Strategic accounting services for you and your business, so you can focus on what matters - PEACE OF MIND AND FINANCIAL SECURITY.

With over 15 years working with entrepreneurs, Adrian is highly
referred by clients who have been touched by his demeanour
and expertise in dealing with small & medium-size business issues.

Our Business Advisory services include:

Business Consulting

We provide part-time CFO services to businesses that need additional expertise in providing strategic insight into your operations, acting as a sounding board for the management and liaising with the accounting team.

Our services also include:

• Advice to start-ups and ongoing businesses on business structures (sole proprietorship, partnerships,  incorporation)
• Partnership/shareholder agreements
• Organize business tax accounts
• Accounting
• Business process structures
• Financial projections

Family business succession planning

Sooner or later everyone wants to retire. Business succession planning should be a priority for every family business. Besides ensuring that you can afford to retire, what happens to the business is paramount to your retirement security. There are some things you need to consider to ensure you have the right
plan in place:

Who is going to manage your business in your absence?

How will ownership be transferred?

Will your business carry on or will you sell it?

We are adept at helping you assess the various options available and develop a roadmap for the successful transition of your business.

Let us take the worry out of your tax planning needs. We are available to answer your tax questions and prepare your returns – no matter how straightforward or complicated your needs may be.

We provide the highest level of expertise on tax preparation and offer a personalized level of service. You will want to refer your
friends and family to us.

We provide services dealing with

• Personal Tax Returns
• Corporation Tax Returns
• Trust Tax Returns
• Tax Planning

We aim to provide proactive tax planning to minimize your tax liability. Planning covers:

• Recommending strategies to help reduce a family’s tax burden
• Discussing strategies to minimize tax through structures such a family trusts, holding companies and insurance
• Providing specific corporate and personal tax planning strategies for business owners.

Estate planning involves planning for how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account, the management of an individual’s properties and financial obligations in the event that s/he becomes incapacitated. Assets that could make up an individual’s estate include houses, cars, shares, paintings, life insurance, pensions, and debt. Individuals have various reasons for planning an estate, such as preserving family wealth, providing for surviving spouse and children, funding children and/or grandchildren’s education, or leaving their legacy behind to a charitable cause.

We will listen to your wishes and needs to develop a plan that will last for years. Our aim, whilst preserving family wealth,
is also to preserve family unity among beneficiaries.

As a professional advisor who is a tax specialist in the field of estate planning we will work with your advisors or work with our recommended legal & insurance professionals in getting your estate plan complete.

A typical Estate Plan involves

• Writing a will.
• Setting up any needed trusts
• Identifying potential guardians for living dependents
• Naming an executor of the estate to oversee the terms of the will
• Identifying any life insurance needs
• Tax planning
• Creating/updating beneficiaries on plans such as life insurance, RRSPs, TFSAs
• Setting up funeral arrangements
• Establishing charitable bequests
• Setting up enduring power of attorney (POA) to direct other assets and investments

Trusts could be established to take effect during your lifetime or upon your death. Whether it is best to establish a trust during your lifetime or upon your death will depend on its intended use and your personal situation.

We offer a full range of custom services to suit the needs of small & medium size businesses including:

• Performing accounting compilations (Notice to Reader Statements)
• Preparation of financial statements
• Training of accounting staff
• QuickBooks accounting help / assistance to your book-keepers
• Provision of book-keeping & payroll services