Kelly Porter Hétu

The Usual Stuff

We do corporate, personal and trust tax returns and financial statements.

Bookkeeping

Bookkeeping services including preparation of GST & PST returns (HST July 1, 2010), monthly and quarterly financial reports, payroll and WSIB reporting.

Business Advisory

Controllership and business consulting services including budgeting and cash flow forecasting and analyzing business results to assist our clients in improving their bottom line.

Personal Financial Planning

This is an integral part of what we do. We provide financial planning from helpful suggestions while preparing tax returns to detailed financial plans.

Dispute Resolution

Represent our clients with tax issues in discussions, tax audits and appeals with CRA and other government agencies.

Tax Planning

Planning and advice to obtain the best tax situation possible for our clients. Based on our experience and research we will strive to minimize your tax bill while complying with the Income Tax Act of Canada.

Start-ups and Business Strategy

Assist with business start-up, and on an ongoing basis, provide day to day business advice such as the advantages and disadvantages of incorporating, whether to lease or buy, the tax consequences of decisions, salary to pay, setting up bookkeeping records.

Banking and Financing

Assist our clients in developing and maintaining a good banking relationship and obtaining financing when necessary.

Estate & Succession Planning

We work with businesses and individuals in arranging their affairs and developing strategies to assist in wealth accumulation, preservation and generational transfer of assets.