HOW WE SERVE YOU
Incorporation & Business Advisory
You are an excited entrepreneur with a new business idea, or you have an existing business looking to incorporate. There are several differences between the different legal structures (sole proprietorship, partnership, corporation). We will explain the advantages, disadvantages, and most importantly, which is the right fit for you.
If you are ready to incorporate, we can take care of that. No headaches. Let's grow your business.
Individual & Corporate Tax Filing
You've had an exciting year of bookkeeping, whether you did it yourself or handed it all to us. Okay maybe not "exciting", but your books are now in tip-top shape to file your taxes; it's a seamless process where you're not digging through receipts. Your taxes are optimized at both the corporate and personal levels. Feel free to ask any questions - we're here to explain! Our office also has extensive experience with foreigners/newcomers and the complexities that it carries as it relates to tax implications.
Bookkeeping and Payroll Services
Education and Training
You are a new business owner and want to learn the ins and outs of your finances. You want to do your own bookkeeping and recordkeeping, at least for now. We can support you by providing you with the education you need to maintain your books, pay your employees, and file your GST/HST returns. We are here for any questions you may have or if you want us to review some of your work and ensure you are on the right track.
Your Online Accounting Team
You dream of having the freedom and convenience of not having to worry about receipts, data entry, or whether you are "doing it right". We can handle the repetitive bookkeeping, issuing of pay stubs to employees, and filing of GST/HST returns. These are likely the most time-consuming activities of your finance function. If you are ready to let go of this area and gain back some of your valuable time, this is the service for you.
Assurance / Attestations
Your business is growing and with that, you might have growing reporting obligations. Shareholders, banks, or insurance companies may require a compilation, review, or audit engagement to obtain comfort over your numbers. They will need to review your financial statements to assess your business. Depending on the level of assurance they need, we offer the following:
Notice to reader (NTR) / Compilations
CRA Audit Representation
You've received an audit assessment in the mail and are confused or just want to make sure you respond to it in the correct manner. We understand that dealing with the CRA can be intimidating. If you have been contacted by the CRA for a net worth assessment or audit, we can walk you through the auditor’s assessment. We want our clients to know that CRA’s proposed tax assessment does not always have to be accepted as is. We are prepared to represent you in your CRA audit to ensure that you are treated fairly.
You have now grown your business and have interested purchasers or potential business partners, but do not know what your company is worth. We have the expert business valuations expertise you need to get an assessment of the approximate fair market value ("FMV") of your business. You have worked hard on growing your business thus far, and so it is only right that you sell at a price you are comfortable with.
A valuations may be necessary in such areas as: share sales, asset sales, Section 85 rollovers, estate freezes, equalization payments upon separation, and more. If you believe you might need a valuation done, feel free to reach out and we can lay out the various options available to you.