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BUSINESS ACCOUNTING

Our commitment is to provide timely and accurate financial records.  Our accounting services includes the following:

  • Preparing bank reconciliations
  • Maintaining your accounting records on a regular basis
  • Income statement and balance sheet
  • Preparing Sales Tax, Payroll Tax & Business Tax returns
  • Perodic assessment and evaluation of your business through operating budgets and cash flow forecasts
FINANCIAL STATEMENTS

Stockholders, creditors, and investors often need assurance that the financial statements accurate represent the true financial position of the company.  We can provide you with financial statements signed by a Chartered Professional Accountant to satisfy your stakeholder’s requirements.

NEW BUSINESS FORMATION

Opening your own business is exciting and thrilling. It’s everything that comes after the initial excitement that dictates whether a business will make it or not. A methodical plan of action is needed to fulfill your goal of running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new business owners make when starting their new venture.

BUSINESS VALUATION, MERGERS, AND ACQUISITIONS

Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.

For a merger or acquisition to be successful, it’s critical to properly evaluate the target, value the transaction, conduct proper due diligence, implement change management, integrate your back office, and identify overlaps or gaps in your accounting processes and IT systems.

 

STRATEGIC BUSINESS PLANNING

Entrepreneurs and Business Owners often need a Strategic Business Plan when:

  • Starting a new business
  • Expanding an old business
  • Merger / acquisition of a business or assets
  • Selling your business: show the full potential of your business to buyers
  • Turning around a declining business
ESTATE PLANNING

Anyone who owns assets needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed – and it’s an ongoing process.

We focus on your desires and construct the right estate and trust plan for you in the most tax efficient manner.