Business Details
29 Years
experience
Trusted Accounting and Tax Services in Brantford
With over 30 years of dedicated service, our firm has established itself as a trusted partner in accounting, tax, and advisory services. Founded in 1997, we build on decades of experience gained since my initial training began in 1988. Our CPA designation reflects rigorous professional standards and oversight, ensuring clients receive accurate, ethical guidance. We specialize in serving small and medium businesses, professionals, and nonprofits, offering tailored solutions for financial statements, tax planning, and strategic advisory.Our community involvement, including leadership roles in CPA Ontario and volunteer work with local organizations, underscores our commitment to both professional excellence and social responsibility. We prioritize personalized service, collaborating closely with clients to navigate complex financial challenges while maintaining transparency and integrity. Our expertise extends to corporate structuring, succession planning, and compliance, supported by a focus on continuous system improvement and client education.
Services
Accounting Services
Tax Planning
Business Advisory
Bookkeeping Support
Financial Statements
Details
- Year established: 1997
Highlights and features
- 30+ years of accounting experience since 1988
- CPA-certified expertise with rigorous professional standards
- Personalized service for businesses and nonprofits
- Active community involvement and local leadership
- Comprehensive solutions from tax planning to advisory
Associations and certifications
- CPA Ontario
- Chartered Professional Accountants
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation and compliance. Our team ensures accurate record-keeping aligned with accepted accounting policies. Clients receive strategic guidance on financial frameworks and necessary adjustments for regulatory compliance.
Tax Planning
Our tax planning services cover corporate, estate, and personal tax needs. We offer strategic advice on tax optimization, including corporate restructuring and succession planning. Expertise includes handling complex returns for self-employed individuals and investment portfolios.
Business Advisory
We deliver tailored business advisory services for organizational growth and transitions. This includes guidance on business purchases, sales, incorporation, and shareholder agreements. Our strategic planning addresses taxation, asset acquisition, and long-term operational goals.
Bookkeeping Support
Our bookkeeping solutions include system design, software setup, and staff training. We optimize processes for accuracy while minimizing workload. Services also cover payroll compliance and government reporting requirements for businesses.
Financial Statements
We prepare comprehensive year-end financial statements with policy compliance reviews. Services include framework analysis and necessary adjustments. Our approach ensures accurate financial reporting aligned with regulatory standards and client-specific needs.
People
Susan Rice
Chartered Professional Accountant
CPA with 30+ years of experience since 1988. Former CGA designation holder, active CPA Ontario committee chair, and community volunteer. Specializes in business advisory and tax services for diverse clients.
Questions
What accounting services do you offer for small businesses?
We provide financial statements, tax planning, bookkeeping support, and business advisory services tailored to small businesses' needs.
Are you certified by professional accounting organizations?
Yes, we hold the Chartered Professional Accountant (CPA) designation through CPA Ontario with rigorous professional standards.
How do you handle complex tax situations?
We specialize in corporate, estate, and personal tax planning with expertise in succession planning and investment portfolios.
What technology do you use for accounting systems?
We implement customized software solutions and provide training to optimize bookkeeping efficiency and accuracy.
Do you work with nonprofit organizations?
Yes, we serve nonprofits with tailored accounting and advisory services, leveraging our 30+ years of experience.
How can I submit my tax documents securely?
Clients can use our secure file upload system or contact us directly at 519-752-8290 for document submission.
