SERVICES

MAIN SERVICES:

BUSINESS PLANNING & FINANCIAL FORECASTING

Are you a start-up or are you seeking to expand your operations?  We can assist you with getting a reliable set of plans and pro-forma financials in order.  Over the years, we have successfully assisted clients with obtaining the start-up and/or bridge financing required to get their ventures off the ground.

TAX PLANNING & RETURN PREPARATION

We provide both personal and corporate income tax return preparation services.  We also consult with clients to explore current and future tax minimization strategies.

SYSTEM SETUP & IMPLEMENTATION

With a focus on automation and integration, we assess each client’s needs, select and configure the most appropriate software or combination thereof, to meet those needs.  We also implement processes and internal controls within the client’s operations to increase efficiencies and minimize risk.

FULL CHARGE BOOKKEEPING

Our team can take care of all of your bookkeeping needs, including but not limited to:

  • Sales tax reporting (GST/HST)

  • Tax compliance & reporting

  • Monthly bank & credit card reconciliation

  • Reporting to other industry-specific regulatory bodies

  • Periodic & annual financial statement preparation

  • Investment tracking

  • Bill payments

  • Invoicing & accounts receivable management

  • Payroll administration

  • Expense reporting

  • Project costing

  • Inventory tracking

OTHER SERVICES:
  • Consulting

  • Production Accounting

  • Personal Budgeting & Finance Management

  • Financial Literacy Education (Youth & Adults)

Do you have more questions?

Are you ready to measure and manage your money? 

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