Auditing & Accounting
When properly performed, accounting should evaluate financial practices, identify inefficiencies, and service opportunities.
- Income tax preparation.
Income tax planning and consulting.
Business start-up consulting.
General ledger review.
Taxation Services
We approach the tax aspects of financial management beyond simply meeting statutory requirements. We also advise each client on the most advantageous techniques available for minimising or deferring income taxes
- On-site Bookkeeper.
- On & Off-site Bookkeeping.
Tax compliance and planning.
Estate and gift tax planning.
Restructuring & Reorganisation
Expertise in the evaluation of the prospects for the business, determining alternatives for reorganisation, sale or liquidation; management evaluations; investigation of insider or related party transactions; review of programs for reducing costs or obtaining operating improvements.
Evaluating debtor business plans.
Creditor reorganisation plan negotiations.
Bankruptcy negotiations.
Reorganisation, sale or liquidation evaluations.
Business Valuations
These services focus on assisting clients, attorneys, and others in estimating the fair market value, (or other appropriate standard of value), of closely held entities for various types of litigations and estate & tax planning purposes. The types of litigations include family law matters, dissident and oppressed shareholder lawsuits and partnership disputes.
Buyer & seller due diligence.
Organisational structure & personnel review.
Fair market value calculation & estimations.
Capital Access & Financing
We work closely with clients to develop financing objectives & to identify appropriate sources of debt and equity. Our strong contacts throughout the financial services industry enable us to match client needs with the specific requirements of the banking and investment communities.
Identify sources of debt and equity.
Match client needs with investors.
Estate Planning
Effective asset protection is of increasing concern to families. In conjunction with our attorney’s, we offer comprehensive estate planning services including the structuring of wills, to creating Family Trusts, transitioning family businesses, and other strategies to mitigate excessive taxation.
Structuring of wills.
Family Trusts management.
Excessive taxation mitigation.
Trust coordination.
Financial Planning
Our financial planning services help our clients save or defer taxes and retain capital. We work with other services providers to provide guidance in the following areas: designing a personal financial plan, asset management options, portfolio diversification strategies, insurance and estate planning, retirement cost planning and pension and profit sharing plan implementation.
- Strategies for owner’s contributions.
- Designing group benefits.
Portfolio diversification strategies.
Pension and profit sharing solutions.
Retirement cost planning.
Information Systems
We believe that new technologies are central to innovative solutions. We are continually reviewing and testing latest software packages and select and implement accounting reporting packages for clients. We actively promote and support XERO, Pastel and Quickbooks software.
Current software system audits & reviews.
Accounting & reporting software implementation.
Pastel implementation & support.
Quickbooks implementation & support.
XERO implementation & support.
Management Consulting
Management consulting services cover the full scope of business, management and operational issues, from budgeting, organisational structure, personnel assessment, and hiring to strategic planning, business plans, finance sourcing, equity and debt sourcing. Our management consulting services help companies respond quickly to current and evolving business, economic and organisational issues..
Organisational structure analysis.
Personnel assessment.
Strategic planning.
Equity and debt sourcing.
Merger & Acquisitions
Due diligence investigations, that validate financial & tax information, and identifies any potential areas of concern. We counsel companies on structuring transactions to maximise economic returns and minimise the tax burden. We also assist companies in creating practical business plans which confront the critical questions of asset redeployment and diversification, acquisition and disposition strategies and corporate growth plans.
Due diligence investigations.
Creating practical business plans.
Acquisition and disposition strategies.
Corporate growth plans.
Bookkeeping
Our professional bookkeepers take care of your company financial controls and administrative functions related to bookkeeping.
- On & Off-site Bookkeeping.
- Complete management accounts.
- Credit control and updates.
- Virtual Bookkeeper.
Payroll
Taking care of all your monthly payroll functions.
- Monthly and weekly payrolls.
- Prepare the year-end returns.
- Prepare Auto-Enrolment details.
- Pension provider.
Outsourcing
With the tight labour market, many companies cannot recruit or retain the experienced personnel that are needed to run a successful accounting department. Our solution to this problem is the complete outsourcing of a company’s accounting department to our experienced personnel, whereby our firm, instead of yours, would be responsible for the day-to-day accounting functions. With computers, e-mail and the Internet, it has become much easier to have a remote accounting department. The benefits to the client include reduction of accounting department personnel and the related payroll and benefits costs, and reduced management time. More importantly, the client benefits from more accurate and timely financial reporting overseen by CA’s..
- General ledger accounting.
Accounts payable/receivable.
- Payroll and sales tax return strategy.
Account reconciliations.
Get in touch for a consultation.
We will take care of your accounting and administrative services.