Services

Review your current bookkeeping needs by assessing the entities and professionals involved in your practice, current service providers and information systems, and the type and volume of transactions. Establish a connection with our team, who will accurately and timely process transactions and provide you access to all data and reports live; contact our experts at any moment to ask question about a transaction – sometimes, even before it is completed. Receive monthly, quarterly and annual reports with your results in a format that is easy to digest.

Prepare financial statements or schedules of financial information in accordance with generally accepted accounting standards. This can be done to satisfy reporting requirements from business partners, lenders, vendors, or regulatory agencies. Disclose financial information that is important to you and other users, in a format that is recognized by all businesses.

Provide business partners, lenders, vendors, or regulatory agencies assurance over the financial information being disclosed to them. This is often a requirement when entering certain business agreements and a great step for a growing organization to become comfortable with its financial reporting. Audits, reviews and other assurance engagements are often performed annually or quarterly, but may be necessary when preparing for the next big move.

Prepare you, your family, and your practice for the future. Create short-term goals and objectives based on past performance and current trends, which will guide decisions and ensure your business is on the right track. Forecast results well into the future, and be ready for major projects such as expansions, mergers, acquisitions, or business succession.

Understand the type of data that you and your teams collect and how that can be useful in telling the story of your business. Identify key performance indicators that matter most to you and have us build reporting and analytics tools that provide you with insight. Measure performance and make decisions with data-based information.

Get ready to enter the next stage in your journey – raise capital, bring in a new business partner, move locations, change service offerings. Such projects may require a trusted business partner to assess their viability, create a plan, or implement the proposed changes; all with agreed upon timelines and deliverables.

File all required tax returns, including personal and corporate income tax, partnership income slips and GST returns. Stay up to date with the latest requirements and make good use of all applicable deductions, credits, and benefits to lower your tax obligation, while understanding exactly how each item impacts your tax return. You can reach out to our experts throughout the year to ask questions about tax changes or transactions.

Set up your corporate structure in a way that maximizes return and optimizes your tax position throughout the stages of your career. Understand how the deferral of taxes may impact your circumstances, including using accounts such as TFSAs and RRSPs, and choosing between salary and dividends.