Review engagement
  • Provide review engagement services.
  • Review engagement offers a negative assurance report and gives a moderate level of assurance on the reliability of the financial information of a business. Review engagement reports are often required by investors or financial institutions if the company has an outstanding debt. Review procedures consist of financial enquiry, application of analytical procedures, and discussion.

Compilation engagement (Notice to Reader)
  • Providing assistance with the preparation of financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for owners, management, and stakeholders for making financial decisions.
  • Bookkeeping services provided when needed.

Tax services
  • A full range of tax services from basic compliance to advanced tax planning.
  • Identification of tax planning opportunities that minimize both current and future tax liabilities.
  • Tax services offered include:
    • Tax planning for individuals, corporations and estates.
    • Tax and Information Return preparation for individuals, corporations, partnerships,estates and trusts, and not-for-profit organizations.
    • Assistance with Canada Revenue Agency.

Business advisory services
  • Preparation of financial forecasts and projections.
  • Controller services for companies requiring financial expertise but without the budget or workload to necessitate a full-time professional.
  • Consulting services in identifying areas negatively affecting profitability and growth, developing solutions that are practical and technically sound.

Bookkeeping and other services
  • Providing bookkeeping services on a monthly (quarterly, annual) basis and preparation of necessary reports to help manage the business.
  • Maintenance of a General Ledger and General Journal.
  • Accounts reconciliation.
  • Payroll services including T4 and T5 preparation.
  • HST, WSIB, and EHT filings.


If you are wondering whether or not you will need professional assistance with your tax and accounting, do not hesitate to call or e-mail to book a free initial consultation. This will allow you to find exactly what type of services will be the most beneficial to you.