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:


  • Financial statements preparation
  • Accounting systems analysis
  • Implementing reporting systems
  • Cash flow forecasting
  • Customized financial reports


  • Monthly bookkeeping
  • Government taxes, HST/GST, PST, WSIB, EHT, etc.
  • Payroll services
  • Computerized or manual bookkeeping services


  • 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.

Need Income Tax & Business Help?

Ever wonder if your current accountant is doing everything they should to maximize your profit and reduce your tax? Are you looking for a Chartered Accountant for your company? We’d like the opportunity to discuss your particular situation.

Our team of tax experts are skilled at handling all forms of challenges that businesses face – large or small – whether it’s bookkeeping needs or complex tax issues. We’ll not only assist you with your current requirements but also provide recommendations and guidance for continued growth.

 It is your opportunity to hear what we can do for you. How we can save you money. We can evaluate, together, how your current business plan will take you in the right direction to achieve your goals. It’s your opportunity to discover how we can provide ‘Big Firm Advice at a price you can afford’.