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Strategis Group LLP


About

CHARTERED PROFESSIONAL ACCOUNTANTS
COMPLETE ACCOUNTING SERVICES

 

We are a firm of CHARTERED PROFESSIONAL ACCOUNTANTS located in beautiful Sylvan Lake, Alberta. Our team of dedicated individuals prides itself on delivering quick turnaround, plain english interpretations and proactive interaction with our clients.

Please feel free to contact us with any questions or comments you may have - we'd love to hear from you!

  • review engagements
  • financial statements
  • corporate & personal income taxes
  • business consulting
  • GST & payroll assistance
  • bookkeeping
  • business ­start-up assistance

 

 

Our dedicated team includes four chartered professional accountants, experienced accounting technicians and support staff. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.  Our firm is deeply rooted in the community of Sylvan Lake with the office being in operations since 1997. Most of the people who work here and whom you trust have been around for many years.  Our firm specializes in providing professional accounting services to small and medium sized businesses. Many of our clients are one person shows, while several are large companies with several millions in sales. We understand what is important to your business and pride ourselves in ensuring that you truly understand your finanial picture.

While we are a smaller firm, our knowledge and level of service rivals any large firm. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. To this effect we take pride that a large portion of our growth over the years has come as a result of client referrals. We view this as proof of our excellence!  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.

 

  • Accounting Services
  • Financial Statements
  • Reviews & Compilations
  • Bookkeeping/Write-Up
  • Cash Flow & Budgeting Analysis
  • Financial Forecasts & Projections
  • Reviews & Compilations
  • Tax Services
  • Tax Planning & Preparation
  • Payroll Services
  • Estate & Trust Tax Preparation
  • Consulting Services
  • Business Consulting
  • Purchase and Sale of a Business
  • Consulting Services

Accounting 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. Our firm 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 and reviews
  • Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

 

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

 

Bookkeeping/Write-Up

  • Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

 

Cash Flow & 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.
  • Financial Forecasts & Projections
  • Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

 

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

 

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
  • Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

 

Payroll Services

  • As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

 

Estate & 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.

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

Business Consulting

  • 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.

 

Purchase and Sale of a Business

  • Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

 

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

 


Carlo Simonot, CPA, CA • Gérald Tardif, CPA, CA • Mindi Ganson, CPA, CA


 

Contact

#201 - 37 BEJU INDUSTRIAL DRIVE
Sylvan Lake, Alberta T4S 0K9
Canada

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Contact

403-887-3260


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