OUR SERVICES

  • STRATEGIC & FINANCIAL ADVISORY SERVICES
  • TAX PLANNING & PREPARATION (CANADA/US)
  • ACCOUNTING & BOOKKEEPING
  • FINANCIAL STATEMENTS/REPORTING
  • AUDIT OR REVIEW OF FINANCIAL STATEMENTS
  • BUSINESS VALUATIONS
  • CORPORATE FINANCE
  • ACQUISITIONS & MERGERS
  • SMALL BUSINESS START-UP

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SERVICES FOR BUSINESS

We are more than a list of services. We are a caring team of professionals who offer strategies and effective solutions for owner-managed businesses. We have a wealth of experience in managing finances and business needs to suit individual client objectives and operating styles. Our services are designed to add value to your business from accounting and bookkeeping to acquisitions and mergers, we can help guide the decisions required to build corporate value and maximize profitability.

STRATEGIC AND FINANCIAL ADVISORY SERVICES

At virtually every stage of the life of a business, owners face challenges and change. Expansion into a new market. Integrating an acquisition. Restructuring. Selling part of the business. Planning for retirement or succession.
Utilizing our many years of experience with entrepreneurs and companies at all stages of growth, we can guide you through the decisions required to build corporate value and maximize profitability. We offer the following services to help management teams resolve challenges, deal with change and achieve your vision.

• Strategic planning
• Business plans
• Financial projections
• Cost-benefit analyses and economic impact assessments
• Operational reviews
• Succession planning
• Family succession planning

We can provide an objective perspective to identify issues, analyze problems and recommend actions. We also provide hands-on support as needed to assist in implementation and the measurement of progress and results.

TAX PLANNING AND PREPARATION (CANADA & US)

Our corporate taxation services include:

• Corporate tax returns (Federal and provincial)
• Information returns (T106, T1134, etc.)
• US Corporate tax returns and filings
• HST returns
• Non-resident tax reporting requirements
• Dispute settlement with Canada Revenue Agency
• T4/T5 Returns
• Scientific Research and Experimental Development tax filings
• Cross border structuring (Canada & U.S.)
• Design tax efficient corporate structures
• Owner-manager remunerations strategies
• Corporate reorganizations
• Succession planning / estate freeze
• Amalgamation/dissolution of companies
• Asset protection/creditor proofing
• Sale of business/exit strategies
• Structuring of acquisitions/investments
• Planning and structuring real estate acquisitions
• Professional Corporations

ACCOUNTING AND BOOKKEEPING

We have extensive accounting and bookkeeping experience to leverage on behalf of our clients. Once we understand our client’s unique needs, we can provide a range of services that could include: recording and processing daily transactions, preparing and filing government forms and remittances and preparing financial statements.

Financial statements/reporting

To ensure the accurate and timely preparation of financial statements and associated reporting, we can work closely with a business’s internal financial team, or we can provide these services on behalf of the client.

AUDIT OR REVIEW OF FINANCIAL STATEMENTS

To help our clients comply with government, bank, shareholder or regulatory requirements, we provide assurance services – including auditing or reviewing financial statements. We can also assist in the preparation of offering memorandums, prospectuses and in conducting or providing oversight to due diligence procedures.

BUSINESS VALUATIONS

We provide business valuation services that may be required for a potential business sale, personal tax planning, corporate and partnership reorganizations and restructuring, or securing financing from lenders.

CORPORATE FINANCE

The right kind of financing at the right time can be critical at many stages of the life cycle of a business. Growth, restructuring, acquisition, management buyout, debt refinancing and merger are all reasons why you might require capital. We can help entrepreneurs achieve their strategic goals by developing effective financing arrangements with an array of traditional and non-traditional investors and lenders.

AQUISITIONS AND MERGERS

We help entrepreneurs to minimize the risks and maximize the value of these transactions. With our multi-disciplinary team and depth of experience helping private companies complete successful transactions, we provide value by understanding our clients’ goals and priorities, evaluating opportunities, identifying challenges and issues, and providing the support needed to deliver results.

SMALL BUSINESS START-UP

With our years of experience and a strong entrepreneurial client base, we are well equipped to assist clients by providing advice and offering services necessary to get a small business up and running. We are also skilled in nurturing these businesses as they grow.

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