Review and Compilation
Engagements
- review and compilation engagements for owner-managed businesses
- expertise in start-up businesses and small to medium-sized companies
- extensive knowledge with medical professionals
Corporate and Personal Tax
Ensuring the best outcome for:
- personal tax returns (individuals and family)
- business tax filing (small to medium sized companies, self-employed, corporations)
- complexities such as rental properties and investment portfolios
Trust and Estates
- accounting
- tax filings
- administration
- estate planning
Bookkeeping and Software
Training
Together we will select the most appropriate bookkeeping software for your business. We will set up the software, and provide training as required with on-going support. Let us help you run your business better.
Small Business Consulting
and Analysis
- Start with our Small Business Checklist and ensure your systems are set up correctly.
- Recognizing every business is unique, a thorough review of your accounting and providing a financial snapshot will help determine where you need help and aid in decision making, forecasting, goal and strategic planning.
- Full bookkeeping services include done-for-you bookkeeping or training your staff with the best software system for your business.
