| 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
*Compilation of financial statements
*Audits and reviews
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| Tax Planning & Preparation |
| 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.
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| 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:
*Accounting software selection and implementation
*Business valuations
*Buying/selling a business
*Business process improvement
*Computer systems
*Financial & retirement planning
*Estate planning
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| Compilations |
| 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.
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| Bookkeeping/Write-Up |
| Meaningful,
well-organized financial records ensure that your business operations
will run more efficiently on a daily basis and are the foundation of a
successful business. Our qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
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| Financial Statements |
| 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.
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| Cash Flow & Budgeting Analysis |
| A
business can be profitable and still run into trouble due to cash flow
issues. We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track cash-flow sources
and uses.
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| Financial Planning |
| A
properly structured financial plan enables you to face any financial
challenge that may present itself at each stage of your life. Through
the financial planning process, we can help you assess your financial
needs and develop strategies that will enable you to achieve your goals
and strengthen your financial security.
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| Financial Forecasts & Projections |
| Forecasting
is a necessity when trying to effectively manage and lead a business to
profitability. From simple projections to complex financial modeling,
our experienced staff can assist you in achieving your company's
financial goals.
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| Forensic Accounting |
| We
use accounting and auditing skills to provide an analysis of financial
records in conjunction with dispute resolutions, as well as fraud and
theft investigation. Our damage measurement methods can determine the
extent of financial loss and illegal accounting practices.
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| Estate & Trust Tax Preparation |
| Effective
estate planning facilitates the orderly transfer of assets to your
beneficiaries, provides security for your surviving spouse, and can
reduce or eliminate the tax due on the transfer of your business and
other assets. For business owners, providing for business continuity
and succession of ownership is essential. We can guide you through the
complex process of getting your financial affairs in order.
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| Federal and Provincial Sales Tax (GST, HST, PST and QST) |
| Many
of our clients are responsible for collecting and submitting sales
taxes in many different jurisdictions. We can assist your company in
the compilation of information and preparation of sales tax returns,
and in controlling your sales-tax-related costs.
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| Payroll Services |
| 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.
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| Accounting Software Selection & Implementation |
| 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.
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| Business Consulting |
| 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.
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| Business Succession Planning |
| Effective
transition of your business to your successors is critical to its
continued prosperity. With a solid background in tax, succession and
estate planning, and other financial matters, we are fully qualified to
address the complex issues of business continuation.
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| Business Valuations |
| A
professional and objective business valuation is a necessary component
of many transactions, such as purchase, sale or reorganization of a
business, shareholder and partnership agreements, matrimonial
settlements, or estate proceedings. Our experienced team will provide
you with an objective and accurate valuation of your business assets
and goodwill.
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| Computer Consulting |
| Whether
you are contemplating the addition of new computer hardware or
overhauling your network, our experienced staff can assist you with
many of the difficult decisions that must be made when designing your
business's computer systems.
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| Estate Planning |
| Effective
estate planning facilitates the orderly transfer of assets to your
beneficiaries, provides security for your surviving spouse, and can
reduce or eliminate the tax due on the transfer of your business and
other assets. For business owners, providing for business continuity
and succession of ownership is essential. We can guide you through the
complex process of getting your financial affairs in order.
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| Purchase and Sale of a Business |
| Preparation
and planning are key to the successful purchase or sale of a business.
Our team can assist you with all aspects your transaction, including
valuation, cash flow analysis, tax minimization and transition
planning.
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| Retirement Planning |
| Successful
implementation and periodic review of your financial plan will ensure
financial independence during your working years and through your
retirement years.
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| 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
*Corporate recovery
*Asset protection
*Debt Management
*Business start-up or expansion
*Bankruptcies
*Litigation support
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
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