Personal Financial Planning
Personal financial planning is required at any stage of life. Whether you are a young professional, a family with children or an entrepreneur considering retirement, planning for a healthy financial future is essential. Our team of professionals will assist you in setting short and long term goals and objectives. As well, we can assist you with the preparation of budgets and cash flows, obtaining personal financing and overcoming financial difficulty.
Our staff will assist you in various business situations such as obtaining and restructuring financing, acquiring and selling assets or a business, corporate reorganization and insurance and estate planning. As professional accountants, we have the skills and experience to deal with most problems and barriers encountered in today’s business environment.
Information Technology and Systems
Enabling information technology and information systems is essential in today’s business environment in order to allow your organization to have access to timely and accurate reporting upon which to base your decisions. Your business may require a new or updated accounting system, an online point of sale portal or an executive dashboard.
We provide valuable advice based on our business knowledge coupled with expertise in technology, systems and processes. We can assist you in designing and evaluating new systems, processes and internal controls that focus on leveraging technology to achieve desired business objectives. We can also assess the risks associated with information technology and provide the insight and methodologies to help you mitigate these risks. As well, we will support project teams by providing project management services for system implementations and conversions.
Commodity Tax Consulting
We can provide advice and guidance on the administration of the Goods and Services Tax (“GST”), Provincial Sales Tax (“PST”) and Harmonized Sales Tax (“HST”). We will assist your business in obtaining a Vendor’s permit and determine the appropriate registration requirements for filings. We will advise you on the appropriate procedures for an objection or appeal to the government’s assessment of your tax accounts. In addition, we will advise you if there are opportunities to recover taxes from prior years.