Services
Financial Advisory Services
- Business Consulting
- Financial analysis
- Corporate finance assistance
- Corporate reorganizations and succession planning
- Advisory services for business start-ups
- Business Succession Planning
- Management Advisory Services
- Purchase and Sale of a Business
- Financial projections and forecasts
- Design, implementation and documentation of financial controls and business systems
- Accounting Software Selection & Implementation
- Financial Planning
Personal Taxes Services
- Personal tax preparation and planning
- Integration of business and personal tax plans
- Tax advice and preparation for sole proprietors and commissioned salespeople
- Providing advice on current tax legislation changes
- Estate planning and taxation
- Retirement Planning
- Tax reduction strategies such as tax shelters, income splitting and incorporation
- Providing knowledgeable tax advice on complex investment instruments and portfolios
Corporation Services
- Bookkeeping/Write-Up
- Bookkeeping (Monthly/Quarterly/Annual)
- Compilation of financial statements
- Notice to Reader Financial Statements
- GST and PST advisory and compliance
- Payroll Services
- Estate & Trust Tax Preparation
- Tax Planning & Preparation
- Cash Flow & Budgeting Analysis
- Financial Forecasts & Projections
- Corporation Registration
- Accounting system setup for new businesses
- Accounting software advice and training
