
Professional VALUES Professional SOLUTIONS Professional EXPERTISE
Consultation Services

Personal
Financial Tax Planning
Assessment of current and
future personal financial
situations & goals to determine suitable recommendations and action plans in meeting your personal short-term & long-term objectives:
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RRSP Planning
Tax Implications
Eligible Credits & Deductions
Tax Saving Opportunities
Budgeting & Forecasting
Strategic Tax Planning
& Much More...

Business
Financial Tax Planning
Assessment of current and
future business financial
situations & goals to determine suitable recommendations and action plans in meeting your business short-term & long-term objectives:
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Budgeting & Forecasting
Tax Implications
Eligible Deductions & Write-offs
Business Registration Requirements
Sales Tax Requirements
Tax Saving Opportunities
CRA Review & Audit
Risk & Disaster Management
Advisory & Compliance
Financial Analysis
CFO Financial Services
Cost-Benefit Analysis
Strategic Tax Planning
& Much More...

Business
Process Improvement
Assessment of current and
future business internal
bookkeeping & external CRM processes & goals to determine suitable recommendations
and action plans to streamline
& maximize internal and
external process efficiencies
and accuracy:
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Process Streamline
APP Integration Solutions
Enhance & Reconfigure Process Flow
Adopting Customer-Focused System
Best Practices
Process Automation
Process Recommendations
Process Implementation
Technology Integration
Eliminate Bottlenecks & Waste
Value-Added Solutions
& Much More...

Business
Start-Up, Registration,
Incorporation, Dissolution
Business Registration & Start-Up
Assessment of current and future personal & business financial situations & operational activities
to determine suitable recommendations and
action plans in starting up a government compliant business operations:
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Should I Incorporate?
Tax Implication Assessement
Cost-Benefit Analysis
Business Name Reservation
Business Registration
Business Incorporation
CRA Account Registration
Government Account Registration
CRA Authorized Representation
& Much More...
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Business Dissolution