Boutique Chartered Professional Accounting firm specializing in small business tax and accounting services with 20+ years experience.

Helping small business owners understand what story their numbers are telling them.

Providing:
* Bookkeeping services
* Yearend Compilations/Notice to Reader statements (1)
* Personal and Corporate Tax returns
* Estate and trust returns
* Projections for financing
* Consulting for startups and tax planning

Offering a Free no obligation 1 hour 1st time meeting and quote.

Online booking app available on my website

Credit cards accepted.

Quickbooks Online Certified Advanced Pro Advisor

Sage 50 Specialist

(1) Special Yearend package deals available which include Notice to Reader Financial Statements, one-hour meeting/discussion on business, one hour tax planning/consulting and emails for one fixed price.

Conveniently located in Dartmouth

ACCOUNTING
Financial statement preparation
Compilation (Notice to Reader)
Financial projections for financing
Identifying inefficiencies
Risk analysis
Financial statement analysis
Discussion on Salary vs. Dividends
Bookkeeping

CONSULTING
Strategic planning
o Strategy mapping
o Updating business plans
o Risk assessments
o Growth and profitability
o Performance metrics - balanced scorecards
o Change management
Discussion on Incorporating vs. Sole proprietor
Customized accounting policies and procedures

STARTUP ASSISTANCE
Business plans
Projections
Cash flow forecasting
Discussion on incorporating vs. sole proprietor

TAX
Corporate and personal tax returns
Family trust and estate returns
Corporate and personal tax planning
Identifying tax saving opportunities and issues