We provide accounting services for the following four main types of clients:
Owner-Managed Businesses and Corporations. This major part of our client base includes shareholder-owned companies, sole proprietorships, and partnerships engaged in various types of businesses, including retail sales, importing, wholesaling, manufacturing and professional services.
Non-Profits. We also have a substantial amount of experience with “non-profits”, which are more formally called not-for-profit organizations. Examples of non-profits include clubs set up for the benefit of the members (e.g. tennis clubs), professional associations and government-funded agencies which provide support for people with special needs.
Individuals. While the majority of our clients are businesses or organizations, our clientele also includes private individuals. Typically, these are people who need assistance in managing their financial affairs due to complex investment portfolios or other holdings, people who are thinking of going into business for themselves, or people needing help with the financial aspects of transitions in their lives such as estate planning, changes in marital status, the death of a spouse or a parent, etc.
Estates. The “estate” (i.e. the assets and liabilities) left by a person after death must be settled by the executors of the person’s will before assets can be distributed to the beneficiaries (aka the inheritors). There are typically legal, accounting and tax issues that need to be dealt with for which professional legal and accounting help is recommended. We have substantial experience with the accounting and tax aspects of estates and provide services and advice in this area.