Services

Bouchard & Company offers a wide range of services to owner-managers in a variety of industry sectors.
In addition to preparing or auditing financial statements, our service areas include:
 
Tax Consulting and Planning
Tax Compliance and Filing
Estate and Succession Filing
Business Compliance and Filing
Business Planning and Advice
Business Value Enhancement
Not-for-Profit Organization
Performance Management
Leadership Training
Information Technology
BOOKKEEPING ASSISTANCE
  Monthly or quarterly input
Assistance with setting up bookkeeping and information systems
Assist with setting up and supporting accounting software such as "Simply Accounting" and "Quickbooks"
GST Returns
Payroll calculations and remittances
Records of employment
Workers compensation reports
PST Remittances
CASH MANAGEMENT
We review idle and discretionary personal and business cash funds to ensure clients earn interest on their idle cash reserves.
  Liquidity
Conservative
Maximize Yeilds
Tax Favorable Treatment
Maximize opportunity on idle cash funds
FINANCIAL STATEMENT PREPARATION
 

Financial statements prepared with one of three levels of reports:
      -Notice to Reader
      -Review Engagement Report
      -Audit Report
 
Cash Flow Projections
Financial Forecasts, Budgets, Pro-Forma Financial Statements
Bank Representations

  
 

INCOME TAX PREPARATION

  
  Personal, Corporate, or Estate
Canadian or US returns
Current and Prior Years
Electronic filing for personal and corporate tax returns

  
 

OTHER TAX AND INFORMATION RETURNS

 
  T4, T4A, T5, and NR4B information slips
NISA Forms
T3010 Charity Information Return

  
 
TAX AND FINANCIAL PLANNING  
 

Corporate Reorganizations
Rollover of Property to Corporations
Succession Planning
Estate Planning
Family Trusts
Individual Pension Plans
Sale/Purchase of a Business
Retirement Planning
Income Splitting
Purchase VS. Lease Decisions
Business Valuations
Personal Financial Planning

  
 
BUSINESS DEVELOPMENT SERVICES  
  Business Plans
Consulting Services
Leadership Training Seminars
Employee Training Seminars
Mission Statement Development
Key Performance Indicator Tracking
Client Advisory Board Facilitation
Business Advisory Services

Click Here to view the Performance Management Section 		 
Click HERE to view Jeff's training brochure (236 KB .PDF)     
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Bouchard & Company - 8644 - 120th Street, Surrey, BC V3W 3N6 - - Tel: 604-591-3193 Fax: 604-591-3154 - - bco@bouchardco.com
©2006 Bouchard & Company