Services

Our Services

We offer a wide range of services to meet your needs, including a few specific areas which are highlighted below.

This list is not exhaustive, so please give us a call to inquire about the services you are looking for.

ACCOUNTING
Profit Oriented

Whether a private corporation, professional corporation (legal, medical practitioner, dentistry, optometry, social worker, veterinary medicine, among others), sole proprietorship or partnership, we can help with your accounting needs. We prepare financial statements and perform audit, review and compilation engagements, depending on your requirements. Our experienced staff can assist you with accounting software decisions, implementation and training for Simply Accounting, Quickbooks and other financial reporting software packages.

We have bookkeeping specialists who can do everything from answering your periodic questions to performing regular bookkeeping for your organization, or month-end controllership functions.

We enjoy working with our clients on an on-going basis, so we get to know you and your business, and find ways to help achieve your goals. Whether you are just starting out,  heading towards retirement, or somewhere in the middle, we would love to meet with you to see how we can help.

 

ACCOUNTING
Not-for-Profit

Our firm is particularly proud of the work we do in the not-for-profit and special-purpose entity sectors.  We have extensive experience with charitable, not-for-profit, and municipal organizations that receive funding from various sources as well as those that rely on donations and major fundraising campaigns.

We presently provide services to a multitude of special-purpose organizations in all of the aforementioned sectors.  These services range from traditional compliance services such as financial statement and special program audits, government funding and compliance reports, presentations to audit/finance committees and councils and preparation of charity, not-for-profit and annual information returns to more specialized services, such as property tax rebate recovery services, HST rebate recovery services, cash flow projections and analysis, governance planning and internal control assessment and review.

It has been our pleasure to service the majority of our clients in these sectors for many years, in some cases decades.  No matter how big or small your special-purpose organization is, our professionals bring a wealth of knowledge and experience that allows us to deliver practical, timely solutions to help your organization achieve its goals.  We would welcome the opportunity to explore how we can be of service to your organization – give us a call and let’s get started.

 

WEALTH MANAGEMENT

Our team and partners have many years of experience working with high net worth individuals. Working collaboratively with your investment advisors, we can help you navigate through the increasingly complex world of investments. With changing tax rates and the advent of Tax Free Savings Accounts (TFSA), some of the standard “rules“ have changed. We do not offer investment advice, however, we do provide services and advice in respect of the accounting and taxation of different investment options.

We ensure the different types of income you earn are properly accounted for and you do not pay more tax than required. Properly accounting for these investments requires a great deal of knowledge as some investments are taxed very differently from others. We utilize specialized software to account for investments.

 

TAX

In addition to the tax compliance work which most accountants offer, we have the knowledge and depth of experience to minimize and defer taxes through various income splitting tools. We particularly enjoy advising our owner/managers on remuneration options that maximize tax savings and deferrals.

We are well-positioned to assist with structuring business acquisitions and advising on matters such as whether purchasing or selling shares or assets is most efficient from a tax perspective. Also, if you have a family owned enterprise, we can help develop a tax efficient succession plan that best meets the goals of all stakeholders. Our team has a particular understanding of commodity taxation and has been brought in to consult on complex HST cases and assist with appeals.

Paying taxes on income is not an issue for non-profit organizations, however, the complex compliance issues faced by this sector can be a challenge. Due to our numerous not-for-profit clients, we have the expertise to guide you through this minefield including the unique commodity tax issues and available rebates.