Selecting a Public Accounting Firm

Selecting a firm to entrust your accounting, financial and business advisory needs is an important decision requiring great care and forethought. Rapid economic changes and increases in competitive pressures magnify the significance of the decision as every business, organization and individual must make the very most of their valuable resources.

I am a Chartered Accountant and a Certified Management Accountant.  I completed the lll - Part - CICA In-depth Tax Program in September 2000. I have been employed in the accounting field since 1978, with the last ten years in the public accounting sector with local Chartered Accounting firms.

I am an independent accountant. My approach comprises:

  • Traditional values; and
  • A comprehensive range of services and broad experience over the last 18 years.

Our emphasis is on delivering the finest quality of care to each and every one of our clients, regardless of their size.

Comprehensive Services

Our clients are diverse in nature, each with different needs, objectives and circumstances. To accommodate this diversity, we provide quality advice and hands on support in the following areas:

  • Accounting & Auditing Services
  • Taxation Services
  • Financial & Management Advisory Services
  • Computer Hardware & Software Support
  • Other Supporting Services

Accounting & Auditing Services

Clear, concise and timely financial information is a critical planning and decision-making tool for every organization. We provide complete accounting and auditing services including:

  • Financial Statement Services
  • Bookkeeping Services

CA WebTrust Certification Services

CA WebTrust Seal (Sample)The WebTrust e-commerce seal:  Your assurance of security and trust.

CA WebTrust is a trademark of the Canadian Institute of Chartered Accountants (CICA).

The CA/CPA WebTrust is a unique seal of assurance which has been developed jointly by the American Institute of Certified Public Accountants (AICPA) and the Canadian Institute of Chartered Accountants (CICA) to break down the barriers to electronic commerce by assuring online customers that businesses carrying the seal adhere to standard business practices and controls.

Designed to build trust and confidence between businesses and consumers, WebTrust will raise the bar for electronic commerce business practices and provide independent verfication that Web sites meet AICPA and CICA prescribed criteria.

The WebTrust seal granted to a web site assures compliance with WebTrust principles and related criteria.  When consumers click on the seal, they immediately link to an official report, issued by the CA/CPA, concerning the e-commerce web site, as well as the complete text of the WebTrust principles and related criteria.

WebTrust principles address three broad categories:

  1. Business Practices Disclosures: The Web site operator discloses its business practices for electronic commerce transactions and executes transactions in accordance with its disclosed business practices.

  2. Transaction Integrity: The Web site operator maintains effective controls to provide reasonable assurance that customers' orders placed using electronic commerce are completed and billed as agreed.

  3. Information Protection: The Web site operator maintains effective controls to provide reasonable assurance that private customer information obtained as a result of electronic commerce is protected from uses not related to its business.

According to a national Yankelovich study, consumers are very concerned about the privacy and protection of their personal information (including credit card numbers, social insurance or security numbers and buying pattern history) when shopping online.  However, according to the same study, consumers would be more willing to shop online if there were CA/CPA assurance of a site.

Only CAs/CPAs who have completed training and have been licensed by the CICA or AICPA in accordance with performance standards are qualified to issue the WebTrust seal.  Training, certification and licensing ensure consistent application of the WebTrust principles and related criteria.

The WebTrust seal was developed by the AICPA/CICA and VeriSign, a world-renowned provider of digital authentication services.   VeriSign encryption and authentication technologies and practices help assure consumers that the seal on a web site is authentic and that the site is entitled to display it.  This means the seal is difficult to forge and is always verifiable as current.

We invite you to contact us, for further assistance and consultation on the CA WebTrust certification program.

Taxation Services

Canada’s increasingly complex and ever changing maze of tax laws poses challenges for anyone intent upon accumulating wealth for themselves or their organizations. We support and counsel businesses, individuals, estates and trusts in the following areas:

  • Corporate & Individual Tax Planning
  • Preparation of Corporate & Personal Income Tax Returns
  • Special Tax Issues
  • US and foreign tax planning and preparation services

Financial & Management Advisory Services

We provide much more than accounting and auditing services. We are at your disposal to assist with a number of essential business and financial considerations. The list of financial and advisory services we can provide include:

  • Business Valuations
  • Cash Management
  • Business Structure & Financing

Computer Hardware & Software Support Services

The effective application of information technology can greatly enhance the success of your organization. Whether you are new to this area or well on the road to computerization, you can benefit from our help.

Our strength is in helping you identify cost-effective technology solutions to meet your needs in accounting and financial areas. We can provide impartial advice to assist you in making wise decisions regarding hardware and software purchases. In addition, we can help you secure expert advisors for implementation, training and on-going support matters.


A number of important supporting services are available to help you grow and prosper. These include:

  • Business Planning & Forecasting
  • Retirement & Estate Planning
  • Forensic Accounting & Special Investigations
  • Proposals & Reorganizations
  • Turnaround Consulting
  • Compliance With Government Legislation (Pay & Employment Equity)
  • Recruitment & Selection of Accounting and Bookkeeping Personnel
  • CA Eldercare Services