Services

Accounting services to meet your every need

Assurance and Financial Reporting

Ensuring financial transparency and stability is vital for any business. Our team offers annual financial statements, compliance audits, and specialized investigations to enhance profitability and reduce risk.

  • Conducting compliance audits, and reporting on risk areas
  • Financial projections and forecasting
  • Special assignments and investigations for shareholders, banks, potential investors and others
  • Notice to Reader, Review Engagements and Audit Engagements for a variety of users including owner-managers, banks, shareholders, taxation and other government agencies
  • Special purpose reports to lenders
  • Design and implementation of internal controls

Tax Planning

Effective tax planning is key to long-term financial success. We help clients proactively manage personal and corporate tax strategies, including succession and retirement planning, to optimize results.

  • Pro-active co-ordination of personal and corporate tax strategy
  • Estate, succession and retirement planning
  • Corporate reorganizations

Tax Compliance

Staying compliant with tax regulations is critical. We handle the preparation of various tax returns and assist with voluntary disclosures, ensuring that your obligations are met efficiently.

  • Preparation of personal and corporation tax returns, estate and other trust returns
  • GST/HST compliance
  • Charity and Non-profit Organization returns
  • Income tax appeals
  • Voluntary disclosures
  • Research and Development tax credits

Transaction Services

Successful business transactions require careful planning. We offer strategic advice on buying, selling, and structuring deals to maximize value and minimize risk.

  • Buying / selling businesses, negotiating strategy, due diligence
  • Buy-side structuring
  • Sell-side presale advisory
  • Advising on Shareholder Agreements and related insurance issues

Business Advisory Services

Strong business strategy drives growth and profitability. Our advisory services include cash flow projections, employee retention strategies, and SWOT analysis to help your business succeed.

  • Cash flow projections
  • Feasibility studies
  • Review of bank credit facilities and services
  • Key employee retention strategies and compensation review
  • Profit planning and monitoring for businesses
  • Strategic business planning
  • Analysis of company strengths, weaknesses, opportunities and threats (SWOT)