Client Services
Helping Entrepreneurs Succeed!
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.
As the list below is by no means comprehensive, please feel free to inquire about a service by contacting us at (902)-865-7500.
Accounting Services
Accounting Services
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 of financial statements
* Reviews and audits
* Bookkeeping (Monthly/Quarterly/Annual)
* Accounting system setup for new businesses
* Financial projections
Tax Services
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. We have an experienced tax specialist available to provide our clients with the best possible advice on individual and corporate tax. We are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our 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
* Tax return preparation for:
- - Individuals - Corporations - Estates and trusts
* HST compliance
* Corporate reorganizations
* Mergers and acquisitions
* Tax effects of buying/selling a business
* Tax effective retirement and estate planning
* Tax considerations in matrimonial settlements
* Assistance with CRA audits
* Payroll and T-slips preparation and filing
* Voluntary disclosures
Consulting Services
Consulting Services
We gauge our worth by the personal and business successes of our clients. We 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, we 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:
* Business valuations
* Buying/selling a business
* Business process improvement
* Financial & retirement planning
* Estate planning
* Accounting software selection and implementation
Succession Planning
Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.
Business Advisory
We gauge our worth by the personal and business successes of our clients. We 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, we provide comprehensive, flexible strategies that address the issues affecting your business.
Other Services
Other 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, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
* Business start-up or expansion
* Financial projections
* Cash flow forecasting
* Corporate recovery
* Asset protection
* Debt Management
* Business valuations
* Employee benefit plans