Compilation Engagements
Compilation engagements are appropriate when the financial statements are used by only a limited number of people. Financial statements are simply compiled from information provided by the client and no attempt by the accountant is made to verify the accuracy or completeness of such information. Compilation engagements are mostly prepared when the users are only management and Canada Custom and Revenue Agency (CCRA).

Review Engagements
Review engagements are appropriate when a moderate level of assurance is required on the financial statements and that these statements are free from material misstatement. Under this engagement, the role of the accountant is to acquire sufficient knowledge of the small business and to make informed enquiries, comparison and assessment of all relevant information. Review engagements are mostly required by organizations that have some form of financing from their financial institution.

Corporate and Personal Tax
Every small business requires the filing of their return for CCRA. The deadline for filing the company’s tax return will depend on whether the business is incorporated or a sole proprietorship. As part of the preparation of the financial statements for an incorporated business, we will also file with CCRA your T2 corporate tax return. If your company is a sole proprietorship, we will file your return on your T1 personal tax return by April 30th of the following year. Evading tax is illegal and when it comes to tax planning, our goal is to minimize your tax bill within the legalities of the Income Tax Act.

Bookkeeping
Being an owner/manager requires a huge commitment of time and resources. Many of our clients don’t even have the time for bookkeeping and would rather have us deal with their endless paperwork. We offer bookkeeping services such as remitting the Goods and Services Tax (GST), Workers Compensation (WCB), Social Service Tax (PST), payroll deductions for CCRA and payroll for employees. Why bother with the headaches of numbers when you can leave it to us and do what you are best at?

Financial Consulting
Whether you own a business or not, many clients often require other financial consulting services all year round for themselves and their families. To meet their needs, we offer consulting services such as personal financial planning and investment planning.