CORE SERVICES
Accounting
Our expertise in accounting and account management is at your disposal. Our team works together with expert knowledge to advise your business appropriately based on current needs.
Our Accounting Services include:
- Monthly Financial Reporting
- GST Filing
- Payroll
We will keep your financials organized and running so that taxes and year end reporting are simple, transparent and painless. While ensuring that all your compliance and reporting requirements are met, our team will take on all the stress of account maintenance to give you the headspace to manage your business. With our support, running your business will become efficient and simple.
Tax
Equitus LLP accommodates business and personal tax requests – bringing expertise to both areas.
Personal Tax
Equitus LLP meets you where you’re at regarding your taxes. We accurately assess needs based on your situation and will adjust our efforts based on that assessment to maximize efficiency and ensure the job is done right. Varying levels of organization and status of past filings are easily managed by our expert team. Our guarantee is that we will manage your taxes with efficiency, diligence and care.
We cover:
- Personal Tax Return Preparation
- Claim Advice to maximize return
- Assistance with any following requests from the CRA
Advisory
At Equitus LLP, we are well aware of current business climates and remain in touch with current trends and needs of the market. Our extensive experience allows us to provide timely and accurate financial information and advice to businesses.
Allow us to effectively assist your business with:
- Corporate Reorganization
- Business valuations
- Business finance planning
- Estate and Succession Planning
- Tax Structuring
- Financial due diligence
- Financial Planning
Bookkeeping
Our trained advisors specialize in corporate bookkeeping. Allow us to apply our expertise to avoid costly mistakes and take on this time consuming task so you don’t have to. We’ll ensure your financials are appropriately managed so that everything is accounted for at year’s end.
Allow us to manage your:
- Accounts Payable & Receivable
- Reconciliations
- Payroll
- Audit Preparation
- Financial Statements
Tax and Succession Planning
We can organize your business structure to minimize current and future taxes including transfer of business assets to others including family members. Our tax and succession planning can achieve the following:
- Creditor proofing
- Use of capital gains exemption
- Inter-generational transfer of business assets
- Tax efficient removal of corporate capital
Sale of Business
We can assist in maximizing your net proceeds including the following:
- Market the business to the most optimal group of buyers
- Assist in negotiations
- Facilitate the due diligence process
- Structure the sale for tax minimization
Litigation Support
We have a team that is court qualified in Saskatchewan, Alberta, and British Columbia. We have prepared Expert Reports in the areas of:
- Matrimonial law
- Shareholder disputes
- Personal injury
- Loss quantification
- Business valuation including loss of value
Your Chief Financial Officer as You Need
We provide the full suite of monthly, or semi-annual accounting services which include payroll, and GST preparation and remittance, supplier payments and customer deposits. We can be your efficient accounting back office and Chief Financial Officer as and when you need.
SUPPLEMENTARY SERVICES
Accounting Automation
We can automate certain accounting functions to help gain efficiency, transparency, and organization for your business.
Payroll
Our team can process your regular payroll, provide electronic deposits, issue year end tax reporting slips and prepare records of employment, as you require.
Business Plans
The Equitus LLP Advisory team specializes in business plan preparation to give you confidence in your strategy for the future.
Private Investment
The Equitus LLP Corporate Finance team seeks out investment opportunities for our clients and we invest right along side you as we see the right opportunities arise.
Financial Statement Preparation
We prepare Review Engagement and Notice Reader financial statements depending on the needs of your banker and you.
Financial Forecasting
Our team can prepare forecasts or projections for financing or management information needs working hand in hand with you.
Profit and Cash Flow Optimization
Through our ‘what if analysis’ Profit Driver reports, we can determine which business decisions are likely to result in profit and cash flow optimization.
Personal Taxes
We efficiently prepare your personal tax return and determine any potential planning opportunities to optimize your tax results.
Cloud Accounting
Our team is prepared to assist you with the transition to the cloud. We are well versed on the technology trends and have strategic partnerships with Xero, QuickBooks, & Sage. We run workshops to assist you in transitioning to the cloud and how to use the software to its fullest potential.