It’s what we do.
Professional financial statements instill confidence. We offer compilation, review, and audit engagements, and we perform special purpose audits. With data analysis, we cancreate insights to improve the quality of your business information. To reinforce your values and initiatives, we’ll help you communicate ESG and other non-financial information. For real-time collaboration and financial information, we support cloud accounting software, including QuickBooks, Sage, Xero, @EASE, and VISTA, so you can keep track of your business any time, anywhere.
A secure future is your goal, whether you’re starting fresh and choosing a business structure or re-evaluating your priorities in our post-pandemic world by exploring M&A, divesting assets, succession planning, or selling your business. Let our advisors boost your confidence by helping you create opportunities, make informed decisions, and execute your strategy while reducing risk. We offer a variety of services including strategy, budgeting, financial management, foreign operation integration, and business performance improvement and monitoring.
Whether you’re planning for retirement or succession, let us guide you over the long term to ease the transition. We’ll help you reach your goals, preserve your wealth, and protect your legacy. To put your mind at ease, we’ll coordinate the professional services that will contribute to your business’s success and discuss complex succession-planning strategies like family trusts, life insurance, and tax minimization in plain English.
Let us help make your media production dreams come true. In pre-production, we can assist you in the creation of the budget to secure financing, including seeking funding from CMF. During production, we can manage your cost reports and apply for the certifications you need (e.g., CAVCO A/B, CRTC C#) and the tax credits you’re entitled to receive (e.g., OFTTC, OPSTC).
Your business is growing and so are your financial responsibilities. For strategy and growth, our enterprising advisors offer CEO and CFO services to small and medium-sized businesses through our sister organization, Forbes Andersen Limited, Business Advisors, at uhyfalimited.com. For financial and regulatory compliance, we offer financial controller, fund accounting, bookkeeping, and auditing services. Partner with us for financial management and operational strategy, and we’ll help tackle your business issues, scale your company, and build wealth.
You want to take your private company public; we’ll help you meet all the regulatory, listing, and statutory requirements both before and after you go public. If doing what you do best remains your priority, we offer Director, CFO, and Controller services through our sister organization, Forbes Andersen Limited, Business Advisors, at uhyfalimited.com. To showcase your business’s financial health, our advisors will review your MD&As and audit your financial statements. We can also ready your financial statements before your IPO or reverse takeover, conduct due diligence, and resolve operational issues.
Taxes are one of life’s certainties and one of its complexities; let us complete and file your personal and corporate tax returns. As forward thinkers, we offer Canadian and US tax-planning, estate-planning, and cross-border transaction-planning strategies. And as part of your wealth management roadmap, we’ll help you choose the best structure for your business and advise you on how to use trusts and limited partnerships to minimize your tax liability and maximize your after-tax returns.
You've plunged into the "New World" of digital transactions. Let our digital experts help you sort out the various tax andaccounting nuances in these emerging and evolving technologies. Your activities in this area should dovetail with your other businesses and long-term strategies; we'll help keep you on course!