Financial statement preparation
The need for financial statements may vary from year-end reporting to shareholders, to applying for loans, to selling the business. We’ll work with you to decide the correct level of assurance for your situation—Notice to Reader, Review Engagement, or Audited Financial Statement—and prepare a report.
Accounting and financial reporting
Although technology runs at an incredible pace, traditional accounting practices are still in place to help businesses manage transactions, keep track of cash flow, record revenue, and realize profits. It’s not simple—and it’s why most businesses hire accountants. We can work with you or your bookkeeper to ensure your company is in good financial health and prepare the statements and reports to show it.
Government reporting requirements
Every level of government has different requirements for financial reporting, and these can change. We stay on top of the requirements so you don’t have to, and prepare your documents so your business is fully compliant.
Budgeting is a challenge for many businesses. We’ll look at your current situation and your plans for the future to determine how to best allocate your assets, plan for debt repayment, and build equity.
Accounting software consulting and implementation
There are many great products available to help you manage your company’s day-to-day finances. We can help you identify the best software for your needs and set it up so it runs correctly. We have no affiliation with any particular software company, but we’re familiar with many, so you can count on our unbiased advice.
Non-profit accounting and compliance
Non-profit organizations have unique tax rules and reporting requirements. Our team has a depth of experience in this sector, and can advise on best practices for non-profit accounting and tax planning, and provide audited financial statements to meet your organization’s mandate.
Financing your business
Whatever the reason you need funding—expansion, debt relief, innovation— we can help! We’ll work with you to determine your best source for that funding, how much money you actually need, and, most importantly, we will move you through the application process to secure it.