Corporate
- Accounting
- Audit
- Cash flow and other forecasts
- Compensation strategies
- Compilation engagements
- Corporate re-organizations
- Business consulting
- Business start-up advisory (prior to incorporation)
- Business succession planning
- Estate planning
- Review engagements
- Financial Statements and related notes
- Tax planning services
- Tax return preparation
- WSIB, GST, PST issues
Personal
- Accounting for unincorporated businesses
- Income tax return preparation
- Capital gains/losses tax planning
- E-File tax returns
- Registered Retirement Savings Plans
- Rental properties
- Retirement planning
- Succession planning
- Tax planning
Bookkeeping services
For clients that do not have an internal accounting staff, I generally assist them in locating freelance bookkeepers to perform this function (through an interview process) as this is the most economical way to maintain records if you do not require a full time accountant on staff. I work very closely with many external bookkeepers who provide accounting/bookkeeping services on a part-time basis. I also assist clients in hiring full time accounting staff.