Curry & Betts - Services

By: Curry Betts  09-12-2011
Keywords: Accounting, financing, Accounting Services

Our services include both compliance work and value added services. 

Compliance services involve all aspects of making sure that our clients comply with financial and tax regulations whether it be on a weekly, monthly, quarterly or yearly basis.  These services typically include financial statement and tax return preparation.

Value added services do not occurr on a regular basis but arise from unique situations such as business growth, investment opportunities or retirement.  These services are designed to add value to a business by providing research, planning and plan execution in order to help the client achive thier goals.

Assurance engagements
An assurance engagement (audit) is an examination of accounting procedures and records with the intent of verification.  An audit provides the highest level of assurance and allow accountants to express an opinion on the fairness of the financial statements.

Review engagements
A review engagement is an examination of accounting procedures and records to provide a moderate level of assurance.  A review engagement consists of significant analysis but less extensive work than an audit.

Compilation engagements
A compilation engagement is an examination of accounting procedures and records to collect, classify and summarize financial information.  A compliation engagement involves significantly less work than an audit or review engagement and is not typically accepted by external users of financial statements.

Personal tax returns
Personal tax services include preparation of individual, sole-proprietorship, and partnership tax returns as well as personal tax planning and other related services.

Corporate tax returns
Corporate tax services include preparation of corporate, not-for-profit, and charity returns as well as corporate tax planning and other related services.

Trust tax returns
Trust tax services include preparation of trust and estate tax returns as well as estate planning issues such as preservation of assets, ease of transfer, and proper minimization of tax.
Cash flow and pro-forma statements
Cash flow or pro-forma statements are estimates of the future operations of an organization. They are often required by lending institutions or government bodies in order to obtain financing.

Accounting services include assistance with bookkeeping, remittances, payroll, and T-slip preparation.

Tax planning
Tax planning services arise from a number of situations including market and economic conditions, growth of a business, age, investment opportunities, plans for succession and retirement.  They typically include personal tax plans, corporate restructuring, and plans for the purchase or sale of a business or business assets.

Estate planning
Estate planning services include formation plans, preservation of assets, ease of transfer, allocation of assets, and proper minimization of tax.

Business advisory
Business advisory services include incorporation planning, business planning, succession planning, establishing new business systems, reviewing accounting, reporting and management systems, and consulting with other advisors such as lawyers, bankers, and government agencies.

Financial planning
Financial planning services include assistance with personal financial and tax planning, retirement planning and assisting the financial decision process such as lease vs buy decisions.

Business valuation
Business valaution services include assistance with the valuation of a business or group of businesses, corporate restructuring, arranging financing, and review of shareholder and buy/sell agreements.

Consulting services include assistance with any accounting or business related issue that falls within our range of knowledge.

Agri-Invest and Agri-Stability

Agriculture and Agri-Food Canada have programs for farmers to stabilize farming income. Services include assistance with Agri-Invest, Agri-Stability, Crop Insurance, CAIS and NISA applications and reporting.

Computer & software set-up, training and support
Computer services include assistance with computer and network setup, accounting and finance software installation and setup, and accounting and finance software support.

Keywords: Accounting, Accounting Services, corporate tax, Estate Planning, financing, Personal Tax, Tax, tax planning, Tax Services