Client Services

Wide range of services we provide to our individual and business clients.

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

Accounting Services

Accounting Services

We provide financial information to our clients with guaranteed efficiency and accuracy. Our commitment to our clients is unrivaled. Our developed and well-organized records ensure that your business operations run at optimal performance on a daily basis. Our firm provides a full range of accounting services, including the following:

  • accounting servicesGeneral ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements
  • Audits and reviews

Audits, Reviews, and Compilations

Our role in the financial reporting process is to provide constructive solutions. Our objective is to maximize your company’s profitability. Our firm establishes the efficiency our clients need. We provide financial reporting on all three levels of assurance:

  • Audit – an intensive examination with the highest level of assurance
  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.

Cash Flow & Budgeting Analysis

No matter how profitable a business is, it is always possible to run into trouble due to cash flow issues. Our team can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

It is necessary to forecast when you are trying to lead a business to profitability. From simple projections to complex financial modeling, our experienced and resourceful staff can assist you in achieving your company’s financial goals. Our team is here to ensure your success.

Financial Statements

In accordance with professional standards, we can assist you in the preparation of your financial statements. We can not express an opinion, nor any other form of assurance on the underlying information included in them. The financial statements produced are a beneficial tool for management in making professional financial decisions.

Consulting Services

Consulting Services

Our team is here with you every step of the way. From accounting software selection, business process improvement, estate planning, and many more; our wide variety of consultations is designed to help you succeed. Our team has a commitment to our clients; and we are determined to help you prosper.

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

Business Consulting

At Akler Browning LLP, we value our firm’s success through the success of our clients. The experienced members of our team know how to identify business areas negatively affecting profitability and growth. We are able to develop solutions that are practical and technically sound, specialized to help each individual client succeed. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies made to uniquely address the issues of your company.

Accounting Software Selection & Implementation

The number of computerized accounting software packages available is increasing at an exponential rate. Selecting one has become increasingly difficult for both small businesses and individuals. Our team is ready to help. As accounting professionals, we have thorough knowledge of the programs, through personal experience and industry literature. Our experienced staff knows how to help you choose and implement the system that best fits your needs.

Business Succession Planning

Transferring the inheritance of your business to your successors is critical to the company’s continued prosperity. At Akler Browning LLP, we are fully qualified to address the complex issues of business continuation. For business owners, providing for business continuity and succession of ownership is essential. With an experienced background in tax, succession and estate planning, and other financial matters, we understand the beneficial succession of business profit.

Estate Planning

Our team knows how to guide you through the complex process of getting your financial affairs in order. By effectively planning the succession of your estate, you facilitate the orderly transfer of assets to your beneficiaries, reduce or eliminate the tax due on the transfer of your business and other assets and provide security for your surviving spouse.

Investment Review

Our team will act as your sounding board as you develop your investment strategy. Our critical knowledge and experience of investment review is beneficial to the needs of our clients. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produce a favorable after-tax return.

Management Advisory Services

There is no limit to competent, objective feedback. Even the most qualified managers can value the expertise needed to expand their growth. In order to facilitate your business’ future growth and success, we know how to help your company’s management team construct long-term objectives and specific strategies. Our business is valued by the success of our clients.

Purchase & Sale of a Business

Preparation is key to the successful purchase and sale of a business. Our experienced team is capable of assisting you with all aspects of your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

Tax Services

Tax Services

By taking a proactive approach rather than a reactive approach to tax services, we offer resourceful insight into our clients’ needs. Not only do we keep current on the newest tax laws and legislations, we are in a vital position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We believe our individual and business clients deserve the knowledge of taxation expertise and strategy throughout the entire year. Tax services offered include:

  • tax planningTax 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

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Tax Planning & Preparation

Tax planning and preparation forms a winning combination for our successful individual and business clients. Our experienced staff is capable of developing tax-minimization strategies to optimize your after-tax position.

Other Services

Other Services

Due to our diverse client base, we encounter a numerous array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Mergers & acquisitions
  • Corporate recovery
  • Asset protection
  • Debt Managementrelated services
  • Business start-up or expansion
  • Bankruptcies
  • Litigation support
  • Cash flow forecasting
  • Employee benefit plans
  • Expert witness services