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Accounting, Tax and Consulting Services
for Corporate Clients
.

Investors Choice provides comprehensive accounting and tax services for your business needs. Our
extensive experience in tax and accounting helps you minimize tax and better manage your business.

Core Services
  • we are a general practitioner in the areas of bookkeeping, accounting and tax services
    -
  • offered in conjunction with a chartered accountant who is licensed to practice public accounting.
    That means these services are regulated (by the CICA through practice inspections), insured (with
    liability insurance) and include notice to reader, review and audit engagements.

Specialty Services

  • network of affiliates in the event that specialty services are required
    -
  • assisting small enterprises in preparing business plans
    -
  • compiling future oriented financial information
    -
  • assisting clients over the hump of the initial business cycle stage
    -
  • human resource consulting:
    -
    - developing compensation programs
    -
    - defining and developing job descriptions with related grades in conjunction
    ...with performance appraisal systems and bonus plans
    -
    - developing appropriate organizational structures and optimal span of
    ...control modifications
  • interview, and assisting in the hiring of candidates

Client Base

  • Investment holding companies
    -
  • Non-incorporated business proprietorships
    -
  • Retail enterprises
    -
  • Medical practices
    -
  • Canadian controlled private corporations
    -
  • Small business entrepreneurs
    -
  • Service based companies

Markets in which our clients operate

  • investments
  • variety & convenience stores
  • medical practices-
  • wine importing concerns-
  • food and hardware retail
  • sole proprietorships in woodworking & cabinet making & antique furniture-
  • services business in personal beauty care
How we have helped our clients
  • Client Situation: Hardware Business in 5th year of operation and needed to be better organized
    .
    Outcome: Prepared job descriptions, assigned staff to grades, implemented performance appraisal system,
    worked with staff on goal setting; prepared business plan & compiled future oriented financial information
    .
  • Client Situation: Client setting up wine importing firm and approached the bank without an accountant
    .
    Outcome: Investors Choice has prepared bookkeeping and a licensed public chartered accountant
    has issued Notice to Reader reports. Client now in 10th year and becoming more profitable. 

When is your accountant your best friend ?

  • When your business is in trouble
    .
  • Clients are at a real risk if they are not represented by an accountant and they are selected for
    either a Canada Revenue Agency, GST, or provincial sales tax audit
    .
  • Example: Recent client initially assessed $162,000 in penalties: This was challenged and
    drastically reduced; case settled at $ 48,000

Our Minimum Standards

  • compliance with CICA engagement standards (if licensed public accounting is required) for
    Notice to Reader compilation engagements unique customized general ledger maintained for
    each accounting client
  • integration of accounting with tax work, negotiation and reporting to meet Bank's
    information requirements

Role of Accountant

  • Professional: expert on accounting, tax
  • Salesman: business development
  • Interviewer: what is client's situation?
  • Diplomat: what's black, white, or grey 
  • Counselor: objective
  • Educator: tips on managing business
  • Taskmaster: meeting deadlines
  • Mentor: helps keep you out of trouble

Fees

If licensed public accounting is required. The fee is far more reasonable then the large CA firms.
A small business could expect to pay between $1,500 & $2,500 for:

  • bookkeeping & accounting Notice to Reader Compilation Report (public accounting)
  • associated tax work (personal/corporate) 

Business Plans with compilation report on Future Oriented Financial Information are approximately
$5,000 to $7,500. This is an in-depth piece of work with the expected outcome being a
document which helps the entrepreneur run his business better and obtain access to capital.



For more information on Investors Choice Corporate Client Services, please call
J. Michael Lowry, Managing Director
(affiliate member of the TSFA)
(905) 281-2616 or toll free 1-877-We-Verify (1 877 938-3743) 
Fax (905) 897-9210
89 Queensway West, Suite 226, Mississauga, ON Canada L5B 2V2
e-mail: info@investorschoice.ca. website. http://www.investorschoice.ca