Services

People often think they only need the services of an accountant to perform audits, prepare financial statements, for estate planning or when tax returns are due.

In reality, there are many stages in a person’s life where an accountant’s specific expertise is essential: whether starting or expanding a business; getting married or divorced; or hoping to retire. Wilkinson offers a large variety of services that cover almost every situation and stage of life. Our dedicated team of trusted advisors offer you the knowledge and technical skills to provide innovative solutions to our clients, helping them achieve their goals for a secure and prosperous future.

Bookkeeping

Bookkeeping is the backbone of all accounting. Accurate and complete daily and monthly recording of all business transactions is essential for the preparation of all accounting reports.

Accounting, Reporting and Financial Statements

The proper preparation and review of all financial statements is crucial to our clients; it provides the necessary information about the health of the business, or for regulatory requirements such as tax returns.

Assurance and Compliance

Audits and reviews are needed to ensure proper reporting and compliance with generally accepted accounting standards and principles.

Business Planning

All businesses have a starting point, and that starting point is the business plan. By pulling together all the elements needed to determine the financial viability of your business proposal, Wilkinson can help you realize your ultimate goals.

Business and Advisory Services

Whether you are expanding, acquiring, merging, selling, or divesting, business and advisory services are an essential tool in determining the value of assets involved in any transaction.

Business Valuations

Not all business valuations are done for the purposes of expanding or divesting. Sometimes, the value of a business needs to be determined because there has been a dissolving of a business partnership, litigation or a marital breakdown.

Forensic and Investigative Accounting

Wilkinson - a founding member of the Canadian Division of the National Association of Forensic Accountants in 1993 - is one of the premier forensic firms in Ontario.

Estate Planning

You have spent your career acquiring wealth, and now it’s time to disperse it. Estate planning helps minimize tax liabilities for clients and their families while protecting your lifetime’s work.

Succession Planning

There are many different ways of retiring; you can sell completely to a partner or third partner, or transfer your business to the next generation.

Tax Planning and Compliance

Minimizing taxes and preserving wealth is a priority for both individual and business clients. Wilkinson can provide a number of creative personal and corporate tax planning strategies to help you achieve overall financial success and security.

Wilkinson Financial Services

Wilkinson Financial Services works with Independent Accountants' Investment Counsel (IAIC), an independent financial planning and portfolio management company that works to safeguard and build wealth for its clients.