We build life connections
our client relationships—
turn into friendships
and our integrity—
guides how we do business.
Expert Financial Services & Planning
Professional Onsite Assistance
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Tax Consultation
Our professional, experienced team offers comprehensive tax planning services. Our focus is to provide foresight for today while preparing for your future plans and goals.
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Bookkeeping
bookkeeping includes
- Financial Transaction Records
- Accounts Payable
- Accounts Receivable
- Payroll
- Monthly Reporting
- T-slip and Summaries Preparation
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Accounting
We are committed to providing well organized financial records that reflect the current business and are produced in a timely manner. Our services include reviews, notice to readers, and T2 preparation. Any CRA reviews will also be navigated together.
accounting includes
- Reviews
- Financial Statements
- CRA audits
- T2 Preperation
- Notice to Readers
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Financial Planning
Knowing the current state of your business is the beginning of charting the course to success. Using our experience in financial planning, we will assess and evaluate the current state of your business and help you build a plan that will accomplish your future goals.
planning includes
- Growth planning
- Savings
- Future Investments
- Risk Forecasting
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Estate & Succession planning
Our collective goal in estate planning is to ensure that you and your estate are preserved and eventually transferred without concern. Together, we will prepare a plan that includes minimizing income tax consequences and ensuring your estate goals are accomplished.
planning includes
- Liabilities
- Property
- Insurance
- Agreements
- Shares
- Power of attorney
- Charitable giving
- Will specified considerations