ID-10079389Bill 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