Our Services

Susan B. Taylor & Associates
Chartered Professional Accountant & Business Advisor 

I offer a wide range of services to our individual and business clients.
My clients benefit from personalized, quality service.

I have listed the services that I offer to my clients, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service at 604-980-9090 if you do not see it listed.

Accounting Services
Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. 

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

My firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Compilation of financial statements with professional Notice to Reader attached

Financial Statements

I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. 
The financial statements produced can be a useful tool for management for making financial decisions.  

Professional CPA Compilations 

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. 

I provide financial reporting as follows:

• Compilation - based upon client information provided and used primarily for internal use. 
• Please note that most banks require the compilation of the annual financial statements, as prepared by a professional accountant with the Notice to Reader attached, for business loans to be granted.  I can help with this annual requirement.

Tax Services 

I prefer to take a proactive vs. reactive approach to tax services. 
By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Tax services offered include, but are not limited to:

• Tax planning for individuals and corporations
• Return preparation for
•     Individuals
•     Corporations
•     Estates and trusts
•     Not-for-profit organizations
• Provincial and federal commodity tax planning and compliance
• Tax considerations in matrimonial settlements
• Tax effects of buying/selling a business
• Tax effective retirement and estate planning 

Tax Preparation 

My significant investment in computerized tax preparation and research software enables me to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. 

Tax Planning 

Tax planning is an essential element of the tax preparation process. 
By making tax planning part of your overall business strategy, you can use my experience and access to the most current tax developments to minimize your tax liabilities. 

Federal and Provincial Sales Tax (GST, HST, PST and QST) 

I can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs. 

Payroll Services 

As a business grows, it must hire more employees, which can result in increased payroll administration. 
I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.

My firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. 

Consulting Services 

I gauge our worth by the personal and business successes of our clients. 
I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.

In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business.

The following are just a few of the areas in which I provide consulting services:

• Accounting software selection and implementation
• Buying/selling a business
• Business process improvement
• Computer systems
• Financial & retirement planning
• Estate planning 

Management Advisory Services 

Even the most qualified managers can benefit from competent, objective feedback. 
I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. 

Business Consulting 

I gauge our worth by the personal and business successes of our clients. 
I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.

In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. 

Debt & Financing Services 

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. 
Let me use my experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. 

Accounting Software Selection & Implementation 

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. 

As a accounting professional, I have knowledge of most programs, either through personal experience, or industry literature.

I can help you choose and implement the system that best fits your needs. 

Other Services 

Due to my diverse client base, I encounter a wide array of financial and tax issues. 
As a result, I have gained valuable experience over time in numerous specialized areas, many of which are listed below.

I feel my ability to provide such a variety of services reflects my versatility and competency, as well as my dedication to quality client service.

• Mergers & acquisitions
• Corporate recovery
• Asset protection
• Debt Management
• Business start-up or expansion
• Cash flow forecasting
• Employee benefit plans 

Bookkeeping/Write-Up 

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. 
I can assist you with the day-to-day tasks associated with bookkeeping. 

Cash Flow & Budgeting Analysis 

A business can be profitable and still run into trouble due to cash flow issues. 
I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. 

Financial Forecasts & Projections 

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. 
From simple projections to complex financial modeling, I can assist you in achieving your company's financial goals. 

Tax Planning & Preparation 

Tax planning and preparation form a winning combination for my successful individual and business clients. I can develop tax-minimization strategies to optimize your after-tax position.