Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Monthly data entry, payroll, earnings reports, cash flow reports and bookkeeping support for do-it-yourselfers.

Tax planning and preparation form a winning combination for our successful individual and business clients.  Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

Personal and Corporate tax, Commodity tax, tax consulting, tax planning.

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 - No longer offered

~ Review - some analytical procedures conducted with limited assurance.

~ Compilation - based upon client information provided and used primarily for internal use.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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:

~  Accounting software selection and implementation

~  Business valuations

~  Buying/ selling a business

~  Business process improvement

~  Computer systems

~  Financial & retirement planning

~  Estate planning

With the number of computerized accounting software packages available for small business and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.

Business succession can be a complicated process involving a number of issues. In addition to ensuring the business' continued success, the owner will likely wish to realize an appropriate value for the business, minimize taxes payable upon its sale, and accomplish other objectives specific to the owner's particular circumstances. 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.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, 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.

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, cash flow analysis, tax minimization and transition planning.

We prefer to take a proactive vs. reactive approach to tax services. 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 preparations for; individuals, Corporations, Estates and trusts, and Not-for-profit organizations

~ 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

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

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, 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.