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.
Audits and reviews are needed to ensure proper reporting and compliance with generally accepted accounting standards and principles.
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.
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.
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.
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.
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.
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.
Making sure you employ the right people with the right skills and knowledge is critical to your business success. Recruiting, retaining, and developing staff in today’s complex environment can be a challenge and takes valuable time away from running your business.
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.
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 works with TriCert Financial Group, an independent financial planning and portfolio management company that works to safeguard and build wealth for its clients.