Financial Statement Reporting

  • Financial statements preparation monthly and quarterly or as needed.
  • Notice to Reader – a year end compilation engagement based on management provided information and primarily for internal use.
  • Specialized reports such a financial projection for business startup plans, comparative reporting for business purchase or sale, business financing and other specialized reports as required.

Tax Compliance – Preparation and Reporting

  • Professional tax advice and planning for the business and shareholders on setup, reorganization and other available tax strategies.
  • Corporate tax returns (T2) planning and preparation in a seamless and worry-free manner.
  • HST preparation and filing on a timely basis.
  • Other specialized tax areas including capital gains or losses, ABIL, T-slip (T4, T4A, T5, T5018) preparation and filing.
  • Corporate tax audit assistance.
  • Personal tax planning and preparation for shareholders including bonuses, dividends and other remuneration planning.

Advisory Services 

  • Business start-up planning and advice
  • Consulting services for the purchase or sale business
  • Advice on business expansions and ongoing planning as needed
  • Winding up of both provincially and federally incorporated businesses
  • Other financial analysis tailored to the needs of your business to help in making sound strategic decisions.

Accounting and Training 

  • Software setup and training (Registered QuickBooks ProAdvisor) – QuickBooks, Simply Accounting
  • Bookkeeping training for business owners and/or staff.
  • Payroll processing and source deduction remittances.
  • Other ongoing needs of the business to allow management to focus on the performance of the business.