Client Services

 

 

Financial Statements

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

Our firm provides a full range of cost-effective accounting services including the following:

  • Compilation (NTR) provided as part of year-end process
  • Assurance engagements (review) to satisfy third party requirements

 

Bookkeeping & Payroll Services

Bookkeeping and payroll are essential components to the day-to-day operation of nearly any successful business. As a business owner, you are continually pulled in several different directions and may not have the energy or expertise to focus on the financial record keeping.

Let us help you with the numbers, while you take care of the business.

  • Bookkeeping on a monthly, quarterly or annual basis
  • Payroll on a bi-weekly, semi-monthly, monthly or annual basis

 

Accounting Systems Training

Our firm can also provide training and support if you wish to manage your bookkeeping and payroll requirements yourself. We can assist you with accounting software selection and implementing the controls necessary to ensure a reliable, efficient, and effective bookkeeping and payroll system.

 

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently.

We prepare the tax compliance on the following:

  • Personal tax returns
  • Corporate tax returns
  • Partnership and trust returns
  • T4 and T5 slips
  • GST returns

CRA clearance certificate applications, tax waivers and elections and non-resident tax filings

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.

 

Planning

We know that eventually every business owner will need to create a succession plan. You've worked hard to grow your business to the successful enterprise it is today and we understand that protecting the legacy you created requires a solid plan. We help you look at all sides of the transition, and provide you with a comprehensive and flexible strategy moving forward.

The following are just a few of the areas in which we provide services:

  • Farm succession planning
  • Business valuations
  • Wind-ups, amalgamations, and restructuring of a business
  • Financial & retirement planning
  • Estate planning

 

Consulting Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality customer service.

Let us assist you with the following:

  • Agricultural Advisory Services
  • AgriStability / AgriInvest
  • Mergers & Acquisitions
  • Business start-up or expansion