Chartered Professional Accountants
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Cash Flow and Pro-Forma Statements
Cash flow or pro-forma statements are estimates of the future operations of an organization. They are often required by lending institutions or government bodies in order to obtain financing.
Accounting services include assistance with bookkeeping, remittances, payroll, and T-slip preparation.
Tax planning services arise from a number of situations including market and economic conditions, growth of a business, age, investment opportunities, plans for succession and retirement. They typically include personal tax plans, corporate restructuring, and plans for the purchase or sale of a business or business assets.
Estate planning services include formation plans, preservation of assets, ease of transfer, allocation of assets, and proper minimization of tax.
Financial planning services include assistance with personal financial and tax planning, retirement planning and assisting the financial decision process such as lease vs. buy decisions.
Business valuation services include assistance with the valuation of a business or group of businesses, corporate restructuring, arranging financing, and review of shareholder and buy/sell agreements.
Business advisory services include incorporation planning, business planning, succession planning, establishing new business systems, reviewing accounting, reporting and management systems, and consulting with other advisors such as lawyers, bankers, and government agencies.
Consulting services include assistance with any accounting or business related issue that falls within our range of knowledge.
Agri-Invest and Agri-Stability
Agriculture and Agri-Food Canada have programs for farmers to stabilize farming income. Services include assistance with Agri-Invest, Agri-Stability, Crop Insurance, Canadian Agriculture Income Stabilization (CAIS) and Net Income Stabilization Account (NISA) applications and reporting.
Computer and Software Set-Up, Training and Support
Computer services include assistance with computer and network setup, accounting and finance software installation and setup, and accounting and finance software support.