Financial Services
Strategic Planning
Financial planning involves developing comprehensive strategies to manage finances effectively, achieve financial goals, and secure long-term financial stability. Running a successful business requires a lot of your time and energy... and finances. Do you have the financial skill set to effectively meet your needs? Can you afford not to? Developing a roadmap to achieve the financial goals and objectives of your company is critical. We are here to provide both short-term and long-term strategies to maximize your profitability and sustainability.
- Cash Flow Plans
- Financial Reporting and Data Analysis
- Cost Analysis and Reduction
- Financial Projections and Forecasts
- Budgeting and Financial Models
- Capital Investment Planning
Audits
Audits involve examining financial records and processes to ensure accuracy, compliance, and transparency. With the various audits expected from all the government programs (CERS, CEWS, etc), audits can get pretty stressful. Add us to your corner to ensure things are handled efficiently, fairly, and to ensure you get the best result.
In addition, Internal audits can provide immense value, whether it’s fraud prevention and detection or evaluating and recommending internal controls to protect your assets. We can provide value and peace of mind with our internal audit service.
- Government Audits
- Canada Revenue Agency Audits
- Tax Audits
- Internal Audits
- Payroll Audits
- Risk Management and Compliance audits
Bank Assistance
Bank assistance services involve helping clients navigate financial transactions, secure financing, and optimize banking relationships to support their business objectives. Need a Notice to Reader or Review completed? Wonder what your financial statements are telling you? Worried you will overpay for a CPA? We are here to prepare, train or decipher your finances.
- Financial Statement Assistance
- Program Application
- Government Grants and Applications
- Loan Applications and Negotiations
- Notice to Reader and Review
- Tax Planning and Compliance