Services
Reporting obligations, tax filings and business decisions rarely arrive separately. Our services are structured so they can be handled together, with scope confirmed for each engagement.
Service index
Reporting
Financial statements and year-end reporting prepared so that owners, boards and lenders can rely on the numbers in front of them.
May include
May suit
Corporations, owner-managed businesses and organizations with annual reporting obligations.
The reporting framework and level of work performed depend on the engagement and on applicable professional standards.
Financial statements and year-end reporting prepared so that owners, boards and lenders can rely on the numbers in front of them.
The reporting framework and level of work performed depend on the engagement and on applicable professional standards.
View service detailsfor Accounting and Financial ReportingReview and audit engagements for organizations whose stakeholders require an independent level of assurance.
Assurance engagements are accepted only where the firm can meet the independence and professional standards that apply to the engagement.
View service detailsfor AssuranceCorporate tax compliance and planning handled alongside your reporting, so filings and decisions stay connected.
Tax outcomes depend on the facts of each situation and on legislation in effect at the time. Planning is discussed in terms of alternatives and their consequences, not guaranteed results.
View service detailsfor Corporate TaxPersonal returns prepared with attention to the business, property and family circumstances behind them.
The scope of each return, including any review of prior years, is confirmed during the initial discussion.
View service detailsfor Personal TaxAccounting records maintained or brought up to date, with reporting that is current enough to act on.
Software and platform choices are discussed based on the organization's requirements; the firm does not claim a partnership with any provider.
View service detailsfor Bookkeeping and Cloud AccountingPractical financial analysis for decisions about growth, structure, financing and transactions.
Advisory work is scoped for each engagement. Ongoing advisory support is provided where it forms part of the agreed engagement.
View service detailsfor Business AdvisoryLong-term planning for the transition of a business or the affairs of a family, coordinated with legal advisers.
Planning of this kind depends on legislation in effect at the time and on the involvement of legal counsel. Alternatives are presented with their consequences rather than as assured outcomes.
View service detailsfor Succession and Estate PlanningSupport with recurring payroll, sales tax and information filings, and with the correspondence that follows them.
Responsibility for remittance deadlines remains with the organization unless the engagement expressly provides otherwise.
View service detailsfor Payroll and Compliance SupportIn detail
A short summary of each service and the circumstances in which it is generally appropriate. Complete details are on the individual service pages.
01 — Reporting
Year-end reporting is often the point at which an organization sees its full financial position clearly. Our work is to prepare that information carefully, explain what it shows, and identify the questions it raises for the year ahead.
The reporting framework and level of work performed depend on the engagement and on applicable professional standards.
View service detailsfor Accounting and Financial Reporting02 — Assurance
Some organizations are required — by legislation, funders, members or lenders — to provide financial statements accompanied by assurance. The appropriate engagement depends on who relies on the statements and on what those parties require.
Assurance engagements are accepted only where the firm can meet the independence and professional standards that apply to the engagement.
View service detailsfor Assurance03 — Tax
Corporate tax is rarely a single annual task. Compensation, reinvestment, ownership and timing decisions all carry tax consequences, and they are easier to weigh when the same firm prepares the reporting and the returns.
Tax outcomes depend on the facts of each situation and on legislation in effect at the time. Planning is discussed in terms of alternatives and their consequences, not guaranteed results.
View service detailsfor Corporate Tax04 — Tax
Personal tax filings are often connected to a business, a rental property, an investment portfolio or a family transition. We prepare returns with that wider picture in view and raise matters worth discussing before the next year begins.
The scope of each return, including any review of prior years, is confirmed during the initial discussion.
View service detailsfor Personal Tax05 — Records
Timely records make every later decision easier — from a lending conversation to a year-end filing. Depending on the engagement, we can maintain the records, support an internal bookkeeper, or bring records up to date before other work proceeds.
Software and platform choices are discussed based on the organization's requirements; the firm does not claim a partnership with any provider.
View service detailsfor Bookkeeping and Cloud Accounting06 — Advisory
Advisory work begins with the decision in front of the organization. We assemble the relevant financial information, set out the alternatives and their implications, and stay available as circumstances change.
Advisory work is scoped for each engagement. Ongoing advisory support is provided where it forms part of the agreed engagement.
View service detailsfor Business Advisory07 — Planning
Transitions take time to plan well. Whether the change involves a sale, a family transfer or an estate, our role is to set out the financial and tax consequences of the alternatives and to work alongside the other professional advisers involved.
Planning of this kind depends on legislation in effect at the time and on the involvement of legal counsel. Alternatives are presented with their consequences rather than as assured outcomes.
View service detailsfor Succession and Estate Planning08 — Compliance
Recurring filings are straightforward until something changes — a new employee category, a missed remittance, a review letter. Support here is about keeping the routine reliable and handling the exceptions properly.
Responsibility for remittance deadlines remains with the organization unless the engagement expressly provides otherwise.
View service detailsfor Payroll and Compliance SupportEngagements
01
We review what you need, what records exist and which reporting obligations apply to your organization.
02
The work to be performed, the responsibilities of each party and the fee arrangement are set out before work begins.
03
Work proceeds in accordance with applicable professional standards, with questions raised as they arise rather than at the end.
04
Findings are discussed in plain terms, along with any matters worth addressing before the next reporting period.
Related
Questions
Scope is confirmed in writing before work begins, based on the reporting obligations that apply, what records already exist, and the decisions the organization is facing.
Yes, and they often are. Reporting, tax and advisory work draw on the same records and the same understanding of the organization, which is why they are coordinated rather than treated separately.
That depends on who relies on the financial statements and what your governing documents, funders or lenders require. It is one of the first things we review together.
Fee arrangements are discussed as part of confirming the engagement, once the scope of work is understood. Pricing is not published on this website.
Descriptions on this page are general. The services performed, the reporting framework applied and the level of assurance provided depend on the engagement and on applicable professional standards.
Contact
Describe the situation and we can help identify what is required, including whether another professional should be involved.