Financial Advisory & Strategic Business Planning Courtice, Oshawa, ON

We have experts available to handle a wide variety of services you might need.  Including, but not limited to, the following:

  • Financial Advisory Services
  • Prepare and Review Financial Statements
  • Deal with Canada Revenue Agency on all tax related matters, enquires and notice of assessments.
  • Assess the financial health of your business; recommendations to improve your bottom line
  • Financial & Strategic Business Plans and Budgets
  • Cash Flow Forecasts and optimization of Working Capital
  • Prepare GST, HST and other government required tax and information returns
  • WSIB registration, sign up, filing, reviews, etc.
  • Human Resource administration (hiring, interviewing, terminations, performance appraisals, payroll admin)
  • Raise short and long term financing
  • Project Management
  • Review and assess internal controls
  • Assistance in Buying or Selling your company
  • US Tax Matters
    • US & international Tax issues
    • US gambling and lottery winnings
    • Canadians owing property in the US.
    • Assist US Citizens living in Canada comply with the IRS filing rules.