Financial Reporting and Analysis:

Whether an audit, review or a notice to reader; let us provide you with clear and concise year-end financial statements. We also provide monthly or quarterly bookkeeping and payroll services. Are you intimidated by budgets or cash flow planning? Our team can guide you through these very important processes. Our job is to make sure you understand the financial health of your company.

Corporate Planning and Tax Strategies:

What are the financial goals for your business? Are you looking to expand? To take on new business, a new partner, or develop a succession plan? There are tax consequences to almost every action you take. We have the knowledge and resources available to help you meet your financial goals. Let us help you maximize the potential growth and prosperity of your company.

Government Reporting:

HST, EHT, WSIB, CPP, EI, T4’s, T5’s… are you making the proper remittances? On time? Whether you’re a start-up business or an established business, ensuring the accuracy of your government reporting is crucial to your business. Getting it right the first time can help you avoid costly and stressful Government re-assessments. We can help.

Business Financing:

Considering a new piece of equipment? Need to increase your inventory? Does your business require some operating capital? There may come a time in your business cycle when you require short-term or long-term financing. Our team can help you through the process of finding an appropriate lender and successfully navigating the application process.

Working with Other Professional Advisors:

Make us part of your financial team when you work with…

  • Investment Consultants
  • Financial Planning
  • Retirement Planning
  • Succession Planning
  • Estate & Trust Planning
  • Lawyers
  • Bankers
  • Business Plans
  • Portfolio Analysis
  • Business Acquisitions/Sales
  • Cash Flow Projections
  • Lending Applications
  • Business Reorganizations

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