CHARTERED ACCOUNTANTS AND MANAGEMENT CONSULTANTS
FOR SMALL BUSINESS AND PROFESSIONALS

SERVICES INCLUDE:
» Assistance in full range of financial and tax reporting requirements
» Audits
» Accounting / bookkeeping
» Financial tune-ups

TAX PLANNING
» Use of incentives to minimize taxes, both personal and corporate
» Tax Return preparation, including Electronic Filing
» Income splitting to lower overall tax impact
» Retirement and estate planning
» Resolve disputes with Revenue Canada

SPECIAL AREAS
» Estate Freezes
» Estate and trust accounting, including tax returns
» Asset preservation and enhancement
» Valuation in family law situations
» Computer selection and assistance in implementation
» Personnel selection
» Accounting for clients, manual and computerized
» Mergers and acquisitions
» Second opinions

GENERAL BUSINESS AND PROFESSIONALS MANAGEMENT
» Accounting
» Time recording and billing procedures
» Cost recovery to ensure maximum return

TAX PLANNING FOR OWNER-MANAGED BUSINESS
» Preserving small business deduction
» Owner's remuneration
» Dividends vs. salaries
» Fiscal year-end selection
» Tax incentives
» Deferred taxation and remuneration
» Reorganization to minimize taxes

MANAGEMENT FOR BUSINESS
» Preparation of cash flow analysis and operations forecast
» Preparation of the business plan, line of credit and bank loan
    applications
» Lease or purchase decisions
» Valuation of business
» Accounts receivable systems
» Computer systems

CONSTRUCTION AND DEVELOPMENT COMPANIES
» Finance: financial projections