Our Offered Services
Financial Statement Preparation
We prepare Financial Statements for over 150 Corporations. Our Financial Statement reporting can be simple or complex depending on the size of the company and needs of the owners. The annual or interim financial statements are reviewed in detail with management. This creates an opportunity to discuss other business issues, including tax planning, financing, government incentives, sales taxes and long-term goals. We will meet your needs for stewardship, management and tax return compliance.
Taxation (Canada & US)
We are E-file registered in Canada for both corporate and personal income taxes. The firm is also registered with the Internal Revenue Service for US personal and corporate tax filings. After filing, we will represent you in discussions with the tax authorities if an issue arises. Our tax minimization strategies are personalized based on your overall taxes from business to personal level. We also team with various financial institutions and investment adviser to offer our clients more tax-efficient solutions.
Trusts and Estates
We have over 15 years of experience working with estates. This includes preparing the final tax returns, subsequent trust returns, applying for clearance, corresponding with the legal advisors and consulting with the trustee on various estate matters. Our firm also handles the annual tax filing and planning for a number of family trusts.
Our bookkeeping service is not only an affordable and efficient way to get small to large sized businesses up-to-date but it is also a scorecard which will show you how your business performs. An experienced bookkeeper will be assigned to each of our clients, and his/her work is reviewed by the two Partners, Blair and Lional. We do believe proper bookkeeping is the cornerstone of all proper financial reports and tax returns.
We are specialists in QuickBooks, QuickBooks Online, Quicken, and Sage 50 (formerly Simply Accounting) software packages.
Our controllership service offers clients full cycle accounting management and strategic planning. After monthly/quarterly bookkeeping is finished, we will sit down with client to go through transaction details and compare prior period(s) and/or budget numbers. Based on the analytic results, we can help you to make any necessary improvements and decisions. By taking this extra step, we can help clients to manage and grow the business effectively.
Outsource your accounting to us so that we can help you deal with the day-to-day burden of financial reporting processes including controlling payables and receivables, reconciling bank balances, negotiating ever-changing taxation laws and transforming raw financial data into real business information that can help you grow your business.
Our expertise in debt/equity can you help you make a smart decision in whether your need you equity financing or taking a loan for your business. We will work with you to assess your situation and provide an answer on whether you need to apply for a business loan or begin the process to search for an appropriate investor.
We know that the effectiveness of a business can benefit greatly from corporate structuring. After completing a corporate structure review, we can assess you tax efficienty and legal liability among other things. Our experience and knowlege can help you determine the appropriate corporate structure for your business based on your goals and needs.
Regulatory Compliance Services
Regulatory compliance is a big issue especially in the post Sarbanes-Oxley world and ongoing concern with many companies in Canada. We can help you keep track of all the complex regulatory requirements that your organization faces while you focus on running your day-to-day operations.
We will work with you to help you to design, develop, and review your internal human resources programs and policies. We will cover areas such as talent management, employee recognition, change management, recruitment, leadership development, workforce planning and compensation all the while focusing on reaching your operational goals.