Client Services
I offer a wide range of services to our individual and business clients. My clients benefit from personalized, timely, quality service. I have listed the services that I offer to my clients, together with a brief description.

As the list below is by no means comprehensive, please inquire about a service if you do not see it listed.


Accounting Services

Accounting Services

Providing financial information to my clients in a timely and accurate manner is a serious commitment for me. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

*Financial statement preparation

*Bookkeeping training

*Accounting system setup for new businesses

*Compilation (Notice to Reader) engagements

*Audits and Review Engagements

Tax Services

Tax Services

By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise throughout the year. Tax services offered include, but are not limited to:

*Tax planning for individuals and corporations

*Return preparation for

- Individuals

- Corporations

- Estates and trusts

- Not-for-profit organizations

*Provincial and federal commodity tax planning and compliance

*Tax considerations in matrimonial settlements

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

Federal and Provincial Sales Tax (GST, HST, PST and QST)

I can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Consulting Services

Accounting Software Selection & Implementation

I am a registered Quickbooks consultant and recommend this accounting program to all small businesses (sales under $20,000,000).

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. I can assist you with valuation of a business, cash flow analysis, tax minimization and transition planning.


Client File Transfer Facility

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