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GENERAL
ACCOUNTING
Clear, concise and timely financial information is a critical planning and decision
making tool for every business. We provide:
- periodic and annual Proprietor and Corporate Financial Statements
- ongoing analysis and advice during the year at your business premises
- GST/PST and Workers Compensation compliance returns
- Audit services for business and not-for-profit organizations
BOOKKEEPING
RECORDS AND STATEMENTS
Our clients are diverse in nature. We provide quality hands-on support in the following
areas:
- complete set-up of your bookkeeping records and monitoring of
your entries throughout the
year
- monthly or periodic visits to your business premises to consult and advise on the
accuracy of your records and methods to increase income and reduce expenses
- provision of monthly profit and loss statements, comparisons against budget targets, and
performance graphs
BUSINESS
CONSULTING AND LOAN PROPOSALS
A number of supporting services are available to help you grow and prosper:
- an ongoing, advisory relationship with your accountant can save you money
- business plans and cash flow projections prepared for yourself or for loan proposals
- turnaround consulting
- government assistance programs
- training of bookkeeping personnel
Find out how to bring in more revenue from customers
- marketing tips to improve sales
- advertising and promotion plans
- complete review of your sales strategy
- analysis of products and services for the most profitable items
Find out how to plan for tomorrow’s payments
- cash flow tracked monthly
- annual budgets and "brainstorming" ideas
- line by line expense analysis for cost savings
- payment plans for creditors
- consolidation proposals to "start new"
- financial consulting on investment of profits and RRSPs to get you going
TAXATION AND
LEGAL ISSUES
Increasingly complex tax laws require professional planning. We provide the following
support and services:
- efile service for individuals &
corporations
- tax returns for sole proprietors and partnerships
- corporate tax returns and T4 service
- tax planning on converting a proprietorship to a corporation
- comprehensive tax planning services in all areas
- review of legal considerations on start-up (proprietorship vs corporation)
- provision of all necessary contact names and numbers for start-up registrations
- succession planning & estate freezes
- business valuations
COMPUTER
SET-UP AND CONSULTING
Many small businesses are now using their own computer bookkeeping programs. Although
the programs are easy to use, they must be set-up properly at the outset to capture the
information correctly.
We provide computer troubleshooting and set-up
for QuickBooks. Marilyn is a Pro Adviser, Registered with QuickBooks to provide
quality training and ongoing support.
STRATEGIC ALLIANCES
A web of alliances with professionals in the following fields:
- Banking
- Law
- Insurance
- Investment and Financial Planning
- Marketing – traditional and electronic
- Information technology
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