Tailored approach

We have the expertise and flexibility to customize our advice and approach specifically to each client’s situation and objectives, and to adapt this as necessary as such client’s requirements develop. We focus on establishing strong, long-lasting relationships with our clients, which ensures that we fully understand each client’s commercial and personal needs.

Client involvement

Our approach involves having our clients as a critical partner in all strategic decisions ensuring they receive first-hand the extensive professional expertise that they have engaged us for, which distinguishes us from many other accountancy firms.  

Versatility

We prioritize versatility regarding the services we provide and how best to address our clients’ accountancy matters. Our open architecture approach applies artificial intelligence computer algorithms to electronically stored accounting and management information.   Processing and reviewing of thousands of transactions can occur in a very efficient method yielding improved data inputs.  Our approach opens a lens to identify areas of improvement that may not otherwise be detected.

Our Mission

Our practice is a full-service Tax, Accounting, and Business Management firm providing quality, personalized financial guidance to individuals and businesses. In a rapidly evolving world, where business and finance management are increasingly demanding, our team strives to stay on the cutting edge. We hold ourselves to the highest standard of competence and indeed strive to be the best at what we do through continuing education, and constant firm evaluation.

We are committed to delivering our clients, the most professional, competent and reliable service in a timely and cost-effective manner. Our role is to give our clients personal attention and guide them to achieve their financial goals. We believe in the value of relationships, and we view every client relationship with a long-term focus and believe that our success is a result of our client’s success.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves, and this is what we deliver to you.

We feel it is essential to continually professionally educate ourselves to improve our technical expertise, financial knowledge, and service to our clients.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Industries that we serve

Clients benefit from highly specialized practice yet varied who understand the strategic, operational and regulatory issues that affect your organization.

Not-for-Profit

Professional Services

Real Estate

Technology & Emerging Companies

Life Sciences

Our Expertise

As a boutique public accountancy firm, we also frequently assist in matters that are outside of these core areas if our clients’ needs require. Therefore, please do not hesitate to contact us if you need assistance with a legal matter not listed below.

Forecasts and projections, outsourced accounting and reviews and compilations.  Get help improving your financial operations and decision-making ability without hiring additional staff so you can focus on managing your organization.

Auditing and Assurance

Our audit and assurance services can help organizations see further and deeper into their businesses. By enhancing trust in the companies, we audit to assisting organizations in meeting the assurance demands outlined in regulations and. An audit is more than an obligation—it’s a powerful lens for illuminating the current state of an enterprise, providing insight that can inform future aspirations.   Audit quality is our highest priority in every aspect of our audit practice, from strategy to delivery, and guides every step we take to support and develop our professionals. Our pursuit of audit quality is at the center of our culture of continuous improvement and innovation, as we seek to do our best work today even better tomorrow.

Block Chain IT Consulting

The blockchain is a distributed and decentralized digital network that enables the exchange of value or the ability to confidently share data — including financial assets and contracts. However, as with all emerging technology, inherent and control processing risks can be managed using traditional sound control frameworks. With a focus on information technology and artificial intelligent databases, we provide our clients with a complete view of the blockchain-based technology landscape and its potential business implications and implementation.

General Professional Advice

Accounting, audit, and taxation is a consideration that affects many aspects of everyday business life, from how and what we report, to governance and we may choose to reside our income and assets and of course any commercial transactions we conduct.  High-net-worth individuals and international corporations can significantly benefit from our global experience.  Experience involving multi countries and multi-industries.  

Tax Reporting & Compliance

Managing and planning for taxation reporting obligations is a complex task. We develop a risk-based and centralized approach to fiscal taxation.   This holistic and coordinated approach assist you with your global tax challenges and transform your tax department.  Our practice has a broad spectrum in both Canadian and Foreign Tax from tax planning, tax compliance, risk and litigation support and research and option reporting.  

Our office can provide international taxpayers strategies that are understood yet compliant concerning inbound and outbound fiscal taxation.

We offer specialized needs of the affluent and multigenerational wealth entrepreneurs with non listed held business owners. As the Canadian and United States Tax Authorities continue to invoke a change of complex tax laws, stringent regulations and a turbulent investment environment require a trusted professional with knowledge and expertise as does our office.

Strategies and Consulting

Our office provides innovation-led consulting to assist companies to continue to stay current and therefore reinvent themselves.  We can uncover hidden trends or decide on innovative solutions all while using a cloud-based portal.

Transformation is often considered in a negative color because it involves changes.  We believe change can be useful; however, a Transformation is even better.

We have experience in many industries and multi-countries such as:

Financial Services

Information Technology

Life Sciences

Consumer Goods and Services

Real Estate

 

Clients’ Testimonials

  • With unfailing consistency, James has worked with us to strategize and implement our business structure, provide excellent accounting services and present valuable advice on new legislation that impacts our business. James’ thorough knowledge of tax law has been an absolute life-saver to our family-owned business.

    Paul Reid
    President, Ravenswood Enterprises Inc.
  • James has proven experience and expertise dealing with complex tax matters. His strong technical experience is recognised by clients and government agencies.

    Tony Ennis
    PRESIDENT at ROUND OAK MANAGEMENT LTD