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.
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.
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.
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 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.
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| 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.
include assistance with bookkeeping, remittances, payroll, and T-slip preparation.
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 services include formation plans, preservation
of assets, ease of transfer, allocation of assets, and proper minimization of tax.
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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 services include assistance with personal financial and tax planning, retirement planning and assisting
the financial decision process such as lease vs buy decisions.
Business valaution services include assistance
with the valuation of a business or group of businesses, corporate restructuring, arranging financing, and review of shareholder and
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.
& 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.