.

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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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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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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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TAX SERVICES

Estate & Trust Tax Preparation

We can assist you in the preparation of a family member’s estate returns or family trust returns created as part of your succession planning.

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Income Tax Compliance

From the routine to the complex, our professional training positions us to assist you in the preparation of your personal, corporate and trust returns by taking advantage of the most recent tax legislative changes and planning the integration of your corporation and personal returns.

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Tax & Estate Planning Services

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and children, and will minimize the tax due on the transfer of your business and personal assets. Providing for business continuity and succession of ownership is an important consideration for business owners.

We are trained to address pre and post-mortem tax planning to ensure your estate is maximized. The proper drafting of your will and your shareholders’ agreement are an integral part of this planning.

In the event of the sale of your business during your lifetime, proper estate planning can also minimize the tax on the sale through various techniques including the utilization of family trusts.

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Federal and Provincial Sales Tax (GST, HST, PST) and WSIB

We can assist you with compliance with GST, HST, PST and WSIB legislation as well as direct you through the audit process.

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CONSULTING SERVICES

Purchase and Sale of a Business

Planning and analysis are paramount to the successful purchase or sale of a business. We can assist you with the tax planning and negotiation of the transaction including the most tax effective structure. 

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Business Advisory Services

We can assist you in reviewing your operations for inefficiencies and lost opportunities for profit. Most importantly we act as an ongoing “sounding board” for the owner-manager on a wide variety of business issues. Examples may include leasing vs. buying, assessment of new equipment purchases, staffing issues, budgeting and cash flow projections, product costing, etc. You can count on us for innovative and sound advice.

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Succession Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and children, and will minimize the tax due on the transfer of your business and personal assets. Providing for business continuity and succession of ownership is an important consideration for business owners.

We are trained to address pre and post-mortem tax planning to ensure your estate is maximized. The proper drafting of your will and your shareholders’ agreement are an integral part of this planning.

In the event of the sale of your business during your lifetime, proper estate planning can also minimize the tax on the sale through various techniques including the utilization of family trusts.

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Business Financing

We are well positioned to assist you with your financing needs through our awareness of the financing products available from both chartered banks and others. We can assist you in determining your needs and preparing the necessary documents that will be needed for a financial institution to assess your company’s application.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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OTHER SERVICES

Start-up and Home-based Businesses

We can assist you in setting up your business by advising on accounting systems, GST or PST registration, employer registration, attaining bank financing and reviewing the benefits of incorporating.

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Not-for-profit (including charities)

We can assist your organization in the preparation of financial statements and with designing financial systems and processes to safeguard the organization’s assets. We can also prepare your Annual Charity Tax returns.

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