Peros

• Accounting Services
• Audits, Reviews and Compilations
• Cash Flow & Budget Analysis
• Financial Forecasts & Projections
• Tax Planning & Preparation

• Tax Services
• Specialized Services
• Consulting Services
• Business Consulting
• Estate/Financial Planning

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Compilation of financial statements
• Adults and reviews

Audits, Reviews and Compilations

There’s a reason why compilations, reviews or audits of your company’s financial data are called assurance services. They assure you – and your bankers, business partners or possible merger partners – that your business is financially sound. They’re also a valuable business tool that can help you identify changes you need to make in your operations in order to guarantee your company’s success. And we don’t just report results. We glean valuable information about your particular business from each engagement. So instead of just handing you a document, we offer you insight and advice about how to strengthen your accounting controls and business practices so you can run your business more efficiently – and profitably.

• Audits
• Reviews
• Compilations
• Internal control review
• Agreed-upon procedures

Cash Flow & Budget Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

Tax Services

If you’re like most business owners, dealing with tax issues is not a task you look forward to. However, you recognize that your business' success -- or failure -- can hinge on tax implications. We take the sting out of paying federal and provincial taxes by advising you on effective tax strategies for your business and by keeping you up to date on changes in the tax laws that could affect your bottom line. And because we understand that your personal wealth is intimately tied to your business, we take your entire tax situation into account when helping you craft both short- and long-range financial plans. Our clients run the gamut from start-ups to corporations, partnerships, trusts & estates, and non-profits. Our tax services include:

• Determining proper business structure
• Mergers and acquisitions
• Strategic tax planning
• International tax consulting
• Trust and estate planning
• Representation at tax audits
• Federal, and provincial taxation compliance
• GST and sales tax & compliance

Specialized Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

• Mergers & acquisitions
• Corporate recovery
• Debt Management
• Business start-up or expansion
• Cash flow forecasting

Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, being an objective voice, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Business evaluations
• Buying/selling business
• Business process improvement
• Computer systems
• Financial & retirement planning
• Estate planning

Business Services

You need accountants for all of the obvious reasons -- to help with your taxes and make sure your financials are in order. But in order to stay competitive, you also need business advisors to take a good, hard look at the way you’re conducting your business. Preparing returns and reviewing your books are just the beginning. We provide ongoing, in-depth consultation to closely held, emerging and family-owned businesses. These businesses – the majority of our clients – face unique challenges throughout their life cycle. We specialize in guiding you through the start-up stage all the way through to sale or succession. We’ll offer you guidance on how to boost profits, secure financing and run your operations more efficiently. Our services include:

• Mergers and acquisitions
• Business evaluations
• Financing
• Start-up assistance
• Estate and retirement planning
• Internal controls
• Benchmarking

Miscellaneous

Estate/Financial Planning

Protecting your wealth and passing it on to the next generation can be a stressful and daunting task. It means looking at the “big picture” to truly understand how the financial decisions you make today will affect your future. Whether your goal is passing your business along to the next generation, ensuring that your retirement is on target, or setting up family or charitable trusts, you can count on James D. Peros, CPA, CA to serve as your guide, and ensure that your best interests are kept paramount. Our services include:

• Estate and Trust planning
• Business succession planning
• Family partnerships
• Charitable trusts
• Insurance evaluation