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Client Services

Our firm offers a wide range of services to entrepreneurs, businesses and not-for-profit organisations. Our clients benefit from personalized and high quality services, which require that we invest in acquiring a good knowledge of their business activities, enabling us to better serve them and help them find opportunities to improve their business processes.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Services

Audits and Reviews

The purpose of an audit is to enhance the level of confidence that financial statements project to users. Financial statements being audited come from the entity itself and are prepared by the management team of the company with oversight from those charged with governance. Our role as independant auditors is to provide an opinion indicating if said financial statements were prepared, in all material aspects, in accordance with an applicable financial reporting framework.

In a review of financial statements, our role consists to express a conclusion aiming to increase the users confidence over the the preparation of the financial statements of said entity according to an applicable financial framework. This conclusion rests on the acquisition of limited assurance. We therefore rely on information requests and analytical procedures to collect all relevant, sufficient and appropriate elements. We can then deliver our conclusion on financial statements in their entirety, in accordance to Canadian review engagement standards.

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, as well as our clients' business objectives and processes, we are in a position to identify key tax planning opportunities that minimize both their current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

  • Tax planning for individuals and corporations
  • Tax return preparation
  • Analysis of fiscal consequences of financial transactions
  • Review and follow-up of notices and communications from fiscal autorities

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

  • Buying/selling a business
  • Business reorganization
  • Business start-up
  • Business process improvement
  • Assistance with financing research and implementation
  • Debt planning
  • Cash flow planning and budgeting
  • Estate planning
  • Accounting software selection and implementation

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • Preparation of financial statements
  • Bookkeeping 
  • Accounting system setup
  • Training and assistance in bookkeeping

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