Professional Firms
Your Canadian company will typically require ongoing services as outlined below. A successfully co-ordinated effort by complimentary professional accounting firms will provide a business with well supported balance. An overview of typical financial services are charted on the following Compatibility/Liaison Table. Critical path execution will provide for your predictable growth and longevity.
Scale:
1 = primarily responsible
5 = others responsibility
Swain & Associates Inc |
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|---|---|---|---|
Canadian Affiliate CA Firms |
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U.S. or International Parent CPA Firms |
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Services |
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| 3 | 3 | 3 |
Sys. Review/Recommendations - Initial Organization
|
| 1 | 3 | 5 |
Sys. Review/Recommendations (Procedures and Paperflow)
|
| 1 | 5 | 5 |
System Implementation |
| 1 | 3 | 5 |
Software Systems Conversion/Setup |
| 1 | 5 | 5 |
Software Training |
| 4 | 1 | 1 |
Canadian and Cross Border Tax Consulting (Transfer Pricing)
|
| 3 | 3 | 3 |
Strategy/Structure Consulting (I/C Agreements)
|
| 1 | 3 | 5 |
Banking/Treasury Function |
| 2 | 1 | 5 |
GST/PST/Duty Consulting |
| 1 | 5 | 5 |
Daily, Weekly Bookkeeping |
| 1 | 5 | 5 |
Monthly closing and F/S |
| 1 | 2 | 5 |
Annual Rev.Can. Compliance (Employee and Expatriate)
|
| 1 | 5 | 5 |
Y/E Working Papers |
| 5 | 1 | 2 |
External F/S Presentation Notice to Reader/Review/Audit
|
| 5 | 1 | 2 |
T1, T2, T3 & CT23 Tax Returns |
| 5 | 1 | 2 |
Estate Planning - Can./US |
| 5 | 1 | 2 |
Insolvency Consulting |
| 1 | 5 | 5 |
Clean up Bookkeeping |
| 3 | 3 | 3 |
Litigation Support |
| 3 | 3 | 3 |
Acquisition Due Diligence |
| 5 | 1 | 2 |
Valuations |
