Bill provides a full range of accounting, consulting and tax services from his office in Fonthill, including:
- Integrated personal, corporate and estate planning for private company owners
- Dealing with CRA regarding assessments, appeals and objections
- Compiling financial statements and filing personal, corporate and trust tax returns
- Designing and implementing complex corporate reorganizations and restructuring transactions designed to minimize corporate and personal taxes for business owners
- Working with your lawyers and financial advisors to:
- Put tax effective wills and estate plans in place
- Implement tax effective shareholder agreements
- Assess your estate tax liability and implement effective life insurance strategies to fund them
- Working with private company owners on their succession and exit plan, including:
- Assist with improving your internal process documentation
- Consulting on profit driver improvements to increase the value of your business
- Consult with you on your organizational structure and suggest improvements to increase the ability to sell your business
- Assist in negotiating a purchase or sale of your business
- Assisting companies that have grown to a point where they need a part-time controller or a transition to a full-time controller
