YOUR SMALL BUSINESS AND AGRICULTURE SPECIALISTS
“Service makes all the difference. We are a family-run business in rural Alberta. Our focus is on building relationships with our clients and providing personalized service that helps you to get the most out of your financial picture.”
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MAKE THE MOST OF EVERY DOLLAR
Personal returns - self-employed, farm, other
Corporate returns - small business, farm, other
Estate returns - personal (utilizing capital gains)
Representation on audits/appeals
Planning & consulting
T4, T5, T5018 preparation
Government agriculture program applications
Coordination with client recordkeeping methods
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FINE TUNE YOUR BUSINESS
Financial statement preparation
Performance analysis – monthly, quarterly, annually
Strategic Analysis – buy/sell propositions
Budgeting, projection, and forecasting
Bookkeeping consulting
Assistance to set up records (personal and corporate)
Training in accounting software integration
Coordination with client recordkeeping methods
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PLAN AHEAD
Estate planning
Will planning
Corporate succession planning
Family succession planning