Management Accounting

  • Outside comptrollership services
  • Year end working paper file preparation for submission to your CA firm
  • Assistance at meetings between the business owner and Legal or CA firm
  • Payroll management
  • GST/HST/QST reporting
  • Bank margining reports
  • Bank reconciliations
  • Bookkeeping services

Corporate Taxes

  • Financial Statement preparation
  • Corporate tax preparation (Federal and Quebec)
  • Corporate tax planning
  • Tax planning, including
    • Dividend/payroll split
    • Executive remuneration
  • Projected cash flow statements (for use in financing)
  • Review and revision of Corporate tax returns
  • Outside comptrollership services including
    • Meeting with insurance agents, legal counsel, Banks, Audit firms.
    • Preparation and analysis of month end statements
    • Implementation of internal controls
    • Supervision & training of client’s accounting staff
    • Setup and monitoring of client budgets and forecasts etc…
  • Year end planning including:
    • Management and Employee Bonuses
    • Accruals
  • Set-up of Individual Pension Plan and planning
  • Charity returns

Personal Taxes

  • Personal tax returns (Federal and Quebec)
  • Tax returns for deceased individuals (Estate)
  • Real Estate Commercial and Residential (Releve 4s)
  • Returns for individuals arriving in Canada
  • Returns for persons leaving Canada including
    • Non-Resident tax returns
    • Rental Income NR4 & NR6 forms
    • Non-resident sale of Canadian real estate and clearance certificate applications

We'd Love to Hear from You

Our business is one built on experience, competence, and successful results.  Offering a full range of management consulting services, we enjoy our client relationships whether we are providing services on a corporate, management, or personal level.  We welcome new clients desiring business advisory services in the field of accounting and taxation.