CORPORATIONS

• Financial Statement Preparation

  • Compilation engagements

  • Review engagements

• Payroll services

• Corporate tax planning and preparation

• GST compliance services

• Business plan preparation and assistance

• Cash flow projections

• Advice for sale or purchase of a business 

• Monthly, quarterly and annual bookkeeping

• Personalized training and support for  QuickBooks Online and Xero

INDIVIDUALS

• Personal Tax Return Filings (T1) for:

  • Individuals 

  • Sole proprietors 

  • Rental properties

  • Investors (stock & cryptocurrency analysis)

• Individual GST/HST filings

• Budget and individual financial management

NOT-FOR-PROFIT ORGANIZATIONS

• Financial Statement Preparation

  • Ensure compliance for annual audits or reviews

• Payroll services

• GST compliance services

• Assistance with various funding and Government reporting requirements

• Annual budget creation

• Cash flow projections  

• Monthly bookkeeping

• Accounting system update - implement technology to ensure safeguards are in place and ease of use for Board members and Directors

• Board meeting participation

• Monthly and periodic reporting to the Board