Chartered Professional Accountants Serving Simcoe Region
Bringing personalized financial guidance, professional accounting, bookkeeping, and tax preparation services to businesses, farmers, and not-for-profit organizations.
Accounting Services
Our team stays current to assist with preparation of tax returns accurately by a thorough exploration of any credits, deductions and tax saving strategies available.
Licensed to practice public accounting, we can provide 'Notice to Reader' or 'Review' financial statements according to professional accounting standards.
Our approach to estate, succession and retirement planning requires a comprehensive team to find strategies customized for your family framework.
Our assurance team can work with your board of directors to provide audit reports for your charity or service entity that includes an evaluation of your internal controls.
We become a valuable member of your strategy team providing insight for a variety of business decisions for starting up, growth or transition phases.
When you entrust your bookkeeping responsibilities and filing compliance to our experienced staff, you give yourself the time to focus on your core business.
Our Process:
Our firm offers an unmatched level of quality and service to all our clients, exceeding their expectations and delivering a service based on trust and loyalty. We have focused on personalized service and a commitment to small firm principles and values. With a reputation built on the highest standards of service quality and professional integrity.
- Contact Us and Book a Discovery Call: One of our staff will contact you to schedule a appointment
- Discovery Call: An opportunity to share issues, discuss policy guidelines and how we may be of of service to you.
- Planning Call: Allow us to address issues discussed in the Discovery Call, and also ask additional questions along with defining roles and responsibilities and confirming a go forward plan.
Request A Discovery Call:
I have found Susan and her staff to be very knowledgeable, organized and timely. As a tax and estates lawyer, I have experience filing tax returns for my family and my corporation, and I very much appreciate Susan opening my eyes to new tax planning possibilities and taking the burden of preparing and filing tax returns off of my shoulders. Susan is thorough and thoughtful, and I have full confidence that my tax situation is being optimized. Susan is also a wonderful person, which makes the process much easier to bear
Katy Basi, LL.B., M.B.A.(Fin), TEP
Susan, our Renewable Energy Co-op is extremely grateful for the professionalism that you have brought to our team. When we originally asked you to act as our auditor, we did so on strong recommendations from others who had worked with you. At our AGM, you not only contributed as the auditor but brought significant value added by assisting with our elections and other business. We appreciate you stepping down as our auditor, to allow a replacement to step in as a third party auditor, so that you could partner with our team in a greater capacity, taking the lead for all financial transactions in our Co-op. Your strong value of integrity coupled with an exceptional commitment to serve customers has relieved an immense burden from the Board of Directors. We are very blessed having you as an integral part of the team and look forward to partnering for many years to come.
Ken Rounds, Director of Simcoe County Community Energy Co-operative Inc
For more information call (705) 436-9322
1895 Commerce Park Dr. Innisfil ON L9S 4A2, (705) 436-9322, info@morrisoncpa.ca
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