Services

Compilations

Preparation of financial statements based upon client provided information. Generally compilation services are suitable where financial statements are primarily for internal use and tax compliance. No assurance is provided with compilation services.

Tax Services

We provide a full range of tax services from basic compliance to advanced tax planning and reorganizations. Our services will identify key tax planning opportunities that minimize both current and future tax liabilities. Tax services offered include, but are not limited to:

• Tax planning for individuals, corporations and estates
• Tax and Information Return preparation for
  • Individuals
  • Corporations
  • Estates and trusts
  • Not-for-profit organizations
• GST/HST and PST compliance
• Tax effects of buying/selling a business

Business Advisory Services

These services can help your business to identify and find solutions for areas negatively affecting profitability and growth. They will develop and provide real-world solutions that are practical and technically sound.  The following are just a few of the areas in which I provide advisory consulting services:

• Business and profitability analysis and strategic planning
• Cost and expense analysis and planning
• Business process improvement
• Financial, wealth accumulation and retirement planning
• Accounting software selection and implementation

Business Succession Planning

For business owners, providing for business continuity and succession of ownership is essential.  Proper advanced planning is critical to ensure that your business legacy and / or associated accumulated wealth is transferred to the next generation in the smoothest and most tax effective manner possible. I can guide you through this complex process and work with you to formulate your business succession plan.
 
Estate Planning

Effective estate planning facilitates the orderly transfer of your assets to the next generation, provides security for your surviving spouse or heirs, and can minimize the tax due on the transfer of your assets.  I can guide you through the complex process of getting your financial affairs in order and work with you to formulate your estate plan.
 
Financial Forecasts and Projections
 
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, my experience can assist you in achieving your company's financial goals.
 
General Business Services

Access to accurate financial information in a timely manner is the foundation upon which a successful business is built. With a solid foundation of well-organized financial records a business is able to operate efficiently on a daily basis, adapt to changes in the business environment and take full advantage of opportunities as they present themselves.

I provide a full range of cost effective business services including the following:

• bookkeeping (monthly/quarterly/annual), including
• transaction accounting for:
  • • cash receipts and disbursements
    • sales invoices
    • accounts receivable
    • accounts payable
  • maintaining the General Ledger and General Journal
  • financial statement preparation
• accounting system setup for new businesses