Small Business Services

Corporate Year Ends - Audit, Review and Compilation Engagements

We will conduct an audit or review of your fiscal yearend statements including compiling the accounting information, preparing the necessary adjusting entries and preparing financial statements reflecting up to date Canadian and International standards.

Corporate Tax Returns

We will prepare all required schedules and documentation for Canadian federal and provincial corporate tax filings in compliance with the appropriate legislation.

Tax Planning - Owner/Manager Remuneration

We will help you to realize your investment and lifestyle goals while at the same time minimizing the overall tax liability.

Payroll Services

We will provide guidance and assist with the preparation of regular payroll transactions. We will prepare annual T4 and other government filings.

Business Valuation

We will prepare a valuation report which contains a detailed analysis of your business and our opinion concerning its value for use in situations where a valuation is required for purchase or sale of a business, for an estate freeze or for a marital breakup.

Purchase and Sale of Business

We will assist you with all aspects of purchasing or selling a business including locating potential buyers or sellers, developing a negotiating strategy and assisting with the due diligence process. Please see more details concerning a new program that we have embarked on.

Corporate Re-organizations

We will assist you with the tax planning involved in a corporate reorganization in situations such as withdrawal of a shareholder, mergers, estate freezes and succession planning.

Succession Planning

We will assist you with all aspects of succession planning including the establishment of a family trust, will planning and tax planning.

Computer Applications

We will assist you with the selection and implementation of accounting related software applications.

Starting a New Business

We will assist you with all aspects of starting a new business including selection of an appropriate legal structure, registration with taxation authorities, budgeting and cash flow analysis and obtaining financing.

Cash-flow Projections

We will prepare detailed cash flow projections for use in managing your business or for use in obtaining financing.

Assistance with Borrowing Funds

We will introduce you to potential lenders, such as chartered banks, and we will prepare detailed pro-forma financial statements to report the anticipated future operations of your business and the financing that it will require.

Related Articles