As your Chartered Accountant in the Greater Toronto Area, I am able to provide you with assurance services that will deliver relevant, reliable and fully validated financial information about your business. The dependability of such information will help you make key decisions in the present and future years.
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.
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.
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.
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.
Your future success as a business depends on what you do today. The business world is dynamic, competitive and challenging, and in order for you to position yourself well within your industry you need to use efficient processes and maintain an effective business structure. Depending on your current needs and future goals, I can provide:
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.
I will give you the tools and processes you need to manage your business finances properly and accurately.
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.
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.
Business Startup Services
If you are just beginning a new business endeavour, I can provide you with a wide range of business start up services. I will help your young company gain a solid foundation for future growth and profitability. Whether you require business incorporation services, consulting and guidance, or financial advisement, I will help your business get started on the right path to success.
Corporate Finance Services
If you are a forward-thinking entrepreneur or a growth-concentrated small business owner, I can provide you with corporate financial advice to help you progress as a company. Whether you are considering a merger or acquisition, or you need an injection of capital either from a qualified investor or lending source, I can offer my professional advice and give you access to a large network of prominent individuals.
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.
Business Risk Mitigation Services
A common cost associated with every business is the risk it faces. Being aware of the risks your company is subjected to will help you make calculated decisions to maintain your reputation and profitability. I will help you uncover, analyse and manage your potential risks as a business.
If you’ve run into problems in your business or you’ve recently faced some hard economic times, I can make you aware of your options. When your debts outweigh your income, it is time for an evaluation of your company. I can help you identify problems and create practical solutions. There are often many ways to confront your business insolvency and it doesn’t necessarily mean that the right answer is bankruptcy.