Telephone:  (604) 594-4887    Fax: (778) 565-1194
 


Lillico & Associates
Marlene D. Lillico
CPA, CGA

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TESTIMONIALS

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CLIENT SERVICES

My firm offers a wide range of services to individual and business clients. My clients benefit from personalized, knowledgeable, quality service that you should expect to receive. I have listed the services that I offer to my 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.

Accounting Services

Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My 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
  • Reviews

Financial Statements

I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Bookkeeping

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. My firm can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

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

Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we have the ability to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide 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
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effective retirement and estate planning

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. My firm can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. My firm can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Further, I help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax Planning & Preparation

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

Consulting Services

I 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, I 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
  • Buying/selling a business
  • Business process improvement
  • Computer systems
  • Financial & retirement planning

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses 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. My firm can help you choose and implement the system that best fits your needs.

Business Consulting

We gauge our worth by the personal and business successes of our clients. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, I can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Small business start-up

Support and advice to new business owners is essential to the success of a new business. I can assist you in developing business plans, operational support, financial planning and cash flow management of your new business.

 

 
 
 
Marlene D. Lillico
CPA, CGA
Lillico & Associates 14476-74 Avenue Surrey, BC V3S 0N1
  Telephone: 604.594.4887
Fax: 778.565.1194
Email: info@lillicoassociates.com

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