top of page
HOW WE CAN HELP YOU

Accounting and Advisory

Personal Financial Planning

  • Reviewed Engagements

  • Notice to Reader

  • Cash-flow-projections

  • Assistance in obtaining financing

  • Review of your present financial situation

  • Examination of your current level of revenues and expenses

  • Review of current investment portfolios

  • Projection of future cash flows

Taxation

  • Personal tax preparation (Canada and United States)

  • Corporate tax preparation

  • Tax planning

  • Estate planning and administration

  • Sales tax

  • Research and development tax credits

Bookkeeping

  • Monthly, quarterly or yearly bookkeeping

  • Payroll preparation and related government reports

  • GST/TVQ preparation and filing of government reports

  • Reviews of internally-generated financial statements

  • Training on various accounting packages

  • Portfolio accounting

 

Need more details?
​

Contact us by phone, email or via facebook.

bottom of page