Ladysmith: 250-245-1429

Duncan: 250-748-1426

Our Services

Small & Mid-size Business Accounting

Small & Mid-size Business Accounting

  • Produce financial statements at the notice to reader, review, or audit level as well as provide advice to our clients in a timely and accurate manner
  • Assist clients in complying with required corporate filings including corporate tax, GST, PST, payroll
  • Provide meaningful, well-organized bookkeeping to ensure that your business operations will run more efficiently on a daily basis
  • Develop and implement tax plans and strategies based on the needs of our clients
  • With a full range of cost effective accounting and consulting services we can cater to anything our clients need
Non-Profit Organization Accounting Services

Non-Profit Organization Accounting Services

  • Financial presentation for annual general meetings at client request
  • Assistance for management with operation issues as needed
  • Development and implementation of controls and accounting systems
  • Tax filings/assistance with charity returns and correspondence with Canada Revenue Agency
  • Preparation of financial statements at the notice to reader, review or audit level
Accounting For Employees

Accounting For Employees

  • Employment expenses
  • Filing your personal tax return
  • Assistance with RRSP planning
  • Claims and Deductions
Investment Accounting Services

Investment Accounting Services

  • Calculate and prepare schedules of capital gains and losses
  • Separate and calculate investment income versus active business income
  • Tracking forms of investment income and advising on tax strategy
Accounting For Executors & Trustees

Accounting For Executors & Trustees

  • Preparation and filing of final income tax returns
  • Preparation and filing of estate returns
  • Accounting for inflows and outflows of estates
  • Obtaining clearance certificates from Canada Revenue Agency
  • Assist with payroll functions for executor fees
Retirement Accounting Services

Retirement Accounting Services

  • Preparation for retirement
  • Planning saving and withdrawals
  • Planning Investments
  • assistance with pension plans/contributions and withdrawals