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Year-end Preparation
We consider year-end services the basics of our relationship. We assist in preparing year-end financial statements and tax returns, and make assessments of client accounting systems, tax situation, and future plans. Beyond these basics, our goal is to enhance our relationship with clients through our seminars, our consulting services and our corporate / personal tax planning services.
Accounting
For many business owners, the accounting side of running a business may be confusing in all of its intricate details. Let us save you time and countless headaches by offering any or all of these accounting services:
- Accounting system set-up and training (see also QuickBooks Services)
- Bookkeeping
- Payroll services, setup and training
- QuickBooks Seminar: "Avoiding Bookkeeping Headaches and Budgeting for Growth"
Auditing
Should your organization require a financial statement audit, we can assist by starting off with a free two-hour initial consultation. Our goal is to get an understanding of your business or organization and to determine your needs. We will then be able to prepare a comprehensive proposal that will address the scope of the engagement. Our audits will also entail the preparation of a letter to management that addresses areas of weakness and recommendations in areas such as the accounting system, controls, efficiency and human resources.
Corporate Taxation
Our tax planning is geared to providing you with a strategic framework for your circumstances. These recommendations may involve the use of the capital gains exemption, choosing the right mix of salary and dividends, making the "Capital Dividend Account" election, the possibility of using a family trust, holding land and buildings used in your business in a holding company, purchasing a car or leasing a car, private health services plans (for deducting medical expenses in the corporation), estate planning, how best to sell or buy a business, and many other strategies.
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