Cash Management and Cash Flow Projections, Budgets
Divorce and Other Litigation Support
Software Needs Analysis and Implementation
Profitability Assessment
Investment Analysis
Accounting
Audited Financial Statments
Review Engagements
Notice to Reader Engagements
Forensic Auditing
Non-Profit Reporting
Taxation
Corporate and Personal Tax Returns
Tax Management and Planning
GST/HST/PST
Estate and Inheritance Planning, Family Trusts
Scientific Research and Experimental Development (SR & ED) Claims
Typical Business Advisory Projects
Provide advice about the viability of amalgamating several travel companies into a new combined entity
Assist clients in selection and purchase of restaurant and bar businesses
Assist with negotiation to buy out majority shareholders on behalf of minority interest shareholder
Develop control processes and other business procedures for large manufacturing concern
Provide litigation support including valuation estimates, interpreting financial information and income assessment in divorce situations and other legal matters
Develop business financing plan for oilfield services entity
Work with management of a trucking company to develop a financing proposal with a mini business plan, forecasted financial statements and cashflows, to present to lenders
Assist clients in manufacturing and travel industry with sale of businesses
Provide valuation, tax planning and negotiation advice re business terms and conditions for the sale of a construction and related operation to a large international entity
Advise and assist in development of business plans for a variety of clients
Work with clients to develop employee profit sharing plans for various industries
Valuation of several ongoing businesses for purposes of acquisition, divestment, tax and estate planning
Work with family owned business to develop succession planning among family members