| Haugen Morrish Angers, Chartered Accountants |
| Our firm offers a wide range of services to our individual and business clients. 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. |
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| (Click Service Title For Details) |
| Aboriginal Client Services |
| Services for First Nation communities, organizations and businesses including audits, reviews, co-management, financial management plans and consulting. |
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| Accounting Services |
| Accurate and timely financial information is paramount to successfully managing an organization. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Compilation of financial statements *Audits and reviews |
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| Accounting Software Selection & Implementation |
| Selection and implementation of computerized accounting software can streamline business operations and financial reporting. Our firm is experienced in the implementation and use of the following software packages: *Sage Accpac ERP *Accpac Plus *Adagio *QuickBooks *Simply Accounting |
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| Audit Services |
| Our firm offers a full range of audit services including financial statement audits and special reports. We have a wealth of experience serving a variety of for-profit and not-for-profit clients. |
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| Bankruptcies |
| Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and through our relationship with other professionals can competently guide you through the process. |
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| Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Business Succession Planning |
| Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation. |
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| Cash Flow & Budgeting Analysis |
| An organization can be successful and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Compilations |
| Our firm offers compilation services which differs from an audit or review in that no assurance is provided. |
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| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business's computer systems and their affect on your financial information systems and overall business operations. |
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| Corporate Recovery |
| Many promising businesses experience periods of financial stress. Our team of professionals can help you identify opportunities and risks, and assist with restructuring, refinancing, cash management and other services to help you put your business back on a sound financial footing. |
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| 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. |
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| Federal and Provincial Sales Tax (GST, HST, PST and QST) |
| Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead an organization to financial success. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Other Services |
| Due to our diverse client base, we encounter a wide 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. *Private mergers & acquisitions *Debt Management *Business start-up or expansion |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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| Purchase and Sale of a Business |
| Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including, cash flow analysis, tax minimization and transition planning. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Reviews |
| Our firm provides review services where assurance is required but an audit is not justified. We have experience providing reviews for a variety of for-profit and not-for-profit clients. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position. |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to: *Tax 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 |
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| Training - Accounting Software |
| Our knowledge and experience working with a variety of computerized accounting packages allows us to provide effective accounting software training courses. |
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| Training - Accounting |
| Our firm has experience providing training on fundamental accounting theory and processes. |
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