Compilations

Are you in need of a top-down view of your business? I will gather and assemble a wide range of your financial documents to produce a new set of key statements that will summarize your overall operation in a neat and organized format.

Your Financial Future: Business Projections and Forecasts

Perhaps you are seeking a loan or you want to draft a business plan. Sometimes it can be very useful to obtain informative predictions regarding the future of your business so that you can better budget your company and make sound business moves in the months and years ahead.

Measuring Performance

Discover both the efficient parts of your business and the bottlenecks. I will help you set goals, analyze your performance, and measure your results. Through effective performance measurement you’ll be able to improve the lacking parts of your business and make the strong parts even stronger.

Bookkeeping

Solid records point to a solid business. In order to gain an accurate understanding of where your business was in the past, where it is now, and where it will be in the future, you need reliable and accurate bookkeeping. My bookkeeping services will give you great insight into the inner workings of your operation.

Commodity Tax Minimization

There are a great number of taxes that your business can be subjected to including GST, PST, HST and excise taxes. My corporate tax experience and strategic structuring capabilities allow me to provide you with specific commodity tax mitigation techniques.

Reducing your Corporate Tax Payments

As a business owner, lowering the amount of corporate tax you pay is likely one of your main goals. The corporate tax services I provide include a complete analysis of your operation, the preparation and filing of your T2 corporate tax return, and the full implementation of a practical plan outlining how and where your tax dollars can be saved.

Owner-Managed Business Solutions

I am very familiar with owner-managers and the fine line they face between what is considered a personal transaction and what is business related. I can help you find the balance between business and personal so that your transactions are well structured and your overall tax payments are minimized.

Payroll Remittance Filing

With your corporate tax filing, I will include CPP, EI and source deductions. I can also prepare your annual T4 and T5 requirements.

Obtain Your Tax Credit: Scientific Research & Experimental Development (SR&ED)

In 1985 the Federal Government introduced the Scientific Research & Experimental Development program for Canadian businesses of all kinds across the country. If your company conducts some form of research or development that contributes to new or improved processes, you may be eligible to receive a tax credit. I can help you make proper plans, train your team members, and process legitimate claims.

Personal Tax Filing

Not only can I prepare and file your T1 and personal income tax each year, but I will develop a personal tax plan that will suit your individual situation and minimize the tax you pay to the government.

E-Filing Capabilities

For businesses that are more inclined to record, track and file their documentation electronically, I can offer e-filing services for your taxes – both personal and corporate. My e-filing services are faster, more efficient, offer instantaneous delivery, and avoid the hassles associated with traditional mail channels.

Strategic Planning

I will review your business past and analyze your current situation through feasibility studies. I will then formulate plans for the future of your operation, your product or service delivery, and your company finances.

Organizational and People Management

Do you need help defining the organization of your business? Handling new changes and transformations? Hiring the right professionals? I will provide you with the insight you need to make the right decisions.

Financial Management

I will give you the tools and processes you need to manage your business finances properly and accurately.

Performance Enhancement

Do you think your business productivity could be improved? I will diagnose your company, evaluate its processes, look at your supply chain, find the bottlenecks, and uncover ways to make your business more competitive.

Introduction of New Technologies

If you are considering the implementation of a new technology in your business, I can offer you an evaluation from a financial perspective. I will analyze your cost savings, improved efficiency, upfront investment, and plausible future gains to determine whether or not it makes sense.

Research and Analysis

If you think your business could benefit from an industry-wide comparison, I will conduct studies, analyze costs that are common to the sector, and measure your operations against those of your competitors.

Professional Training

We can’t be born experts at everything we do. Especially for owner-managed businesses, there are likely many areas you’d like to improve. I will link you to the right specialists who can educate you in leadership, management, project delivery, and self employment.

Form and Financial Statement Preparation

Every business can profit from the review of yearly financial statements and detailed summaries of its operation. The financial and operational documents I produce will give you great insight into important parts of your business, will provide tax authorities with the statements they require, and will give banking institutions solid proof of your stability in the event that you need additional lending or financial support.