Business Advisory

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The information from financial statements produced can be a useful tool for management when it comes to making financial decisions.

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas that are negatively affecting profitability and growth and help you develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas we provide consulting services for:

Accounting software selection and implementation

Business valuations

Buying/selling a business

Business process improvement

Financial and retirement planning

Estate planning

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of most programs, either through personal experience or industry literature. Our experienced staff can help you choose and implement a system that best fits your needs.

Business Consulting

Business Succession Planning

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning as well as other financial matters, we are fully qualified to address the complex issues of business continuation.

Business Valuations

A professional and objective business valuation is a necessary component of many transactions, such as the purchase, sale or reorganization of a business; shareholder and partnership agreements; matrimonial settlements; estate proceedings; and more. Our experienced team will provide you with an objective as well as an accurate valuation of your business assets and goodwill.

Computer Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business’s computer systems.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

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 is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face financial challenges that may present themselves at any stage of life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects of your transaction, including valuation, cash flow, analysis, tax minimization and transition planning.

Retirement Planning

The successful implementation and periodic review of your financial plan will ensure financial independence during your working years and into retirement.

Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favourable after-tax return.

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 critical elements such as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Personal Debt Management

Personal Debt in Canada stands at a record high, and it is not unusual for individuals to experience temporary financial difficulties. We can help you recover your financial health by developing strategies for the orderly retirement of debt or, if necessary, by implementing a personal bankruptcy. Our approachable staff will be happy to outline options and explain what is involved.

Disaster Recovery Planning

An unforeseen emergency, such as a fire or natural disaster, can be devastating to your business. Our team of professionals will help you assess potential vulnerabilities and develop a plan to facilitate recovery.