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Client Services

Audit &
Our clients benefit from personalized, quality service that is beyond comparison. 

Our firm offers a wide range of services to our individual and business clients. We have highlighted specific services that we offer to our clients but the list below is by no means comprehensive.

  • Accounting Services

  • Audits, Reviews and Compilations

  • Bookkeeping/Write-Up

  • Cash Flow & Budgeting Analysis

  • Purchase and Sale of a Business

  • Financing Services

  • Profit Improvement

  • Accounting Software Selection & Implementation

  • Tax Services

  • Tax planning

  • GST, HST, and PST advice

  • Payroll Services

Corporate Income Tax
Personal Income Tax

Audit & Assurance

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

*Audit - an intensive examination with the highest level of assurance


*Review - some analytical procedures conducted with limited assurance


*Compilation - based upon client information provided and used primarily for internal use.


See the Industries section of our website for some of our specific areas of experience.

Corporate Income Tax

Income tax rules can be complex, change frequently and are sometimes open to interpretation. That's why you could benefit from using an experienced income tax advisor who can help you minimize your income tax. Our strategy is to look at the big picture which includes your business, spouse, children and even grand-children. Below are just a few methods we use.


Income splitting with your spouse
You likely know that you can only pay your spouse as an employee for work actually performed and at a rate you would pay a stranger for the same type of work. This can limit your family income splitting potential. However, there is a tried and tested method to split income with your spouse that doesn't require them to work in the business and has no limit on the amount.


Paying for children's education out of your corporation
If you have children then you are surely concerned about how to pay for their education. By the time you pay yourself and send the income tax to CRA, your pay cheque could have dropped by 46%! But there is a way to pay children (over 18) out of your corporation with little or zero income tax impact!


Paying for your health care costs out of your corporation
Health care costs can add up and although insurance can cover you for certain things, if you don't use it during the year you still pay the premium cost. Plus, health insurance is a taxable benefit so you are paying personal income tax on this. There is a product that allows your corporation to pay your health care costs with out limit, the amounts are NOT taxable benefits and if you don't use the amount during the year it carries forward indefinitely.

Personal Income Tax

Personal income tax rules change every year as the government offers new tax saving incentives or removes other ones. Having a professional income tax advisor who is up to date on these changes and knows your personal situation intimately is a distinct advantage. We also see the bigger picture which includes your spouse, children, and business. Our income tax planning includes all these different facets and ensures you pay the lowest overall income tax rate.

Tax free savings account (TFSA)
A TFSA can be of benefit to you but first you should consider whether an RRSP is of more advantage.


RRSP's are still the top income tax savings method. We can help you decide how much to contribute so you maximize the tax savings.


Smith maneuver
There is a method to convert non-tax deductible interest (ie. home mortgage) into tax deductible interest over time. We do this by working closely with a mortgage broker to restructure your finances.


Tax credits and deductions
Our thorough knowledge of our clients allows us to ensure that they are benefiting from all new tax credits and deductions that are available.

Bookkeeping & Software

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Our Quickbooks ProAdvisor can set up and train you in QuickBooks or Simply bookkeeping software. There are custom editions for Contractors, Retailers, Not-for Profit's, Professional Services, Accountants and Property Managers.

Profit Improvement

Our profit improvement sessions are proven methods that provide an innovative approach to increasing profits.




First we compare your business performance with similar businesses in your industry to identify your strengths and weaknesses.


Using financial modelling software, we identify what areas have the largest financial impact on your business and then focus on those profit drivers.


With your profit drivers now determined, we perform an in-depth assessment of how to make improvements.


We then implement an achievable action plan, resulting in improved profits.


Why book a Profit improvement session?
Many businesses repeat old and comfortable patterns. Our profit improvement session helps you gain new and relevant perspectives. Click here for a presentation.


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.


We know what financial information the bank wants to see about you and your business. We can evaluate your chances of success with various financing options and present your situation in the best way possible.

Purchase & Sale of Business

Purchase of a business
Our experience with the valuation of businesses allows us to advise what a fair price is for any purchase you are considering. We can help you prepare a cash flow forecast which will determine the best financing structure for the purchase. Prior to closing, we can perform the due diligence needed to confirm that you are getting what you pay for.


Sale of a business
Preparation and planning are key to the successful sale of a business. We can assist you with increasing your financial performance prior to selling so that you maximize the value of the business. Our valuation experience allows us to advise you on a reasonable starting price and the selling features of your business. Planning is required to minimize the income tax impact of the sale and to ensure the transition goes smoothly.

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Audit & Assurance
Bookkeeping & Software
Profit Improvement
Purchase & Sale of Business


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