Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service. We have listed the services that we offer to our clients, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cosst effective accounting services including the following:

  • General ledger and financial statement preparation
  • Compilation Engagement Report (CER)
  • Financial statements for tax reporting purposes
  • Accounting systems setup and controls

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

  • Management and business strategies
  • Business purchase and sale
  • Succession planning
  • Financial and retirement planning
  • Estate planning

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Business start-up expansion
  • Budget and cash flow forecasting
  • Cash and asset management
  • Cost and pricing models
  • SRED Claims

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

  • Personal and corporate tax planning
  • Tax return preparation for:
    • Individuals
    • Corporations
    • Trust and Estates
  • Commodity tax planning and compliance

Proper bookkeeping is an important component for any business. It assists business owners keep organized and compliant with government remittances; and provides information to help them measure and manage their business. However, it can easily become a hassle. At LPCPA, we can tailor a solution that will streamline the process and minimize your time in this area. Our services include:

  • General bookkeeping
  • Payroll services
  • Compliance with HST, ETD, WSIB, EHT, corporate tax, union dues, and other regular remittances
  • Bank and other account reconciliations
  • Monthly reports
  • Preparation of annual T4s, T5s, T5018s etc.
  • Quickbooks, Sage 50 and iCloud ready