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Accounting

​Our team provides a complete range of accounting services for individuals, their businesses, corporations and nonprofits in these areas:

  • Financial statement preparation

  • Audit / Review / Compilation (Notice to Reader)

  • Tax planning

  • Identification of opportunities and prevention of issues / Restructuring

  • Tax compliance

  • Corporate, personal, trusts and estates

  • Outsourced accounting services

  • CFO duties

  • Bookkeeping & payroll Services – Learn more via this link

  • Commodity tax / Harmonized Sales Tax

  • Succession and estate planning

Audit & Assurance

Do you want more confidence in the financial and operational health of your organization?

Non-profit organizations and businesses require timely and accurate financial report for decision making purposes. Whether you’re a business owner, CEO, CFO, Controller or Board Member, we can provide guidance and services to assist you with your financial report requirements. Talk to us for a free cost benefit analysis on whether an audit or review is something you should consider.

Does your Business Really Need an Audit or a Review?

Business owners and organizational leadership may require an audit or review for the following reasons:

  • when planning for a new business venture

  • when seeking financing or when a current lender requires a financial statement

  • for retirement planning or the sale of a business

  • to meet a statutory or contractual requirement

  • to establish monitoring procedures

 

What are the Benefits of an Audit or Review?

Depending on your situation there are different engagements and with our professional help we can find the best return for you. Common benefits that will give you a good return on your investments are:

  • increasing financial reliability and integrity

  • the ability to negotiate financing or improved financing terms with lenders

  • peace of mind for business or organization stakeholders (investors, bankers, owners, leadership or board members)

  • higher business sale value (if you are intending to sell your business)

  • improved operational efficiency

  • improved shareholder relations

  • assessment of staff / employees so that training can be provided if needed

  • opportunities for cost savings

Bookkeeping Services

Business Owners: Are you ready to save time and add a strong supporting network to your business?

Our bookkeeping services include:

  • an experienced, certified team with CPA oversight

  • a proven technology platform

  • monthly advisory and financial reporting

  • a world-class service rating

 

We provide bookkeeping services that are fully customizable and scalable based on your changing requirements no matter what business you have. Your organization’s shareholders will always have timely information and current financial reporting.

Bookkeeping Packages Can Include:

  • Correct set up your Chart of Accounts

  • Bank / Credit Card Reconciliations

  • HST Recording and Remittance

  • Payroll Services

  • Payroll Filings

  • Financial Statements (for your personal records)

  • Year End Support: Includes working papers and support for the preparation of your year-end financials

  • Consultation with a Chartered Professional Accountant (CPA) for business advisory

  • Data migration from older software applications into QuickBooks Online

  • Wholesale pricing on your QuickBooks Online accounting software

  • Set up and training on bookkeeping technologies

  • 24 Hour (or better) response time

  • Accounting services like year-end financial statements, corporate and personal tax return

Main Office:

100 Allstate Pkwy, Unit 304A

Markham, ON L3R 6H3

 

Office Phone: 1-877-660-3893

Office Fax: 1-905-470-8306

Office Email: TaxPlannerCanada@Gmail.com

Satellite Office:
7240 Woodbine Ave, Unit 213
Markham, ON L3R 1A4

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