LEVY CPA

Accounting Services

In order for financial information to provide value, they must be available in a timely and accurate manner. Many of our clients are new to the business environment and have come to rely on our experience to help them navigate these rough waters. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• Financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system & software setup for new businesses
• GST & QST preparation
• Personal financial statements

Financial Statements

In today’s business environment, clients are looking for cost-effective solutions for their financial reporting needs. In many situations, assurance based financial statements are not necessary as the cost outweighs the benefit. We are experienced in discussing  these needs with your lender and other financial statement users to help you negotiate the most cost efficient solution.

While most of our clients perceive the greatest value in compilation engagements, we  offer both review assurance engagements as well as assisting clients in preparing their own internal financial statements in accordance with professional standards.

Business Consulting & Financing

As the owner of a business  you instinctively understand that your success is dependent on having sufficient cash flow and access to financing. Unfortunately, for businesses without an established track record, the sources of this financing is often hard to come by and leads to a great deal of stress and frustration. What can you do when you know what steps you need to undertake to reach your goals but the bank is not willing to cooperate.

We can provide assistance in this area by not only preparing the necessary business plan and related documentation, but by presenting your file to our own banking network representatives with the goal of enabling you to leverage the credibility we have built.  The lenders we work with know that once we accept a client for a financing proposal, that we will actively support the owners in managing their business. This support is seen by the bank as in a positive light and may be the catalyst for determining the admissibility of the file.