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Client Services

My firm offers a wide range of services to business, professional and individual clients. Clients benefit from personalized, quality service that is delivered fairly and with integrity. I have listed the services offered, together with a brief description.

(Click service title for details.)


Accounting Services

Compilations, Reviews, Audits of Financial Statements

Financial statements prepared 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 without review

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to meet its objectives or to obtain financing for a new business or business expansion. Normally a forecast is related to future financial statements when a business expects to follow a given course of action. Projected financial information incorporates a "what if" scenario that may not be the most likely course of action.

Accounting system design

Design, setup and implementation of standard computerized accounting systems and manual accounting systems.

Tax Services

Tax Preparation for individuals and corporations

Computerized preparation of personal and corporations tax returns by experienced and qualified professionals with E-filing of both types of tax returns.

Tax Planning

Tax planning opportunities are routinely identified and discussed with you as part of the tax preparation process.

Specific tax planning is provided on request. Business re-organizations to remove assets from business risk or to transfer assets to a corporation or between corporations to minimize taxes. 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. Planning for business continuity and succession of ownership to minimize taxes. Compensation planning for salary vs. dividends and for income splitting purposes.

Estate & Trust Tax Preparation

Special tax rules apply to deceased taxpayers. A final personal tax return is required and, in some cases where assets aren't transferred immediately to beneficiaries, a trust return may be required for the estate. Terms of the will may lead to the creation of trust arrangements for which tax returns may be required over several years.

Trusts can also be established among the living for which trust tax returns must be filed each year.

Federal and Provincial Sales Tax (GST, HST, PST )

Many clients are responsible for collecting and submitting sales taxes in many different jurisdictions. Assistance can be provided with preparation of sales tax returns, adjustments to returns filed or audit assistance.

Assistance with tax audits and appeals

It can be very important to have a qualified professional on your side when dealing with the Canada Revenue Agency. You need to know your rights and obligations as a taxpayer. You need to know what to say and what not to say. You need to ensure that proper documentation is submitted. You need someone with a good knowledge of income tax issues and experience dealing with the CRA to advise you and to negotiate for you.

Consulting Services

Business Consulting/ Management Advisory Services

I can help your business identify areas for improvement in profitability and growth and develop practical solutions. Sometimes an objective look at your significant plans and strategies can be very helpful. Even the most qualified managers can benefit from competent, objective feedback. I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Computer Consulting

Accounting consulting for selection, setup, and training with popular accounting programs. Specializing in Quickbooks and Simply Accounting. Ongoing assistance is provided for accounting questions within the computer environment as your business changes or as staff changes.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. I can assist you with all aspects of the process, including reasonableness of valuation, purchase or sale of assets vs. shares, cash flow analysis, tax minimization, instructions to lawyers for purchase and sale agreements, review of purchase and sale agreements and transition planning.

Business Succession Planning

With a solid background in tax, succession and estate planning, and other financial matters, I can help to address the complex issues of business continuation to effectively transition your business to your successors.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let me use my experience to assist you in securing financing for your business needs or to analyze and recommend appropriate financing alternatives.

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 may be essential. I can guide you through the complex process of planning to ensure that your wishes are carried out in a tax effective manner.

Business Startup

Planning for type of organization - proprietorship, partnership or corporation. Planning for different types of taxes payable by the business, types of documentation to be kept and records to be maintained. Discussion of expenses deductible from income of the business. Financial forecasts and help with business plan to obtain financing.

Other Services

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Compliance with income tax and sales tax laws require proper records. Our qualified staff can assist you with record keeping on a monthly, quarterly or yearly basis.

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