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We can help you right from the start of the business reporting cycle:
BOOKKEEPING ASSISTANCE
- Monthly or quarterly input
- Assistance with setting up bookkeeping and information systems.
- Assist with setting up and supporting accounting software such as "Simply Accounting" and "Quickbooks".
- GST Returns
- Payroll calculations
- Records of employment
- Workers compensation reports
We are well known for doing what it is that accountants do:
FINANCIAL STATEMENT PREPARATION
- Financial Statements prepared with one of three levels of reports:
- Notice to Reader
- Review Engagement Report
- Audit Report
- Cash Flow Projections
- Financial Forecasts, Budgets, Pro-forma Financial Statements
- Bank Representations
We help our clients meet the various governmental compliance requirements:
INCOME TAX PREPARATION
- Personal, Corporate or Estate
- Canadian or US returns
- Current and prior years
- Electronic Filing for personal and corporate tax returns
OTHER TAX AND INFORMATION RETURNS
- PST Returns
- T4, T4A, T5 and NR4B information slips
- NISA forms
- T3010 Charity Information return
We can also help you to ensure that your corporate affairs are structured wisely:
TAX AND FINANCIAL PLANNING
- Corporate Reorganizations
- Rollover of Property to Corporations
- Succession Planning
- Estate Planning
- Family Trusts
- Individual Pension Plans
- Sale/Purchase of a Business
- Retirement Planning
- Income Splitting
- Purchase Vs. Lease Decisions
- Business Valuations
- Personal Financial Planning
For those who are looking for their accountant to help take their business to the next level of success, we also offer:
BUSINESS DEVELOPMENT SERVICES
- Business Plans
- Consulting Services
- Employee Training Seminars
- Mission Statement Development
- Key Performance Indicator Tracking
- Client Advisory Board Facilitation
- Business Advisory Services
We work with clients to develop businesses that work - helping the owners to make more money, enjoy more free time and have more fun.
LIFESTYLE MANAGEMENT PROGRAMS
- For those who like to get away on extended holidays or go south for the winter, we offer a program to assist you in your financial affairs while you are away. We will take care of paying monthly bills, corporate or personal tax installments and making deposits. This will free you from the worry of taking care of these matters while you are away.
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