Accounting & Financial Reporting:

Business owners, often the major concern is income tax – minimizing it, but at the same time, keeping the organization secure from the risk of tax audit and non-compliance

But for other “stakeholders”, there are many other issues that need be addressed. Primary consideration is often given to financial service providers. Those who lend money, or invest, in the organization usually retain a right and expectation to receive timely and credible reports as to the status and security of their loan or investment. These providers usually contract with the organization to furnish them with reports on certain factors, such as liquidity ratios, debt-to-equity, working capital requirements, inventory valuation, the quality of the organizations internal controls, and a host of other financial criteria. Failure to adhere to these factors can result in cancellation of credit, or worse. 

Integratecpa team work with clients to better gain an understanding of the important issues facing the business, and to place an emphasis on the material, without undue regard to the non-material parts. 

 

Consulting:

  • Management Advisory Services – our wide range of experience enables us to offer your management team business advice for improving your products and services, lowering your costs, and keeping up with technological changes.
  • Financial Advisory Services – assist in determining the financial and tax implications of a business decision. We offer assistance with purchase and sale transactions, estate planning and transfers to the next generation of owners, corporate reorganizations, cash flow projections, financing needs, and banking proposals.

BookKeeping:

Develop a bookkeeping solution that will provide your business with the most relevant financial information to support your business growth and profitability goals.

We provide on or off-site monthly bookkeeping services that focus on the success on your business. BookKeeping services pay for themselves by eliminate related costs such as: Payroll taxes, Employee benefits, Training time and expense, Equipment and software costs, Employee management costs.

BookKeeping Services include but not limited to:

  • Data Entry
  • Account Reconciliations
  • Accounts Payable
  • Invoicing and Accounts Receivable
  • Budgeting
  • Payroll & Paystubs
  • HST/GST/PST/QST and WCB

 

Accounting Software Selection, Training & Support:

Computer-based accounting software provides many benefits. Not only does it organize your information, reducing accounting costs, but it allows you to instantly access vital information about your customers, your suppliers, and your inventory levels. It can also assist you in determining purchasing, cash flow, and seasonal trends.

Integratecpa offers services for the installation of most major accounting software applications including Quickbooks, Sage, Xero. Our services range from assisting in the design of a chart of accounts, to complete set-up, including hands on training, and full support.

 

Merger & Acquisitions:

Ensure that you are both educated on this complex topic, and that your business gets the widest possible exposure to potential buyers as well as regulatory compliance.

Advises on mergers, buy-ins and buy-outs, financing start-ups & purchases, buy-sell agreements, employment contracts, deferred compensation arrangements, investment reviews, insurance reviews, and long-range planning.

Global investment banking services for mergers and acquisitions; corporate finance, including private placement of debt and equity; and strategic partnerships and joint ventures.