Services

Assurance Service

As a firm registered with the Chartered Professional Accountants of Ontario, we strive to surpass our clients' needs in all business settings , our firm provides a full range of assurance services including the following:

Financial statement audit
Review engagements
Compilations and notice to reader engagements
Agreed-upon audit procedures
Internal audit

Accounting Service

Our firm offers a comprehensive range of accounting services, including but not limited to:

General ledger and financial statement preparation
Bookkeeping on a monthly, quarterly, or annual basis
Accounting system setup for new businesses
Cost accounting and internal control

Tax Planning

Our services include reviewing various types of tax, preparing strategic planning memoranda, and analyzing new and existing structures in the following areas:

Tax planning for owner/manager compensation

Business succession planning for the next generation (including tax shelter setup)
Real estate investment structure for tax savings
Non-resident tax strategies for investments

IPO Consulting Service

IPO readiness assessment: Review of financial statements, business operations, and governance to determine IPO readiness.
Transaction structuring: Assistance with determining the optimal IPO structure, including traditional IPOs, direct listings, or SPAC mergers.
Financial modeling: Development of financial models for pricing and valuation guidance.
Regulatory compliance: Assistance with meeting SEC or OSC's requirements, and complying with ongoing reporting and disclosure requirements.

M&A Financial Due Diligence

Financial due diligence, in particular, enables buyers to assess all financial aspects of a potential acquisition to determine its benefits, liabilities, risks, and opportunities. This can provide the following benefits:

Assistance in eliminating or minimizing risks during the M&A process.
Measurement of the potential financial return of a business.
Uncovering of hidden liabilities.
Assistance to investors in decision-making.

Income Replacement Benefit Report

We specialize in helping you access Income Replacement Benefits.

Expert Help: Our pros handle IRB details, ensuring you get rightful compensation.
Check Eligibility: We'll clarify if you qualify based on job history and injury.
Understand Tests: We guide you through disability tests and what they mean for your claim.
Keep Support: We assist in exams and rehab to keep your IRB eligibility.