Our clientele include professional firms, service industries, retail operations, construction companies, charities and not-for-profit organizations.

1) Assurance Engagements

We provide reviews and compilations where audited financial statements are not required. We provide audits for not-for-profits.

2) Corporate and Personal Tax Service

We develop tax strategies to save you money. Our services include:
  • estate planning
  • corporate reorganization
  • non-resident taxation representing clients in tax matters
  • sales tax consulting (GST, PST)
  • tax return preparation (personal and corporate – sole proprietorship, partnership, corporation, and not for profit)

3 ) Consulting

We help you solve your business and personal financial challenges. incorporation (Should you incorporate? What steps do you need to take?) acquiring a franchise managing a personal inheritance using financial statements to make business decisions starting a new business growing your business planning and preparing budgets

4 ) Software

We help you assess your software needs, and we train your staff so you can efficiently use the right software. We install, train, customize and provide ongoing support for Simply Accounting for smaller businesses and ACCPAC Advantage Series for medium-sized businesses. Our “Razor Edge” is getting you trained on software so you can run your business efficiently.

5 ) Family Trusts and Holding Companies

Can you use a family trust or a holding company to split income? We can help you decide if one is right for you, and set it up.