Assurance

 

The annual financial results of a company are a critical factor in assessing the success of a business, and a useful indicator of future expectations.

We provide Compilation and Review reports for our clients, ensuring relevant and reliable financial reporting is available for you and current and potential creditors or investors.

Consulting

 

Working closely with business in different industries allows us to leverage experiences and hard lessons learned. Whether reviewing a significant asset purchase, considering employee retention strategies, or introducing a key employee or child as a shareholder, we can help bring ideas and solutions to the table.

We’ve also assisted many clients with cash flow forecasting when requested by a bank or evaluating future opportunities and pitfalls.

Taxation

 

Personal and corporate tax filings are just the beginning; we bring expertise and experience in planning, implementing and maintaining all types of transactions encountered in the life cycle of a business. For example:

  • incorporating your proprietorship

  • buying and selling your business assets

  • buying and selling another business or your shares

  • introducing new partner(s) into the business and succession planning

  • retirement and estate planning

  • amalgamation and corporate simplification strategies

  • will and estate planning

  • CFO and governance

International

 

Many of our clients deal with cross-border tax and compliance issues, as well as planning for the distribution and final taxation of revenues generated from their business in different countries.

If we don’t already have the answer, we have access to someone who does to ensure these matters aren’t left unaddressed.

Technology

 

We bring experience and a passion for employing technology to improve business and adminstrative functions. As small business owners ourselves, we’ve tested and implemented many of the tools you’ve likely considered.

Giving Back

 

We’ve been blessed with wonderful clients in a fortunate plot on planet earth. In our humble effort to help those less fortunate, we donate a portion of our profits to the most effective charities, under the guidance of Giving What We Can and Give Well via RC Forward.