Who we help

Based in Alberta, we are extremely familiar with what it takes to deal with the erratic work schedules and hectic life of a small oilfield based corporation. With many of our clients being related directly or indirectly to the oilfield services sector, we have developed specific planning options for these businesses in the patch. From start-up to break-up, from boom to bust and back, we can help you achieve your goals, both financially and strategically. We can assist with:

• Setting up a proper corporate structure
• Tax planning and compliance services
• Consulting services relating to labour costs, equipment investment, and expansion
• Reorganizations and restructurings
• Outsourcing decisions and management
• Business purchase, disposition and transition planning
• Financial and business advisory services
• Succession and retirement planning
• Financial planning
• Assistance in navigating government regulation as it affects your business

Many great opportunities present themselves to the manufacturing industry – especially to those companies that can compete in the ever-changing marketplace. We can help you achieve your goals, both financially and strategically. We can assist with:

• Tax planning and compliance services
• Supply chain and inventory management
• Consulting services relating to labour costs, technology investment, and business expansion
• Continuous business process improvement
• Reorganizations and restructurings
• Outsourcing decisions and management
• Business purchase, disposition and transition planning
• Advice on financing your business expansion plans
• Change management

Understanding the diverse aspects of farming and its business cycles is a complex job. Provincial and federal regulation offers a never-ending source of complexity for agricultural operations. Erratic commodity prices and elevated distribution costs can have an immense impact on your bottom line. Our firm can support your farming operation with the financial and business advice that will help it succeed. Our services can assist with:

• Industry-specific tax planning and compliance services
• Tax effective business transition planning and implementation
• Profitability and financial management
• Management of issues involving interaction with government

We understand the significant business challenges involved in running a professional practice. The need for effective planning is critical. Our experienced team will take the time to understand your unique business and personal needs. In addition to traditional accounting and assurance services, we can also support you with:

• Tax planning and compliance
• Practice management advice
• Succession and retirement planning
• Financial planning
• Assistance in navigating government regulation as it affects your practice

Real Estate & Construction We partner with property owners, builders, contractors and investors to help them navigate the increasing challenges of a volatile and evolving market. We offer a range of services, including assistance with:

• Real estate investment
• Leasing
• Commercial and industrial real estate
• Real estate development
• Multi-residential property
• Real estate acquisition and disposition
• Other real estate issues

Owning and managing a business such as a restaurant, resort, hotel or golf course demands a sophisticated understanding of operational issues and the regulatory environment. We can help you maximize your business potential and reduce your tax burden by providing support with:

• Tax planning and compliance services
• Financial and business advisory services
• Operational improvement initiatives
• Business expansion
• Business transition planning
• Franchises
• Navigating government regulation affecting your industry

Successful retailers minimize inventory investment and labour and operation costs while grappling both with competition, and with economic factors affecting consumer purchasing behaviours. Our professionals are ready to assist you with everything from starting up to transition planning.

We work with a variety of business models, including:

• Brick-and-mortar retail operations
• Mail-order businesses
• Online retailers
• Auto dealerships
• Franchises

We understand the intricate and volatile world of logistics and transportation. Consumer demand, fuel prices, shaky markets, energy efficiency, and new technology are just some of the challenges this industry faces. Our team of accountants and tax professionals are ready to help your company compete and thrive.

Some of the industry-specific services we provide include:

• Tax planning and compliance
• Business process improvement expertise
• Support for business expansion initiatives

Don't worry, we can help.  We can't list every industry on here as there are too many to list. However, our experienced team can work with whatever industry you are in and develop a customized solution to meet your needs.

Fill out, or book, The Discovery Snapshot™ on our contact us page so we can get more information and go forward from there. If we can't help you directly, no worries, we'll refer you to someone who can.