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Accounting

Trust us to provide more than compliance work

Accountant with farmer in field

Your success is our business

 

We work with you to deliver responsive, proactive tax, accounting and advisory services in an environment of trust, integrity and open communication.

 

We provide you all aspects of accounting, tax services and planning to support a business’ and individual’s lifecycle with

Accounting & Assurance Services

  • Audit Engagement

  • Review Engagement

  • Notice to Reader Engagement

Chart - as Assurance increases, so does compilation

Tax & Estate Planning

Business Advisory Services

  • Structure
  • Succession Planning
  • Valuations
  • Budgeting and Planning
  • Financing and Cash Flow Management

Agri-Business Grant Applications

  • Complete or review applications
  • Review of approved benefits
  • Integration with business planning
accountant with vet at clinic

Bookkeeping & Accounting Software Support

Ward and Uptigrove Logo

Accounting

Trust us to provide more than compliance work

 

Accountant meeting with farmer in field

Your success is our business

 

We work with you to deliver responsive, proactive tax, accounting and advisory services in an environment of trust, integrity and open communication.

 

We provide you all aspects of accounting, tax services and planning to support a business’ and individual’s lifecycle with

  • Clarity to see the opportunities
  • Direction to guide you along the way
  • Results to help you succeed.

Accounting & Assurance Services

  • Audit Engagement

  • Review Engagement

  • Notice to Reader Engagement

Chart - as Assurance increases, so does compilation 

Tax & Estate Planning

  • Tax Compliance Services

    • Preparation of corporate and personal tax returns

    • Assistance with Canada Revenue Agency reviews and audits

  • Tax Planning Services

    • Personal compensation planning

    • Business ownership structures

    • Structure of business sale/purchase transactions

  • Estate Planning
    • Review current wills and offer tax savings strategies

Business Advisory Services

  • Structure
  • Succession Planning
  • Valuations
  • Budgeting and Planning
  • Financing and Cash Flow Management

accountant with vet at clinic

Agri-Business Grant Applications

  • Complete or review applications
  • Review of approved benefits
  • Integration with business planning

 

Bookkeeping & Accounting Software Support

  • Software Consulting Services:  implementation, training, and support

    • QuickBooks Desktop, QuickBooks Online, Sage 50, Sage Business Vision and Spire

  • Bookkeeping Services

    • Work with software, bank reconciliations, government filings, business registrations, payroll services, tax slip preparations, ROE preparation