Services
CFO Advisory Services
Discover our comprehensive CFO Report, an essential tool for business financial management. This report offers a deep dive into your company’s financial health, providing clear insights and actionable data. It’s designed to empower decision-makers with accurate and up-to-date financial information, setting the stage for informed strategic planning and financial optimization.
Income Statement: Our Income Statement analysis provides a detailed overview of your company’s revenue streams and expenses. Understand your profitability trends and identify key areas for cost reduction and revenue enhancement. This report is crucial for businesses looking to enhance their bottom line and drive sustainable growth.
Balance Sheet: Explore our meticulous Balance Sheet report, offering a snapshot of your company’s financial standing at any given point. This includes a comprehensive analysis of assets, liabilities, and equity, essential for evaluating your company’s liquidity, solvency, and overall financial health.
Statement of Cash Flow: Gain invaluable insights with our Statement of Cash Flow report. Understand how cash moves in and out of your business, highlighting operational, investing, and financing activities. This report is vital for effective cash management and ensuring sufficient liquidity for ongoing operations and growth opportunities.
Ratio Analysis Report: Our Ratio Analysis Report provides a detailed assessment of your company’s financial health through key metrics. From liquidity and solvency ratios to profitability and efficiency indicators, this report offers an in-depth understanding of your financial position and performance.
Historical Trend Analysis Report: Uncover the story behind your numbers with our Historical Trend Analysis Report. Track the performance of your business over time, identify patterns, and make informed predictions about future trends. This report is a cornerstone for strategic planning and long-term financial success.
Top Customer and Top Expense Category Analysis Report: Dive into our detailed analysis of your Top Customers and Expense Categories. This report helps you understand where your revenue is coming from and where your expenses are going, enabling you to optimize customer relationships and manage costs more effectively.
Cash Balance Forecast: Our Cash Balance Forecast report provides a forward-looking view of your cash position, helping you anticipate future cash needs and plan accordingly. This report is crucial for maintaining optimal cash reserves and ensuring smooth business operations.
Income vs Expenses Forecast: Plan for the future with our Income vs Expenses Forecast. This predictive report helps you foresee potential financial challenges and opportunities, allowing for proactive management of your income and expenses to ensure financial stability and growth.
Forecasted Financial Statements: Get a glimpse into your company’s future with our Forecasted Financial Statements. These projections provide a comprehensive outlook on your business’s financial trajectory, aiding in strategic planning, investment decisions, and stakeholder communication.
Industry Benchmark Report: Stay ahead of the curve with our Industry Benchmark Report. Compare your company’s performance against industry standards to identify areas of strength and opportunities for improvement. This report is key for maintaining a competitive edge and achieving industry leadership.
CFO Basic Report – $600 per year or $50 per month
- Income Statement, Balance Sheet, and Statement of Cash flowCFO Standard Report – $1200 per year or $100 per month
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- All reports in CFO Basic, Ratio Analysis, Historical Trend Analysis Report, Top Customer, and Top Expense AnalysisCFO Premium Report – $2400 per year or $200 per month
- All reports in CFO standard, Cash Balance Forecast, Income vs Expenses Forecast, Forecasted Financials, Valuation Report, and Industry Benchmark.
- All reports in CFO Basic, Ratio Analysis, Historical Trend Analysis Report, Top Customer, and Top Expense AnalysisCFO Premium Report – $2400 per year or $200 per month
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Tax Services
Welcome to our Canadian Tax Services, where we provide comprehensive solutions for navigating the complexities of Canada’s tax system. Our goal is to ensure your complete compliance with the Canadian Revenue Agency (CRA) regulations while optimizing your tax obligations. Here’s how we can assist you:
Personal Tax Planning and Filing: Tailored to your individual needs, we help you maximize tax credits and deductions. Our expertise covers a range of complex tax situations, including investments, rental properties, and self-employment income.
Business Tax Services: We support your business with a spectrum of services, from corporate tax planning and compliance to managing payroll taxes and HST/GST filings. Our strategic advice is designed to structure your business activities for maximum tax efficiency.
Cross-Border Tax Expertise: In today’s global landscape, we also specialize in cross-border tax issues, ensuring compliance for individuals and businesses with tax obligations in multiple jurisdictions.
Audit and Compliance: Our services extend to assisting with CRA audits and keeping you updated on evolving tax laws, thereby minimizing the risk of penalties and fines.
Estate and Trust Planning: We offer strategic estate planning advice, focusing on efficient wealth management and transfer, with an eye on minimizing tax liabilities.
Digital Convenience: Embracing the digital era, we offer state-of-the-art online platforms that allow you to access your tax information and file returns securely and conveniently.
T1 Individual Personal Tax Return
- Basic Return – T-slips only – $100
- Complex Return – starts at $150
- Investment income and expenses – Schedule 4 – $150 per return
- Rental Schedule – $150 First property, then $100 per property
- Self-employed (Sole-proprietor) – $300
- New Immigrant return – $100
- Emigrant return – $300
- Non-resident Return – $300
- Crypto Currency – $500
T2 Corporate Yax Return
- NIL Return – $250
- Basic Return – $600
- Complex Return – $900
T4 – Statement of Employment Income – $50 first slip, 2nd to all other slips – $10 per slip
T5 – Statement of Investment Income – $50 first slip, 2nd to all other slips – $10 per slip
T5018 – Statement of Contractor Payments (Construction) – – $50 first slip, 2nd to all other slips – $10 per slip
T4A – Statement of Sub-contractor – – $50 first slip, 2nd to all other slips – $10 per slip
T3010 – Registered Charitable Return starting – $500
Tax Planning for Corporations and Individuals – $200 per hour
Business Purchase and Sale planning and restructuring – Starting at $2,000
Accounting Services
Compilation Engagement: Discover the key to financial clarity with our expert Compilation Engagement services. Ideal for small and medium businesses, this service simplifies financial statements, ensuring accuracy and compliance. Our approach offers peace of mind, preparing you for audits, investor reviews, or strategic planning. Trust us to unlock your business’s financial potential.
Business Plan for New and Existing Businesses: Propel your business to new heights with our tailored Business Plans. Whether you’re starting fresh or scaling up, our comprehensive plans provide a roadmap to success. We specialize in market analysis, strategy development, and financial forecasting. Partner with us to transform your vision into reality and secure funding or investor confidence.
Immigrant Investor Program for Saskatchewan, Manitoba, and Alberta: Navigate the Immigrant Investor Program effortlessly with our expert guidance. We specialize in the unique opportunities available in Saskatchewan, Manitoba, and Alberta. Our team provides personalized strategies for investment, ensuring compliance and maximizing your chances of success. Start your Canadian entrepreneurial journey with us.
Business Buy and Sale Restructuring based on Optimized Tax Scenario: Revolutionize your business transactions with our cutting-edge Buy and Sale Restructuring services. Focused on optimizing tax scenarios, we ensure profitable deals while minimizing tax liabilities. Whether you’re buying or selling, our strategic approach aligns with your financial goals, offering seamless transitions and enhanced value.
Business Exit Plan: Secure your future with our comprehensive Business Exit Planning services. Tailored to your unique goals, we offer strategies for succession, sale, or closure. Our approach maximizes value and ensures a smooth transition, safeguarding your legacy and financial security. Plan your exit with confidence and precision.
- Compilation engagement – $1,500 per engagement
- Business Plan for New and existing business – $1,500 per engagement
- Immigrant Investor Program for Saskatchewan, Manitoba and Alberta – $5,000 per engagement
- Business Buy and Sale Restructuring – Starting at $2,000 per engagement
- Business Exit Plan – $2,500 per engagement.