Services

Accounting and Bookkeeping

Do you need to prepare financial statements or other financial information for tax purposes, for your banker or business partners? We can help.

Either from a pile of receipts or your existing accounting software (even Excel), we can help to compile financial information.

Our bookkeeping services include: accounts payable and receivable, bank reconciliations, payroll processing, financial statement preparation, and more.

We work with a variety of accounting software platforms and can help you choose and implement the right solution for your business.

Tax Consulting or Tax Return Preparation

Do you want to save taxes? Do you need to file your tax return? We can help.

We prepare corporation, individual, and partnership tax returns. Our tax consulting services go beyond simple return preparation — we help you plan ahead to minimize your tax burden legally and effectively.

Services include: corporate tax returns (T2), personal tax returns (T1), partnership returns (T5013), HST/GST filing, tax planning and strategy, and CRA audit support.

We stay current with the latest tax legislation to ensure you take advantage of every available deduction and credit.

Financial Management Consulting

Sometimes you may struggle to make a profit in your business and you do not know why. We can help.

We review your pricing, margins, overheads and other items to ensure you are competitive and getting the best return on your business efforts.

Our financial management consulting covers: profitability analysis, pricing strategy, cost reduction, cash flow management, budgeting and forecasting, and KPI development.

We provide objective, data-driven insights that help you make better business decisions.

General Management Consulting

Running a business involves much more than just the numbers. Our general management consulting services help you address operational challenges and strategic opportunities.

We bring experience from a wide range of industries and business functions to help you improve performance across your organization.

Services include: strategic planning, operational efficiency, process improvement, organizational design, and performance management.

Performance Management Consulting

Performance management in business is about focusing everyone's efforts on the same objectives. First, you need to define and share those objectives so that the team knows what is important and what they need to be focused on.

When establishing and communicating the objective, getting every member of the team to participate is important to obtain collective efforts and achieve maximum results.

Whether it is OKRs (Objectives and Key Results), or some other chosen method of setting targets, we can assist from formulation through to implementation and adoption of the system.

Pre-Acquisition/Sale Preparation

When it's time to sell your business or to determine if you could eventually sell your business, you will need to assess whether your business can be sold. This is a process of looking at how your business is run: finding customers, securing their business, recording and reporting, employees and turnover, management depth, repeatability of sales, intellectual property, etc.

We can help with the assessment and recommend shortcuts to dressing up your business so that you can sell it for what it is worth.

If you are acquiring a business, we can assist in assessing a business' areas of risk, the future potential of a business and present ideas on how to maximize value and performance after acquisition.

Business Plan / Information Memorandums

If you are trying to obtain funding or attract investors to invest in your business, you will need a business plan or information memorandum. We can help.

You will be provided with a complete, presentable and detailed document.

If you need assistance with connections to investors, we can refer you to industry sources that may turn out to be your next investment partner.

Supply Chain Management

Effective supply chain management can significantly impact your bottom line. We help businesses optimize their procurement, inventory, and logistics processes.

Our supply chain consulting services include: supplier evaluation and negotiation, inventory optimization, logistics and distribution analysis, and cost reduction strategies.