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VIRTUAL CFO
PERSONAL ACCOUNTING
ACCOUNTING FOR TRUSTS
RENTALS & INVESTMENTS
ACCOUNTING FOR NEW VENTURES
EXISTING BUSINESS ACCOUNTING
Complimentary Business and Investment folders

EXISTING BUSINESS ACCOUNTING

Business owners are often faced with difficult decisions – to grow or not to grow, to stay the same or take a different route, to rely on what has worked over the years or to take a risk on a new approach. It is common, after a few years, to find ourselves at a crossroads and to be unclear about which direction to takeMORE INFORMATION

ACCOUNTING FOR NEW VENTURES

Starting out on your own or branching out is a big move and a very exciting time in your life! There is a lot to consider, and it can be daunting and sometimes overwhelming.Mistakes can be made that can undermine or destroy your new business, so it’s important to learn from other people’s errorsMORE INFORMATION

RENTALS & INVESTMENTS

Getting down to the essentials, investing simply means what you do with your available funds to make your money grow. Many of our clients have residential and commercial property as part of their overall investment portfolio. We also have experts who we call on regularly to assist our clients with investing in shares and bonds, no matter how big or smallMORE INFORMATION

ACCOUNTING FOR TRUSTS

Personal Accounting A trust is a legal way to hold and protect your assets for you and your family for the future (e.g. investments or property). The assets will be owned by the trust rather than by a person, and they are managed by trustees (e.g. a family member, a lawyer, or an accountant) for the beneficiaries (usually family members)MORE INFORMATION

PERSONAL ACCOUNTING

Individuals use accountants for a number of reasons. Most people do not need any accounting assistance if they are in one job and have no income other than their salary and wages. However, if you do need accounting advice for any reason, our broad experience with all types of individuals means we are able to give you the best possible adviceMORE INFORMATION

VIRTUAL CFO

A“Virtual CFO” to uncover / discover the value in your business Traditionally a Chief Financial Officer (CFO) oversees and manages the financial risk factors, planning, recordkeeping and data analysis for a company. Generally, a CFO is highly educated, well connected, and provides strategic and business leadership to the CEO and board. Many business owners are […]MORE INFORMATION