AM ACUMEN • Services

By: Am Acumen  09-12-2011
Keywords: Accounting, Retirement, financing

Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison.

We have listed various client requirements matched with our services offered. The list below is by no means comprehensive. Please feel free to

about a service if you do not see it listed.

Client Requirements

 

Offered Services

Business Development

  • Business profitability & improvement
  • Exporting
  • Required financing
 

Business Development

  • Financial analysis of last 3 years
  • Anaylisis to determine areas of export strengths and weaknesses
  • Preparation of business plan & bank presentation; preparation of cash flow projections & forecasts

Financial Coaching

  • Personal cash flow issues
  • Outlook for retirement
 

Financial Coaching

  • Prepare monthly personal worksheets, budgets, and individual net worth statements
  • Review retirement goals, review personal assets, and prepare a pro-forma of future asset requirement and income stream to support you in retirement

Strategy

  • Corporate creditor proofing
  • Purchase or start-up of new business
  • Canadians living abroad
  • Retirement
  • Minimize probate
  • Liability, business interruption, life and disability insurance
 

Strategy

  • Use of holding companies
  • Corporate structuring, shareholder agreements
  • Corporate restructuring/reorganization
  • Non-resident status implications
  • Family & business succession
  • Review wills & beneficiary designations
  • Review and make suggestions

Taxation

  • Preparation of corporate and personal tax returns
  • GST & PST
  • Tax and related audits
  • Demand from CRA
  • Not filing tax returns
  • Tax deferral &reduction strategies
 

Taxation

  • Tax planning & compliance
  • Commodity tax set-up, compliance, and monitoring
  • Assistance with corporate, payroll, GST, PST, personal tax, and WSIB audits
  • Fairness proposals to CRA
  • Voluntary disclosures
  • Income splitting, owner/manager remuneration, use of trusts, estate freezes, utilizing available capital gains exemption, minimize taxes on death

Accounting

  • Financial statements
  • Bookkeeping
  • GST & PST
  • T4s, T4As, T5s, T5018
 

Accounting

  • Compliance accounting
  • Prepare and maintain a general ledger, accounts receivable & accounts payable, etc.
  • Assistance with preparation and reconciliation of GST & PST returns
  • Preparation and reconciliation of various information slips

Keywords: Accounting, financing, gst, Retirement, Tax

Contact Am Acumen

Email - none provided

Print this page