Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service in the following areas:


Tax Services

Tax Services - Overview

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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Tax Planning & Preparation - Personal Taxes

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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Tax Planning & Preparation - Corporate Taxes

Tax planning and preparation form a winning combination for our successful corporate business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

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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 and PST)

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.

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Accounting Services

Accounting Services - Overview

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:

  • Financial statement preparation

    • Review engagement financial statements

    • Notice to Reader financial statements

  • Bookkeeping (Monthly/Quarterly/Annual)

    • Customized bookkeeping to suit your business needs

    • Accounting system setup for new businesses

    • Software training & support

    • GST \ HST reporting

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Financial Statements Preparation

We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

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 two levels of assurance:

  • Review Engagements -
    • some analytical procedures conducted with limited assurance
    • usually required when significant financing is involved
  • Compilation or Notice To Reader Engagements
    • based upon client information provided
    • used primarily for internal use
    • and filing with the tax department.

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Bookkeeping Services

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.

We also provide bookkeeping training & support services for business owners who want to do their own bookkeeping.  Manual bookkeeping or computerized it is your choice.  We are currently training and supporting Sage 50 (formerly Simply Accounting) and Quickbooks software programs.

If you started a new business and need help setting the books for you to do the bookkeeping we can assist with that as well.

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Consulting Services

Business Consulting - Overview

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.  We draw on years of our own experience, as well as, experience from all our clients' businesses to help your business succeed.

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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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New Business Startups

Starting a new business and don't know what do next?  We do.  We will help to ensure you get started on the right foot.  Government compliance can be intimidating let us clarify your options and provide direction on what you need to do next.

Starting a new business and need a cash flow projection to complete your business plan to get that start up financing from your bank? We can help with that too!  Flexible cash flow projections allow you to project the best and worst case scenarios so you are prepared no matter what the future brings.

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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 some basic valuation, cash flow analysis, tax minimization and transition planning.

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