Client services

Dixon, Gordon & Co. LLP offers a wide range of quality professional services personalized to the individual needs of businesses, non-profit organizations and individuals.  Listed below are the services we provide with a brief description.  As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

 


FINANCIAL STATEMENTS AND ASSURANCE

Assurance

Accurate, meaningful and timely financial information is a prerequisite to making optimal business decisions.  Managing your business profitably and efficiently for successful achievement of your financial objectives requires current operational results to be properly reported.  Our team of financial professionals is experienced in preparing your financial statements and providing assurance services including:

  • Audit - An intensive examination providing the highest level of assurance.
  • Review - An examination with primarily analytical procedures providing limited assurance.

Compilations

Our approach in compilation assignments is to provide constructive financial reporting solutions allowing you to manage your organization towards maximum efficiency and profitability.  Compilations of financial information differ from audits and reviews as the primary objective is to meet the information needs of internal users only as no assurance is expressed.

Accounting and bookkeeping services

We are thoroughly experienced in maintaining meaningful, well-organized financial records as they are at the foundation of a successful business.  Our bookkeeping department has skilled staff to provide you with cost-effective accounting and bookkeeping services delivered promptly, including:

  • General ledger maintenance and financial statement preparation.
  • Bookkeeping (monthly, quarterly, annually).
  • Payroll processing.
  • Sales tax return preparation and filing.
  • Tax slip preparation and filing.
  • Accounting system setup for new businesses.

TAX SERVICES

Tax planning

Tax planning in all areas of corporate, personal and trust income taxation as well as Harmonized Sales Tax (HST) is an essential element of your overall business strategy.  Our team of Chartered Accountants is highly skilled in implementing tax-efficient entity and transactional structures.  We have direct access to top-level research and information resources in various areas of income tax and HST and provide our clients with updates on legislative and case developments through informative newsletters and tax budget letters.

Tax return preparation

Your organization would highly benefit from our extensive experience in tax return preparation.  We work for our clients’ interests and our philosophy is simply to prepare your tax return as if it were our very own.  Our tax return related services are comprised of:

  • Corporate returns (T2).
  • Personal returns (T1).
  • Trust returns (T3).
  • Partnership Information returns (T5013).

Corporate reorganizations

Our firm has skills in developing corporate reorganization plans that would enable business owners to achieve numerous objectives, including:

  • Business succession.
  • Estate freezes.
  • Creditor-proofing of business assets.
  • Income splitting.
  • Crystallization of the ($750K) capital gains exemption.

Information Return services for registered charities

As auditors of various charitable organizations and public and private foundations, we have experience in guiding your organization through legislative developments and completing Registered Charity Information Returns.

BUDGETS, FORECASTS AND FINANCIAL ANALYSIS

Budgets and forecasts

Statistics show that businesses that have budgeting and forecasting procedures are more profitable than similar organizations that do not.  Our skilled staff has extensive experience in assisting organizations in developing future oriented financial and operations information including budgets, forecasts and cash flow projections.  We have worked with businesses in identifying their key business indicators towards reinforcing internal accountability and streamlining management processes.  Our proprietary tools have assisted businesses, including large public companies, towards improving their profitability.

Financial analysis

Volumes of data have limited value to time-sensitive business owners unless the information is analyzed, summarized and presented in a manner conducive to valuable decision-making.  We are experienced in extracting large volumes of raw data and creating summarized value-added reports for management presenting critical information in various dimensions.  Our team of financial professionals has assisted clients in generating exceptionally valuable information used by management in identifying sales and margin growth opportunities and realizing cost savings through increased efficiencies.

FINANCIAL AND ESTATE PLANNING

Financial planning

A properly structured financial plan is essential is enabling you to manage any financial challenge that may be encountered at each stage of your life.  Our firm is experienced in the financial planning process and can help you assess your financial needs and develop strategies enabling you to achieve your goals and strengthen your financial security.

Estate planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and other family members and can reduce and potentially eliminate the taxes due on the transfer of your business and other assets.  For business owners, providing for business continuity and orderly succession of ownership is absolutely essential.  Our experienced staff can assist you in addressing all the estate planning issues pertaining to your individual situation.

Investment review

Our financial professionals have in-depth knowledge of the financial and commodities markets and can provide extremely valuable feedback on your investment strategy.  We work with an extensive network of knowledgeable investment advisors in developing investment portfolios that take the impact of taxes into consideration and produce a favourable after-tax, inflation-adjusted return.

CONSULTING SERVICES

Management advisory services

We have extensive experience with business owners in helping them leverage their competitive strengths and identify areas negatively affecting profitability and growth.  Even the most qualified managers can benefit from competent, objective feedback, as our approach involves questioning all assumptions and accepting that strategies that have worked well in the past may not necessarily be the best for now or the future.  Working closely with owners and managers, we can develop business plans and specific, technically sound strategies to facilitate your organization’s future growth and success.

Business succession planning

Effective transition of your business to your successors is critical to its continued prosperity.  With a solid background in tax, estate, investment and retirement planning, we are fully qualified to develop a business succession plan addressing the complex issues of business continuance.

Accounting software selection and implementation

Your business gains a competitive strength when financial information critical to your specific organization is readily generated internally and transactions are processed efficiently and cost effectively.  Our team of accounting professionals can assist you in selecting and implementing the accounting application software platform that is best suited to your specific organization.

Other services

We have gained extensive experience in a wide array of financial and tax issues in servicing our diverse client base, and offer various other consulting services, including the following:

  • Asset protection.
  • Business process improvement.
  • Debt management.
  • Business start-up or expansion.
  • Buying and selling a business.
  • Mergers and acquisitions.
  • Employee benefit plans.

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