Beyond the Numbers
Small Business Solutions Tailored to Owner-Managed Businesses.
Tax Planning is More Than Just Number Crunching
As professional accountants, we understand what it takes to compete in today's business environment. With rising competition and technology advancements, the rapidly changing economic landscape has become more difficult to navigate then ever before. As such, we are committed to simplifying your life by using the latest innovative business solutions and planning strategies, so you can focus on the things that matter most to you.
Accounting
Solid financial statements are at the core of all of your decisions as a small business owner. We’ll prepare your company’s year-end financial statements in accordance with professional standards, in a way that enables you to be clear on where your business stands and how it has performed over time. We’ll make the process easy to understand, and we’re always available for questions when you need us.
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Financial statement preparation with Compilation Engagement Report.
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Financial statement analysis and interpretation.
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Preparation of journal entries to record complex transactions.
Corporate & Personal Tax
Let's look beyond the routine preparation and filing of your tax returns and ensure you’re optimizing your deductions. We’ll help you comply with the ever-changing income tax rules and legislation. Together, we’ll make a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to reach your financial goals.
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Income splitting with family members while being compliant with complex rules.
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Shareholder remuneration strategies with dividend vs salary decisions.
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Tax efficient business set up options including incorporation vs. sole proprietorship.
Bookkeeping
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Full cycle bookkeeping – monthly, quarterly or annually.
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QuickBooks, Xero or Simply Accounting.
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Personalized training and support.
Technology is evolving at a rate that can be difficult to manage. Let's look at accounting solutions that maximize efficiencies with the latest cloud-based tech to save you time and money. Our bookkeeping services are customized to your needs, and provide reliable, up-to-date information so you can make sound decisions for business growth. Enjoy the confidence of knowing we’ll take care of your bookkeeping, payroll and GST requirements.
Business Plans
Having a business plan is integral to helping you set goals and achieve them. We’ll work with you to identify milestones and timelines for your business growth, and establish targets so you can track performance. We’ll focus on determining a need for your product or service, communicating how you plan to build your business and establishing how much funding you require to start your venture and stay competitive.
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Business overview and market analysis.
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Products, pricing, sales, and marketing.
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Operations, management, financial calculations and forecasts.
No matter what industry you're in, being in business comes with challenges. As a small business ourselves, we’re focused on understanding your goals while recognizing that entrepreneurs’ business and personal tax needs are very much intertwined.
I Am
Trained in Numbers, But
My Business is
Customer
Service
We work with small and medium sized business owners, sole proprietors, and contractors to provide personalized accounting, tax, and bookkeeping services. We ensure your deadlines are met, financial statements are properly prepared, and all eligible expenses are deducted.
We can also help you choose the most appropriate accounting system for you by exploring innovative solutions to improve business processes. This way, you can spend time doing the things you enjoy, and focus on the growth and development of your company.
As a boutique firm, we’re committed to providing a broad range of exceptional, professional services at an affordable rate. Contact us today for a complimentary consultation to find out how we can meet your tax, accounting, and bookkeeping needs.
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Ready to Get Started?
Contact Naomi today for a complimentary consultation to see how her range of professional services can assist you in meeting your business needs.