Client Services

Our firm offers a wide range of services to our individual and business clients.  Our clients benefit from personalized, quality service that is second to none. 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.

(Click Service Title For Details)


Accounting Services

Accounting Services

Timely and accurate financial information is crucial to making sound business decisions.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We engage to not only provide this financial information, but also assist you in interpreting what it means to your business, and whether there are any indications of areas of concern or improvement. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements
  • Audits and reviews

Tax Services

Tax Services

Taxes are a reality every Canadian must deal with, but none should pay more than is required of them.  By keeping current on new tax laws and 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 throughout the year. Tax services offered include, but are not limited to:

  • Tax planning for individuals and corporations
  • Return preparation for
  • - Individuals - Corporations - Estates and trusts - Not-for-profit organizations
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning

Consulting Services

Consulting Services

We feel one of the key roles of your accounting firm is providing an objective opinion on what your business is doing and looking for ways to help you improve.  This should not only happen when your business is experiencing trouble, but also when it is experiencing growth.  We can help your business identify areas for improvement that could magnify that growth.  In today's global business environment, it is important to always be looking for opportunities for improvement in order to ensure your business stays competitive. The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Buying/selling a business
  • Business process improvement
  • Financial & retirement planning
  • Estate planning

Other Services

Other Services

Over the years, we have encountered a wide array of financial and tax issues and have gained valuable experience in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Mergers & acquisitions
  • Asset protection
  • Debt Management
  • Business start-up or expansion
  • Cash flow forecasting