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Acquisitions and divestitures, preparing your business for sale, effective business structures, restructuring, management services, strategy, business performance, operational issues, budgeting, succession planning, and foreign operations.
ESTATE & SUCCESSION PLANNING
Trusts, life insurance, succession planning, will-based taxation and planning strategies, and inter-generational transfers. Life-goal planning, coordination of professional services, and long-term guidance.
FINANCIAL & MANAGEMENT SERVICES
Fund accounting and audits, CEO, CFO, Controller, and Bookkeeping services. Business issues, operational strategies, wealth creation, and financial management.
FILM, TELEVISION & DIGITAL MEDIA
Pre-Production, Production, and Post-Production accounting and cost reports including CAVCO A/B, CRTC C#, OFTTC, OPSTC, OCASE, CMF, OMDC, and OIDMTC. We also manage the financing/certification/audit process.
US & CANADIAN TAXATION
Personal and corporate returns, Canadian and US tax planning and strategies, estate planning, business structures and strategies, cross-border transaction planning, trusts and limited partnerships.
Director, CEO, CFO, Controller, and accounting services, quarterly and annual financial statements and MD&A, initial public offerings, reverse takeovers, due diligence, and operational issues.
ACCOUNTING & ASSURANCE
Compilation, review and audit engagements, special purpose audits, improving the quality of business information, and audits of non-financial information. Bookkeeping and support for many software packages including QuickBooks, Sage, Xero, EASE, and VISTA.