Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. 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.
Professional Accounting Services
Financial accounting and Taxation services
Due to our diverse client base, we encounter a wide array of financial accounting 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.
Personal Financial Planning
Meeting financial goals
Most of our clients’ business and personal goals and challenges are intricately coupled and often rely on their willingness to respond to the unexpected. Together as your team we can work closely with you to establish the proper structure, deal with personal transitions, and assist you establish, grow, or eventually transition your business.
To determine the proper strategy for helping you achieve your goals, we draw on expertise in several areas:
- Tax planning and preparation
- Personal financial planning
- Risk tolerance
- Estate planning
- Investment management and consulting based on risk tolerance and financial planning results
- Insurance management and consulting
Collaboration with Financial Advisors
Winnie Yu Wong CPA Professional Corporation and Wealth Stewards Inc. will work cohesively to develop a tailored plan to help reach your needs and goals.
Winnie Wong and her associates have vast expertise understanding and helping families with complex planning needs. They have been doing tax planning/consulting for years. Coupled with WSI, they broaden the scope and work with clients to understand their key financial and retirement objectives. Additionally, they can help clients achieve other goals to tie in a tax and investment approach tailored to meet their financial needs. Together as an integrated team, they prepare and establish a thoughtful and detailed plan that can help clients live the life they control and visualize.
To learn more about Wealth Stewards Inc. visit their website www.
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.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Cloud Accounting
Training and consulting services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We help clients train bookkeepers and hire subcontractors 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 of internal control systems
- Health check on financial accounting books
Cash Flow and Budgeting Analysis
A business can be profitable 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.
Consulting Services
Consulting Services
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. The following are just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Business valuations
- Buying/selling a business
- Business process improvement
- Computer systems
- Financial & retirement planning
- Estate planning
Tax Services
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
Estate Accounting & 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, and provide the necessary accounting and taxations service for compliances.