Services

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
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Compilation of financial statements

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 bookkeeping services including, but not limited to the following:

• Accounting system setup for new businesses
• Bank reconciliation (Monthly/Quarterly/Annual)
• Accounts receivable and Accounts Payable reconciliation (Monthly/Quarterly/Annual)
• Payroll services
• Tax remittances (Payroll, WSIB, EHT, HST)
• Filing HST returns (Monthly/Quarterly/Annual)
• Budget and cash flow preparations
• General ledger & financial statement preparation
• Compilation of financial statements

We also take pride in providing reliable bookkeeping services for those having corporate investment accounts. This includes:

• Reconciling cash and book value
• Keeping track of historic coste base and Return of Capital
• Appropriate allocation of investment income
• Reconciling investment income per tax slips (T3s, T5s)
• Providing periodic reports for review (capital gains/loss, Investment income summary)

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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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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.

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 have knowledge of most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.

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.

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
• Computer systems
• Financial & retirement planning
• Estate planning

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.

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

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 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

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.

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
• Corporate recovery
• Asset protection
• Debt Management
• Business start-up or expansion
• Bankruptcies
• Litigation support
• Cash flow forecasting
• Employee benefit plans
• Expert witness services

We will prepare your returns for you.

We will provide payroll services and complete your WSIB filings as required.