Chartered Professional Accountant

We prepare unaudited financial statements (financial statements that do not express an opinion or provide assurance) for use by management of private companies.

We prepare income tax returns for small businesses, individuals, and corporations.

Accounting software comes in many shapes and sizes. What works for one business may not work for another. Selecting the right software for your unique business can be a tool to support your success. A poor selection can at best be a frustration—or worse, it can put your business on a path to failure. 

Implementation is critical. A well-prepared implementation plan will save time and money. A poorly executed implementation can be devastating for your business. 

System implementations can be overwhelming, and if you have not experienced it before it is difficult to know what questions to ask. 

If you’re considering a system implementation, we can help you:

• Identify and evaluate alternatives
• Identify risks and potential impediments to successful implementation
• Develop an implementation plan
• Manage implementation and post-implementation

Starting a new business or a new business unit can be daunting, and, at times, overwhelming. There are many details that must be considered, from financial analyses to assessing feasibility, to corporate set up, to developing policies and processes. Getting these right can mean the difference between success or failure.

We have experience as entrepreneurs, business owners, and as employees. We have helped establish new businesses in Canada, the US, and as far as China. 

If you’re planning to start a new business, we can help you develop a comprehensive plan to identify:

• resources and support you will need;
• important details you will need to be aware of; and 
• steps you will need to take to get your new venture off to a smooth start. 

Acquiring a new business also requires careful thought and planning. How the deal is structured can have significant benefits or costs to both the vendor and purchaser. Change management after the deal closes is imperative to the future performance of the business under the new ownership. 

We have extensive experience in forming, building, and leading high-performing teams. We have helped businesses and business owners manage change when acquiring new businesses and integrating teams. 

If you’re planning to acquire a new business, we can help you

• develop a purchase offer and optimal structure;
• identify the steps you will need to take to complete the transaction; and
• manage change after the deal has closed

Operating a business shouldn’t be something that happens to the owner, it should involve an iterative process of developing, executing, and evaluating a strategic plan that is aligned with the owners’ objectives.

Whether you prepared a business plan at the start of your operations or not, once your business is up and running you need a strategic plan. This is not a once-and-done process; it should be an ongoing and iterative process. 

We can help you:

• Identify and flesh out the specific vision, mission, and objectives for your business
• Develop a comprehensive strategic plan
• Evaluate an existing strategic plan
• Implement and evaluate your strategic plan

Sometimes your business needs to turn to external sources of financing to support its objectives. Lenders want to feel comfortable that any borrower will be able to meet their financial obligation in the future. A well-prepared financing proposal can give them the assurance they need that your business will be able to repay its debt. It can mean the difference between getting the financing you seek or getting rejected.

If you’re considering seeking external financing, we can help you:

• Evaluate an existing financing proposal
• Quantify and assess the need for external financing
• Identify and assess alternative sources of financing
• Prepare a comprehensive and effective financing proposal

The financial performance of any business shouldn’t be a surprise. A comprehensive budget and cash flow forecast is imperative not just to the profitability of your business, but to its very viability. Well-prepared budgets and forecasts can help you identify potential financial challenges, and to be prepared to deal with unexpected events.

We have extensive experience developing detailed budget and forecast models, and we can help you:

• Evaluate an existing budget or forecast
• Develop a comprehensive budget
• Develop a comprehensive cash flow forecast

There are many forces—both externally and internally—that can put your business at risk, such as competitors, supply-chain challenges, government policy, and even employees. Identifying these risks is not always easy. An experienced advisor can help you to identify these risks and put strategies in place to mitigate their impact on your business.

We can help you:

• Perform a comprehensive risk survey
• Evaluate and assess risks
• Develop risk mitigation strategies