Business Planning and Development - Facilitating business planning - Selection of legal structure - Business incorporations - Registration with tax authorities - Budgeting and cash flow forecasts Financing - Establishing financing needs - Leasing verses purchasing analysis - Identifying sources of financing - Renegotiating loan terms and conditions Financial Reporting and Control - Financial statement preparation - Cash flow management - Monthly/quarterly bookkeeping - Part-time controllership Taxation - Tax minimization and deferral strategies - Corporate and personal tax returns - Tax planning and compliance - Representation for audits and appeals Personal Financial Planning - Establishing goals and objectives - Analysis of lifestyle expenditures - Developing an investment strategy - Assessment of insurance needs Succession and Retirement Planning - Enhancing goals and objectives - Preparing the business for sale - Wealth preservation strategies - Tax effective use of holding companies - Use of registered investment products Estate Planning and Administration - Minimization of taxes and probate fees - Preparation of final tax returns - Financial counseling to beneficiaries |
| Frank Rosso Chartered Accountant |
Services
 |
| |
 |
| |
 |
| |
 |