Financial and Management Services

Financial Management

A full range of financial and management services is offered to clients, including but not limited to:

  • Auditing
    • For profit organizations
    • Not for profit organizations
  • Taxation Preparation/Advice
    • Corporate and Personal
  • Accounting and Data Processing (Monthly or Periodic accounting) with or without:
    • Interim Financial Statements
    • Accounts Receivable and Accounts Payable Statements or Summaries
    • Payrolls
  • Annual Financial Statement presentation
    • Audited
    • Unaudited (Reviewed)
    • Notice to Reader
  • Estate Taxation
    • Preparing Appropriate Income Tax Returns
      • Terminal Return
      • Rights and Things
  • Assistance with Business Plans in conjunction with:
    • Arranging Financing for operations or capital expenditures
    • Buying or Selling a Business