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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.

 


Tax Services

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Federal and Provincial Sales Tax (GST & PST)

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

Accounting Services

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.

    Cash Flow & Budgeting Analysis

    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

    Financial Forecasts & Projections

    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

    Bookkeeping

    We can help you right from the start of the business reporting cycle:

    • Monthly or quarterly input
    • Assistance with setting up bookkeeping and information systems.
    • Assist with setting up and supporting account software such as "Simply Accounting" and "Quickbooks"
    • GST Returns
    • Payroll calculations
    • Records of employment
    • Workers compensation reports

       

    Consulting Services

    Financial Planning

    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

    Estate Planning

    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

    Retirement Planning

    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

    Business 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 Valuations

    A professional and objective business valuation is a necessary component of many transactions, such as purchase, sale or reorganization of a business, shareholder and partnership agreements, matrimonial settlements, or estate proceedings. Our experienced team will provide you with an objective and accurate valuation of your business assets and goodwill.

    Purchase and Sale of a Business

    Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

    Private Health Services

    Private Health Services Plan in Canada

    A Private Health Services Plan (PHSP) is a Canada Revenue Agency (CRA) approved plan that is an effective way for businesses to convert all healthcare and dental expenses into a fully tax deductible business expense. This tax strategy can result in significant savings for small businesses and large corporations. Contact June Borlé, our Trust Specialist to learn more at 604-874-4429.

    www.trustedadvisor.ca

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