What We Offer

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of engagements: Review and Compilation.

We provide Specified Auditing Procedures for regulatory bodies such as the Law Society of Alberta or Real Estate Council of Alberta.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns.

Estates and trusts present a complex tax filing situation that can be overwhelming in a difficult time. Our team can assist you with the process of filing these returns and provide guidance to help you ensure compliance and achieve optimal tax results.

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare your yearend tax slips in a timely manner.

Acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.

Effective transition of your business to your successors is critical to its continued prosperity. With our experience in tax, succession and estate planning, and other financial matters, we are qualified to address the many issues of business continuation and work with specialists, if required, to minimize taxes and ensure business continuation.

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with the various aspects of your transaction, including cash flow analysis, tax minimization and transition planning.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

A good system for keeping records is essential for decision-making in any business. We can assist in setting up a customized accounting system to meet your needs. In addition we provide training in manual or computerized accounting and are available to answer questions on an ongoing basis.

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.