Skip to main content Skip to search
127 St. Peters Road, Suite 201, Charlottetown, PE C1A 5P3
Mon - Fri: 8:00 - 17:00
(902) 628-9000


Accounting and Audit
  • Preparing annual financial statements
  • Conducting compliance audits, and reporting on risk areas
  • Identifying opportunities for profit enhancement and efficiency gains
  • Special assignments and investigations for shareholders, banks, potential investors and others
Financial Reporting
  • Notice to Reader, Review Engagements and Audit Engagements for a variety of users including owner-managers, banks, shareholders, taxation and other government agencies
  • Special purpose reports to lenders
  • Design and implementation of internal controls
  • Conversions to International Financial Reporting Standards (IFRS)
Business Advisory Services
  • Profit planning and monitoring for businesses
  • Strategic business planning
  • Analysis of company strengths, weaknesses, opportunities and threats (SWOT)
  • Cash flow projections
  • Feasibility studies
  • Review of bank credit facilities and services
  • Buying / selling businesses, negotiating strategy, due diligence
  • Advising on Shareholder Agreements and related insurance issues
  • Key employee retention strategies and compensation review
  • Canadian Farm Business Advisory Services (CFBAS) specialized planning
  • AgriStability and AgriInvest reporting and compliance
Tax Planning
  • Pro-active co-ordination of personal and corporate tax strategy
  • Estate, succession and retirement planning
  • Corporate reorganizations
Tax Compliance
  • Preparation of personal and corporation tax returns, estate and other trust returns
  • GST compliance
  • Research and Development tax credits
  • Income tax appeals
  • Voluntary disclosures
  • Provide computerized monthly, quarterly or annual bookkeeping and accounting
  • Payment of invoices
  • Preparing payroll
  • Preparing complete monthly financial statements
  • GST compliance