You Focus on your business. We’ll focus on your books.

Areas of Practice


Accounting services provided include Notice to Reader and Review Engagement Reports. We work closely with all of our clients to help them understand their financial data. The majority of our practice revolves around small to medium owner-managed businesses with a focus on the agricultural industry.

The accounting services provided are tied into tax planning and consulting services for individuals as well as corporations.

Tax planning

Preliminary tax planning can provide an insight into potential tax savings opportunities. Our staff can review your records prior to the end of your fiscal year and assist you in planning for capital asset purchases, inventory and cash flows. It is also a good time to make decisions on the best method of owner-manager remunerations and/or shareholder distributions.

Accounting software support

We help analyze your accounting software needs and provide practical solutions to meet those needs.

We can help get your bookkeeping records computerized using the software of your choice. Lise is a Quickbooks Pro Advisor / Quickbooks Online Certified, and Sage 50 Consultant She also provides basic consulting for AgExpert software users. Our firm is also a TelPay Accountant Partner and can assist you with setting up direct deposit for all your employees.

Personal tax preparation

Personal income tax return preparation is a major part of our business. From basic returns to those with more complex self-employed income, we not only prepare your return but provide tax planning advice to ensure all available credits and deductions are claimed.

Bookkeeping and payroll

Each business is unique and has its own reporting needs. We tailor our bookkeeping and payroll services to each client. This service can include filing your GST and PST returns on a timely manner as well as calculating your regular payroll remittances.

Corporate Tax Planning

• Incorporating your business
• Income splitting – new rules applicable for 2018
• Income/Dividend compensation analysis
• Business (re)organizations
• Fiscal year-end tax planning

Succession Planning For Your Business or Farm

We can help transfer your family business or farm to the next generation. We work on a plan that meets your retirement goals. You can stay as involved as you want to be, while you transition into the next stage or your life. Over time a good plan can also minimize taxes for you and your estate.

Estate Taxation

We work closely with executor(s) or legal representatives to finalize the required tax returns for the deceased. We will assist in determining the most effective tax method of reporting the estate’s assets. Our office has experience in filing Final Returns, Rights & Things, T3 Trust Returns, and Clearance Certificates.

Other services

• Disability Tax Credit Claims
• Retirement planning (RRSP, TFSA, RRIF, annuities)
• Charitable gifting
• Education funding (RESP)
• Agri-Invest / Agri-Stability Program Participation

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