Services

Assurance and Audit

We perform financial statement audits, reviews and compilations for owner-managed businesses, not-for-profit organisations and professional corporations. Where an engagement is required by a lender, a funder or your articles, we will confirm the level of assurance actually needed before quoting — an audit is not always the answer.

• Financial statement audits under CAS
• Review engagements under CSRE 2400
• Compilation engagements under CSRS 4200
• Agreed-upon procedures for lenders and funders

Tax

Corporate and personal tax planning and compliance, sales-tax filings, and remuneration planning for owner-managers deciding between salary and dividends. If a return is selected for review or audit, we deal with the CRA directly.

• T2 corporate returns and year-end planning
• T1 personal returns for owners and their families
• HST/GST registration, filing and rebate claims
• T4 and T5 preparation
• CRA review and audit support

Advisory

Practical support for decisions that do not fit neatly into a filing deadline.

• Budgeting, forecasting and cash-flow modelling
• Accounting systems selection and implementation
• Management reporting packages
• Purchase and sale support, including due diligence

Bookkeeping and Payroll Service

For clients who would rather not run it in-house. Monthly bookkeeping, payroll processing and source-deduction remittances, with the year-end file prepared to a standard that keeps the engagement efficient.