Accounting isn’t just about crunching numbers; it’s about understanding individuals and their businesses and how to utilize the numbers to improve their business and personal success.

We aim to provide educational accounting and financial services with the goal of improving the financial net worth of our clients. We are committed to going above and beyond for our clients and providing the highest standards of accounting knowledge, integrity and confidentiality.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. We believe it is important to go over our results with you so that we can communicate possible areas of improvement so you can make informed decisions for your business.

We provide the following services:

  Financial Statement Preparation
      • Compilations (Notice to Reader)
      • Reviews (Review Engagement Report)
  Financial statements are always reviewed in detail in a meeting of the shareholders with Keith or Sean and the following issues discussed:
      • Tax implications and recommendations
      • Accounting issues and improvements
      • 5 Year Comparative Income Statement with ratios
      • Investing decisions, alternatives and recommendations
      • Long Term business advice for future success
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.

Additional Services

  Management Consulting
  Federal & Provincial Sales Tax
      • We can assist your company in the compilation of information and preparation of sales tax returns for your GST, HST, or PST needs.
  Succession planning
      • With proper planning and a suitable timeframe, we can help to ensure your business is in the best possible position to change ownership. We can help develop the plans that ensure a smooth and successful transition, and minimal tax consequences.
  Cash flow & budgeting analysis
      • A business can be profitable and still run into trouble due to cash flow issues. We can help forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.
  Accounting System Set up and/or improvement
      • We will provide any advice we can to help you to maintain accurate and efficient accounting records including improvements that can be made to ensure efficient time is spent at year end.
  In office or on site help with Accounting issues
  T4 preparation for employment income for you and your employees
  T5 preparation for dividend income – monies shareholders withdraw from the company
  WCB Annual returns


  T1 Personal Tax Preparation
  • T1 Adjustment Requests
  • Client support regarding reviews/audit issues with Canada Revenue Agency
  Final Personal Tax Preparation
  • Clearance certificates
  T2 Corporate Tax Preparation
  • Client support regarding reviews/audit issues with Canada Revenue Agency
  T3 Trust Income Tax Preparation
  • Clearance certificates

Corporate Financial Planning

  Tax estimates for the current or future years
  Determining the best form of compensation for you: Wages vs Dividends
  Lease vs purchase analysis
  Determining whether the company should own the business vehicle or pay a kilometer reimbursement to the owner of the vehicle
  Tax planning including advice on various income splitting techniques and various investment products to reduce tax
  Investment analysis and recommendations


  New Business set up
  Improvement of current systems
  • Meaningful, well-organized financial records ensure that your business operations run more efficiently on a daily basis and are the foundation of a successful business
  In-office or on-site help
  Bookkeeping done in the following software programs:
  • Sage 50 (formerly Simply Accounting)
  • Quickbooks
  • Other programs by request
  Monthly, Quarterly, or Annual Bookkeeping
  GST return completion
  Payroll services (Weekly, Bi-weekly, monthly, etc.)
  • Cheques can be done in several ways:
    • Calculating deductions and net pay for manual cheques
    • Computerized cheque printing
  • Calculating monthly payroll remittances
  • Preparing T4’s for you and your employees

Business Setup

  Explain steps to set up a business
  Set up and design of Accounting System in any of the following:
  • Manual ledger
  • Sage 50 (formerly Simply Accounting)
  • Quickbooks
  • Excel
  • Other programs by request
  Always available to answer any questions you may have
  • We believe it is easier and more cost effective to deal with questions as they arise

Business Valuations

  This is an estimated value of your business. It is important to discuss your business valuation in the following situations:
  • Business purchase or sale
  • Corporate reorganization and restructuring
  • Arbitration and mediation
  • Separation and divorce
  • Death of the shareholder

Agriculture Services

  AgriStability and Agrilnvest preparation and filing for individuals and corporations
  Estate Planning
  Succession Planning

Personal Financial Planning

  Retirement planning
  Estate planning
  Personal budgeting
  Investment analysis and alternative recommendations
  • Investment products
  • Rental properties
  Education funding and alternative
  Loan/mortgage analysis
  Insurance planning
  Tax estimates for current or future years
  Will planning including tax transfers of property after death