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Client Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized and quality service. We have listed the services that we offer to our clients, together with a brief description.


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


Accounting Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.

We provide financial reporting on all three levels of assurance:

*Audit - an intensive examination with the highest level of assurance. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

*Review - analytical procedures conducted with limited assurance

*Compilation - based upon information provided by the client.

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:

*General ledger & financial statement preparation

*Accounting system setup for new businesses

Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve. Our experienced staff can develop tax-minimization strategies. Tax services offered include, but are not limited to:

*Tax planning for individuals and corporations

*Return preparation for

- Individuals

- Corporations

- Estates and trusts

*Provincial and federal commodity tax planning and compliance

*Tax considerations in matrimonial settlements

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

U.S. and International Taxation

A record number of Canadian businesses and individuals have cross-border interests. Our stategic alliances with U.S. and other international firms can assist you in understanding the tax rules that may affect those interests, and in planning accordingly.

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information, preparation of sales tax returns and providing support during government audits.

Consulting Services

Consulting Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

We have gained valuable experience over the years in numerous specialized areas, some of which are listed below:

*Buying/selling a business

*Business valuation support

*Business process improvement

*Business start-up or expansion

*Debt & financing services

*Accounting software selection and implementation

*Litigation support

*Expert witness services

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation support, cash flow analysis, negotiation support, tax minimization and transition planning.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. We will use our experience to assist you in securing financing for your business needs or consolidating your current debt to a more manageable level.

Business Succession Planning

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving family members, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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