| Audits, Reviews and 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. We provide financial reporting on all three levels of assurance:
*Audit - an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. |
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| Bookkeeping/Write-Up |
| For some businesses, outsourcing of the bookkeeping function provides the owners and managers an opportunity to concentrate on what they do best: Growing the business.
We will redirect all your vendor invoices to our address and manage your accounts payable, pay your bills and deal directly with vendor inquiries. We will provide you with meaningful, well-organized, relevant and reliable financial statements that will ensure that your business operations will run more efficiently on a daily basis; the foundation of a successful business. |
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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 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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| Personal, Corporate, Estate Tax Services |
| Fast and accurate professionally prepared tax returns. |
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| Business Plans |
| Simple or complex business plans for all purposes. We will work with you to highlight the strength and key success factors of your business. |
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| Small Business Consulting |
| Buy/Sell decisions, Financial difficulties, Employee requirements, Computer Software and hardware requirements |
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| Accounting Software Consulting |
| We will help you choose the appropriate software for your business and offer training and support. |
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| Financial Statement Analysis and Reports |
| We will analyse your financial statements and provide a detailed report of our findings. |
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| Personal CFO |
| You will be assigned your own personal Chief Financial Officer. The CFO will be responsible for ensuring your Financial records are well organized and provide you with a clear overall picture. Your bills will be paid on a timely manner and vendor inquiries will be dealt with. Summarized monthly financial statements will be provided on a timely basis. The objective of a personal CFO is to leave you enough time to spend with your family and to provide some needed leisure time. |
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| Need Financing? |
| We will help you put a proposal together and submit it to a financial institution. We will be with you step by step all the way until the funds are securely in your possession. |
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| Section 85 Rollover |
| The income tax act allows you to spin some assets into a whole new company without paying tax. Create some flexibility in the running of your business. Ask us how. |
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| Strata Property Accounting |
| Self-managed strata corporations will benefit from years of strata property accounting experience. Contingency reserve accounting. Building envelope repair accounting. Strata fee schedule preparation and budgeting. |
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| Dealing with Revenue Canada (CRA) |
| Are you in trouble with CRA? You may have failed to file tax returns or may owe back taxes. Or you may have received an urgent notice to pay arrears. Such events may be traumatic to most individuals, however it shoudn't be. Give us a call. We will engage CRA on your behalf and we will help to solve the problem. |
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| CRA Voluntary Disclosure Program |
| The purpose of the Canada Revenue Agency's(CRA) Voluntary Disclosure Program (VDP) is to promote voluntary compliance with the accounting and payment of tax provisions under the Income Tax and Excise Tax Act.
The VDP encourages clients to come forward and correct deficiencies to comply with their legal obligations. It is a fairness program that is aimed at providing clients with an opportunity to correct past omissions without penalty. Ask us how you may qualify for the program. |
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| Review of planning document |
| We will review your planning document before you present it to your employees. Our review will simplify the document by cutting out and replacing phrases and expressions like "Think outside the box", "paradigm shift", "competitive dynamics", "cost synergies", etc. By simplifying the planning document, all employees will clearly understand what is required of them. |
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Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.