| Accounting
Services |
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Providing financial
information to our clients in a timely
and accurate manner is a commitment
that we feel can not 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:
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General ledger &
financial statement preparation
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Bookkeeping (Monthly/Quarterly/Annual) |
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Accounting system setup for
new businesses |
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Computerized payroll services
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Personal financial statements
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| Accounting
Software- Selection and Implementation |
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With the number
of computerized accounting software
packages available for small businesses
and individuals growing every day,
selecting one that is right for you
has become increasingly difficult.
As accounting professionals, we are
exposed to most programs through trade
journals and actual use. Our experienced
staff can help you choose and implement
the system that best fits your needs.
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| Bookkeeping/Write-Up |
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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. |
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| Business
Consulting |
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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.
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| Business
Succession Planning |
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Effective coordination
of the transition of your business
to your successors is critical to
ensure its continued success once
you decide to remove yourself from
the company's day to day operations.
With a solid background in tax and
other financial matters, we are fully
qualified to address the complex issues
of business continuation and can assist
you in developing a strategically
sound plan.
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| Buying
& Selling a Business |
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Structuring the
purchase or sale of a business properly
is a critical step in the process
of buying or selling a business. Our
competent staff has experience to
guide you through the acquisition/disposition
process by addressing such issues
as cash flow analysis and tax considerations.
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| Cash
Flow & Budgeting Analysis |
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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.
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| CRA
Representation |
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During our years
of experience dealing with the many
taxing authorities, we have achieved
a level of competence that can ensure
our clients they are being properly
represented before the various federal
and provincial tax agencies.
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| Estate
& Trust Planning |
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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 of getting your financial
affairs in order.
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| Financial
Forecasts & Projections |
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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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| Financial
Statements |
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We can assist you
in the preparation of your financial
statements in accordance with professional
standards. The financial statements
produced can be a useful tool for
management for making financial decisions.
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| Financing
Arrangements |
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Finding short and
long term financing for all businesses
is a critical and necessary ingredient
for success. We can assist in arranging
for the best alternative solution
for our clients needs. This enables
them to have the appropriate funding
necessary to maintain and grow their
enterprises.
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| Management
Advisory Services |
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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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| Compilations |
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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 a compilation
format-based upon client information
provided and used primarily for internal
use.
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| Tax
Planning |
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Tax planning is
an essential element of the tax preparation
process. By making tax planning part
of your overall business strategy,
you can use our experience and access
to the most current new developments
in the tax laws to minimize both your
current and future tax liabilities.
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| Tax
Preparation |
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Our significant
investment in computerized tax preparation
and research software enables us to
accurately and efficiently prepare
returns for various types of entities
including individuals, corporations,
partnerships, trusts, estates, and
not-for-profit organizations.
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| Tax
Services |
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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:
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Tax planning &
return preparation - Individuals
- Corporations |
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Tax effects of buying/selling
a business |
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