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.
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