Services - V1

Personal assistance with years of experience, advanced training, technical, and financial acumen.

Financial & Tax Services

Business Process Analysis

Business Process Analysis (BPA) is a methodology for the analysis of a business with a view to understanding the processes and improving the efficiency and effectiveness of its operations. It describes the processes involved, parties participating, information exchanged and documents produced.

Cash-Flow Forecasting

Financial forecasts and projections, sometimes known as business plans or budgets, are most often prepared by businesses looking to obtain financing, related to a business start-up, to finance growing operations, or a corporate acquisition. In our experience, those companies that prepare budgets annually and use the information as a benchmark to compare against their actual results, tend to perform better than those that don't.

Business Succession Planning

Effective transition of your business to successors is critical to its continued prosperity, and to your comfortable retirement. This can be a particularly delicate situation for a family business. We are experienced in solving not only the technical issues associated with business succession, but also guiding clients through the emotional issues.

Sale or purchase of a business

Preparation and planning are key to the successful purchase or sale of a business. We assist clients with all aspects of the transaction, including valuation, cash flow analysis, negotiation strategies, tax minimization and transition planning.

Financial Planning

A comprehensive financial plan enables you to face financial that may present themselves at various stages of your journey. Through the financial planning process, we help you assess your financial needs and develop strategies that enable you to achieve your financial goals. The creation, implementation, and periodic review/updating of a personal financial plan during working years and through retirement, will enhance your ability to sustain financial independence.

Financial Statement Preparation

We can assist you in the preparation of your financial statements in accordance with professional standards. Your financial statements serve as a useful tool to analyze your business and base decision making on accurate information.

Corporate & Personal Tax Compliance

Planning | Nobody wants to pay more tax than necessary. We assist individuals and corporations in structuring their financial affairs to minimize the amount of tax paid.

Preparation | We ensure that your personal and corporate tax returns are filed accurately and on time. If the tax authorities query certain aspects of your return or decide to audit you, we will represent you in resolving the issues.

CFO Consulting

We partner with our clients to develop long-term goals and strategies to facilitate future growth and success of their business. They often rely on us as their "go to" business advisors when confronted with situations they are not accustomed to dealing with daily. In addition to our senior staff's industry experience, we have an extensive network consulting professionals we engage for support.

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse, and can minimize the tax due on the transfer of your business and personal assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. After an individual's death, we work with the estate trustees (executors) to ensure that the deceased's final tax return and estate tax returns are filed accurately, on time and so as to minimize the amount of tax paid.

Gross Profit and Inventory Valuation

The gross profit method is a technique used to estimate the amount of ending inventory. The technique could be used for monthly financial statements when a physical inventory is not feasible. This method relies on the historical average gross profit to calculate the ending inventory. Typically, a company will use its income statement to calculate gross profit and average the results over time.

Accounting Software Needs Assessment

The product must be just right: It shouldn’t contain more features than you need to avoid added costs, it should incorporate features that streamline the operation of your business, and it should be easy to customize to your unique business needs to avoid taking on manual accounting practices. You should feel confident the software publisher will be able to provide upgrades and support as needed.

Internal and External AUDITS

We provide financial statement reporting at all three levels of assurance:

Audit | An intensive examination with the highest level of assurance that the financial statements are fairly stated; normally required by publicly accountable companies and not-for-profit organizations. They are also often required where the company has significant bank debt

Review | Limited assurance report on the financial statements based on enquiry, discussion and analytical procedures. Resulting statements are presented in accordance with generally accepted accounting principles, often making them acceptable to lenders, in lieu of audited statements.

Compilation | Based on information provided and used primarily for filing with corporate income tax returns as well as internally


We are proud to serve clients who come from over 40 countries around the world.


  • Manufacturing and Distribution
  • Metals
  • Not-for-Profit
  • Pharmaceuticals and Life Sciences
  • Private Equity
  • Professional Services
  • Real Estate
  • Retail
  • Software and Technology
  • Transportation and Logistics

With businesses are as diverse as they are: 

  • Communications
  • Construction
  • Dealerships
  • Engineering and Media
  • Financial Services
  • Food and Beverage
  • Government Contractors
  • Healthcare
  • Higher Education
  • Insurance