Other Ways We Help You Grow

“Carpe per diem – seize the cheque.” – Robin Williams (Actor & Comedian)

We all have our own reasons for wanting to grow our businesses. Be it a higher income, prestige and personal satisfaction or wealth creation and family security.

Your level of commitment to your business will often determine the level of success that you enjoy.

Having a trusted and experienced Chartered Accountant by your side can dramatically enhance your chances of success. This is one of the key benefits our experienced team provides.

Our services are tailored to meet the specific requirements of each client on an individual basis.

Some of the key areas where we can help your business grow include:

Accounting
  • Financial statements preparation
  • Accounting systems analysis
  • Implementing reporting systems
  • Cash flow forecasting
  • Customized financial reports
Bookkeeping
  • Monthly bookkeeping
  • Government taxes, HST/GST, PST, WSIB, EHT, etc.
  • Payroll services
  • Computerized or manual bookkeeping services
Computer
  • Computer software evaluation
  • Computer security
  • Computer disaster recovery planning
  • Customized software applications
Business Development
  • Evaluating & starting a business
  • Assessing franchise opportunities
  • Business plans & forecasts
  • Mergers & acquisitions
  • Bank & mortgage financing
  • Assisting financially troubled businesses
  • Cost reduction programs
Taxation – Personal
  • Canadian and US Personal income tax preparation
  • Canadian and US Personal income tax planning
  • Income splitting techniques
  • Executive compensation planning
Taxation – Corporate
  • Canadian and US Corporate income tax preparation
  • Canadian and US Corporate income tax planning
  • Small business tax planning
  • Owner/manager remuneration
  • Corporate reorganizations
  • Utilizing management companies
  • Utilizing holding companies
  • Income tax compliance & strategy
Personal Financial Planning
  • Budgeting & planning
  • Retirement plans
  • Business Valuations
Litigation Support & Investigation
  • Shareholder buy/sell agreements
  • Matrimonial property settlements
Taxation – Trust
  • Trust and Estate tax return preparation
  • Trust and Estate tax return planning
  • Minimizing taxes using trusts
  • Estate planning
Taxation – Other
  • Partnerships & joint ventures
  • Purchase & sale of businesses
  • Tax loss utilization
  • GST/HST consultation
  • U.S. tax preparation & planning
  • Offshore tax planning
  • Planned gifting programs
  • Expansion of business to foreign jurisdictions
Management Advisory Services
  • Purchase & sale of business
  • Controllership services
  • Marketing plans
  • Business plans
  • Assistance in personal will review

For further information regarding our services we recommend you browse through the many articles that Joe has written in the Resource Library.

There are many ways that we can help you grow.  Call us today at 905 528-0234 for a free, no obligation consultation with Joe.