Our Services

Audit Engagement Services

Audit and financial statement preparation for private corporations, not for profits and charities. The objective of an audit is to give an opinion on the financial statements as to whether they show a true and fair view. An audit is detailed and gives a reasonable level of assurance.

Compilation engagement / Notice to Reader Financial statements

Notice to readers is an engagement where I take your raw data and assemble it into financial statements. This is common where there is close oversight and shareholders are actively involved in the day to day running of operations. The end goal for most compiled financial statements is the preparation of tax returns.

Review Engagement

Review and financial statement preparation for private corporations, not for profits, condo boards and charities.The objective of a review engagement is to give an opinion that nothing has come to my attention that the financial statements do not show a true and fair review. In this type of engagement a negative opinion is given. The level of assurance is not reasonable, but limited based on the procedures carried out in the review.This is usually required by banks, grant funders and certain users of the financial statements.

Accounting and Bookkeeping

Full cycle bookkeeping services for private corporations, charities and not for profits. Our services encompass comprehensive Accounting and Bookkeeping solutions. We systematically record, analyze, and interpret financial transactions, ensuring accuracy and organization in your financial records. Trust us for informed decision-making and regulatory compliance to maintain your business’s financial health.

Corporate Tax

Corporate tax returns preparation for CCPC’s, charities and not for profits. 

CFO Services / Business consulting

Our Chief Financial Officer (CFO) Services provide strategic financial leadership for your business. With a focus on financial management, risk assessment, and strategic planning, our CFO services ensure optimal decision-making. Trust us to guide your financial strategy, streamline operations, and enhance overall financial performance, allowing you to navigate the complexities of business with confidence.

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