Ward & Uptigrove

Accounting

Your success is our business

For 65 years, Ward & Uptigrove has uniquely approached our clients’ corporate and personal financial needs. We’ve listened, identified gaps and developed services to support small business owners.

Individual Consideration

Proactive Approach

Responsive Advice

High-Touch Services

Optimized, Informed Solutions

Results for Success

Individual consideration

Responsive advice

Optimized, informed solutions

Proactive approach

High-touch services

Results for success

Trust us to provide more than compliance work

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

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We appreciate that Ward & Uptigrove not only completes the work required, but suggests and makes recommendations on where they see current and potential shortfalls. We can continue to work to our strengths by allowing them to work to theirs on our behalf.

- Tyler Van Dyke, President, 

T&T Power Group Inc.

Accounting & Assurance Services

  • Audit Engagement
  • Review Engagement
  • Compilation Engagement

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

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

Agri-Business Grant Applications

  • AgriInvest & AgriStability
  • Preparation and submission of annual reporting forms to AgriCorp
  • Review of program benefits 
  • Poultry and Egg On-Farm Investment Program
  • Registration with the program
  • Completion and filing of applications

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

 

Meet Our Partners

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.
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