Financial records are at the heart of any business or organization and should provide the means to evaluate the success of your operation. While our bookkeeping services can maintain your accounting records throughout the year, the quarterly or final financial statement report is the product of all your recorded transactions and gives a true financial “snapshot” for the period.
Financial Statement Preparation
Preparing the financial statements for your business or organization in a professional and easily readable format is important for several reasons. Beyond the need to organize your financial data for tax filings, lenders and other users, it is important that owners/managers be able to better understand the underlying trends. We will take the time to discuss the financial results and offer a new perspective to help you guide the process of making better decisions for the business or organization.
Tax Return Preparation
Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships. Consider this- during your lifetime you will probably spend more on taxes than on any other single item. Receiving sound tax advice is more important than ever in an environment of constantly changing tax legislation. We take a comprehensive approach to tax planning, focusing on tax minimization and deferral to ensure you keep every dollar earned possible within the relevant tax framework.
Tax services offered include, but are not limited to:
- Tax planning for individuals and corporations
- Return preparation for Individuals & Corporations
Certified Quickbooks & Sage ProAdvisor
Whether you have a bookkeeper, or do your own books, you can benefit from the services of a certified Quickbooks & Sage ProAdvisor. Our firm can ensure that your accounts are set up properly for the industry you are in, can make sure your government remittances are set up properly (HST, CSST, Payroll), and help you learn shortcuts that make bookkeeping easier.
Software training, implementation and support is offered to help clients gain full advantage of their accounting software. With experience in a wide range of software packages such as Quickbooks & Sage, we are ready to step in to help troubleshoot day-to-day issues. We can find ways to help streamline accounting processes and will work with your staff to ensure you are processing transactions in a seamless and efficient manner.
Furthermore, with a wide range of online accounting solutions available, we can implement software which integrates features such as receipt scanning, payment processing, inventory tracking, cash flow monitoring and time logs.