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Advisory

Our comprehensive accounting, auditing and taxation experience gives us a competitive edge as we can leverage this experience to provide advisory services to our clients that benefit their growth and lead to their success.

Advisory services we provide include:

Preparing Business Plans

A business plan should include a description of the business, an analysis of the strengths and weaknesses of the organization, opportunities and threats to the business, and a marketing, financial, operational and human resources strategy.

We have prepared business plans for a variety of businesses including restaurants, manufacturing companies, medical professional corporations, and businesses in the retail, pharmaceutical, and entertainment industries among others. An important part of the business plan is preparing the financial projections. Using our many years of accounting and auditing experience, we are able to prepare strong financial projections with relevant assumptions that paint a reasonable picture of what the future financial side of the business could look like.

In addition to preparing business plans, we also take the extra step of reviewing these plans with our clients in the future and revising as necessary, those aspects of the plans which have changed during the course of the business’s lifetime. Keeping the business plan relevant and up to date allows it to remain an important reference point to business owners throughout the life of the business.

Registering a business and incorporations of businesses

We provide registration services for businesses looking to register themselves with Canadian provinces (e.g the Province of Ontario), along with federal registrations. We also provide incorporation services to businesses and can help you incorporate and create a new entity. Other services that we provide under this category include:

  • Registering businesses with Canada Revenue Agency
  • Assisting with registering of trademarks, patents and licenses
  • Assisting with changes to a corporation’s articles, name and address e.t.c

Business Succession Planning

Business Succession Planning has become more and more important in recent years given the increasing numbers of business owners and shareholders that are over 65 who need to plan for the succession of their business. Depending on the structure of the business whether sole proprietor, partnership or corporation, our business succession planning process involves in identifying potential scenarios for business succession, future tax implications and leveraging our partnerships with top financial advisors to provide a comprehensive solution to our clients.

Business Process Re-engineering

We believe that every business has a scope for improvement and hence we provide business process re-engineering services by analyzing a client’s business processes, both at an internal control level and a wider organizational standpoint. Our analysis includes identifying weaknesses and areas for improvement. We provide a holistic approach that re-thinks the way our clients do things and provide a complete revamping of their business processes. We break down this re-engineering in short timelines to help implement these new processes at an achievable rate. At the end of our process, our client’s businesses come out stronger and ready to operate at their optimal levels.

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