We provide a full range of accounting services, from basic bookkeeping and payroll preparation or assistance to computer accounting, including spread sheets. If desired, we are willing to come to your business premises to assist you with your accounting requirements. We believe we are able to meet the accounting needs of every client.
Our firm has performed audit services for a variety of businesses and organizations for many years, including the forest and construction industries, as well as real estate and law firms. We are currently the auditors for several large non-profit organizations in the North Okanagan.
If you are planning to purchase a new computer system or new accounting software, we are available for consultation. Consulting with your accountant before purchasing software could result in great savings by purchasing the best program to suit your needs, and eliminating needless frustration and wasted time. We are also available to assist our clients with most of the commonly used accounting programs.
Financial Forecasts & Budgets
We will work with you to prepare a financial forecast in your endeavour to obtain financing for your new or expanding business, or alternately help you control the cash flow and profit of your business through budget analysis.
Financial Statement Preparation
Whether you require a full review financial statement or a notice to reader report, our staff are fully trained and experienced to provide these services. We also prepare computer-generated financial statements for the proprietors or partners of small or home-based businesses for inclusion in personal income tax returns.
Income Tax Planning & Preparation
The income tax and G.S.T. rules are constantly being revised by Canada Revenue Agency. We keep up-to-date on these regulations in order to minimize taxes.
We prepare and file both corporate and personal income tax returns, as well as G.S.T. returns for those clients who require assistance. We also provide assistance in preparing and filing other required tax forms such as T4s and T5s, T3s for estates, W.C.B. reports, etc.
Many owners and managers of thriving businesses know that efficient accounting records are essential. We assist our clients in selecting and setting up the most appropriate system for their accounting needs and provide ongoing assistance as required.
We are able to assist you in other important decisions regarding lease/purchase options, buy/sell agreements, calculating earnings lost due to accident or injury, estate planning, etc.
We also help our clients keep up to date on current business trends through a bi-monthly newsletter, "Business Matters," published by the Canadian Institute of Chartered Accountants. This newsletter is provided free of charge to our clients.