Service

Your Financial Guide

A Chartered Professional Accountant serves as your business and financial guide to assist you in:
  • paying the lowest taxes possible and keeping more of what you make
  • using financial and audit reports to make sound business decisions
  • solving business problems
  • achieving the maximum profit from your business venture
  • satisfying record keeping and report filing requirements
  • planning your estate to achieve your wishes and reduce tax costs
  • communicating with other professionals and government agencies
Professional Competence
We have demonstrated professional competence by meeting the high education and experience standards set for the Chartered Professional Accountants profession, passing a rigid national uniform final examination.

Financial Services
We can provide you and your business with a full range of financial advisory services.

Tax Planning and Preparation
We prepare all required tax returns to assure that you are paying no more taxes than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax saving strategies and serve as your advocate in tax matters.

Audit Shield Fee Waiver Service
We offer an Audit Fee Waiver Service which is an upfront annual fee service that ensures you will not be required to pay associated professional fees in the event you are subject to an audit enquiry, investigation or review by the Canada Revenue Agency (CRA), or provincial revenue agencies.

Record Keeping and Reports
We design accounting systems to fit your business and personal financial affairs. We also prepare payroll reports, journals, general ledgers, reports to provincial and federal government, and other financial records and reports.

Business Problem Solving
As you start your business, we help you select the proper organizational structure and secure adequate financing. We work with you and your banker, lawyer, insurance agent and other advisors to solve your business problems. You receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and other business needs.

Financial and Estate Planning
We work with you to increase your net worth, then plan with you to minimize taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning and family business transfers is available to assist you in maximizing benefits for you and your heirs.

Financial Statements and Audits
We can prepare or supervise the preparation of financial statements. Compilation, review or audited statements can be provided according to your needs. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.