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Client Services

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 if you do not see it listed.


Assurance 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 which includes:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements
  • Audits and reviews

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Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit - an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Business Advisory Services

Business Advisory Services

We gauge our worth by the personal and business successes of our clients. We can help you identify areas negatively affecting business profitability, growth. Based on the analysis, we design 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 hindering the business. The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Computer systems
  • Financial & retirement planning

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Other Services

Other Services

Our diverse and varied client base offers us a wide array of financial and tax issues which adds to our experience in solving complex issues. This knowledge and experience gained over the years is valuable. 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.

  • Asset protection
  • Debt Management
  • Business start-up or expansion
  • Bankruptcies
  • Cash flow forecasting

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Tax Services

Tax Services

We prefer to take a proactive vs reactive approach to tax services. By keeping current on new tax laws and legislation, 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
  • CRA Voluntary Disclosures and complex tax issues
  • Net Wealth assessments
  • 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 effects of buying/selling a business
  • Tax effective retirement and estate planning

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