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Client Services

Our firm offers a wide range of services to our individual, corporate, and not-for-profit organization clients. Our clients benefit from local, personalized, and quality services by professionals with years of experience. A listing of some of these services, including a brief description, is included below.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Accounting Services


Accounting 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
  • Cash flow & budgeting analysis
  • Compilation of financial statements
  • Audits and reviews

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Consulting Services


Consulting Services

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:

  • Business consulting
  • Buying/selling a business
  • Business process improvement
  • Management advisory services
  • Business succession planning
  • Retirement planning
  • Estate planning

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Other Services


Other Services

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
  • Business start-up or expansion
  • Litigation support
  • Cash flow forecasting

 

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Tax Services


Tax Services

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

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CHARTERED PROFESSIONAL ACCOUNTANTS