Services

Accounting Advisory Services

  • Incomplete Record and other adhoc Bookkeeping & Advisory - IRBs

  • Financial Statements Preparation & Advisory- Single Entity

  • Financial Statements Preparation & Advisory- Group Entity

  • Tax Advisory & compliance on financial statement & Advisory - Single Entity

  • Tax Advisory & compliance on financial statement & Advisory - Group Entity

Payroll Related Services

  • Full-cycle Payroll Account Administration & Advisory

  • Filing of payroll returns, forms T4/T4A and documents

  • Consolidated payroll end of year reporting

  • Record of Employment (ROE) preparation and filing

Taxation Advisory Services

  • Federal and Provincial Tax Returns (T1/T2/1040/1040NR etc.) - CAN & US

  • Tax Planning Advisory - Federal and Provincial Tax Rebates & Refunds

  • Independent Research and Development Tax Claims - SR&ED

  • Trust Advisory services - Business structure & ownership Changes

  • Other Tax Advisory Matters - NGOs, NPOs etc. & Tax Exemptions Guidelines-T3010/990s etc. for CAN & US

Recruitment, Capital Market Representatives & Deal Advisory

  • Recruitment & Inclusive Hiring Advisory Subject - Under-represented groups

  • Capital Mkt NRD filing - CAFR

  • Capital Mkt SEDI filing - CAFR

  • Capital Mkt SEDAR filing - CAFR

  • Capital Mkt Other EFORMs filing - CAFR

Virtual CFO Services (vCFO)

  • Business Strategic, Financial Planning & Cash Flow Management

  • Budget Planning & Forecasting - Detailed Financial Modelling & Scenario Planning

  • Corporate & Fianncial Reporting - Executive-Level Reporting/Predictive Analytics

  • Risk Management & Mitigation - 4Ts Techniques-ICFR Compliance Reviews

  • Capital Structure Financing & Deal Advisory - Prospectus & Proxy Reviews

Financial Planning, Pension Administration, Insurance & Risk Mitigation

  • Personal Life Insurance & Annuities

  • Business Life Insurance for Owners - Buy or Sell (Business Succession Insurance)

  • Business Overhead Insurance Planning & Risk Mitigation

  • Business Advisory on Managing Risk Exposure

  • Group Retirement Savings Plans: Group Pension Adminstration

  • Segragated Funds & Other Investment Plans

  • Trust Adminstration, Reporting Obligation Management & Estate Planning

Forensic Accounting & Investigation Training

  • Money laundering & Fraud Risk Assessment

  • Forensic & Investigative Accounting - Risk Mitigation

  • Financial Crimes, Conflict, and Regulatory Gaps

  • Loss Quantification & Asset Tracing and Recovery

  • Psycology of Fraudsters: The White-collar Crimes etal.

Independent Research Services

  • Business planning Research & Design

  • Business executory services & Implementation Drive

  • Market Survey and Evaluation of Strategic Options

  • Business Continuity Planning Documentation

  • Due Diligence Review on M&A Preliminary Fact Findings & Advisory

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