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Our Services

At Carlyle Shepherd & Co we are pleased to offer a range of financial services to suit both individual and business needs. You can read about these services below, or call or email us directly to make an inquiry.


Accounting Services

Accounting

Our accountants can provide a big-picture analysis of your financial situation and offer needs-based services and strategic advice. This includes producing key financial documents, filing taxes, and offering advice based on your real financial situation. Properly prepared financial records are absolutely essential for small business owners, entrepreneurs, or self-employed individuals and of great benefit in a wide variety of financial situations. Accurate and timely financial information is crucial to your success; We are proud to provide a full range of affordable accounting services to our clients.

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Bookkeeping/Write-Up

Bookkeeping services involve gathering, recording, and storing financial transactions for a company or individual. In contrast to the macro-level nature of accounting services (link to accounting), bookkeeping services cover the day-to-day tasks that keep financial records precise and up to date. This can include such tasks as managing paperwork for a payroll, submitting invoices promptly, paying the bills, and tracking expenses. This detail-oriented work is key to ensuring that your financial records are ready for tax time and/or other reporting. When it comes to financial success, knowledge is power; Bookkeeping services are a convenient and valuable opportunity to see where your money is going and track trends.

 

Bookkeeping services can include:

  • Billing for goods sold or services provided to clients.
  • Recording receipts from customers.
  • Verifying and recording invoices from suppliers.
  • Paying suppliers.
  • Processing employees' pay and the related governmental reports.
  • Monitoring individual accounts receivable.
  • Recording depreciation and other adjusting entries.
  • Providing financial reports.

If you are considering hiring a bookkeeper for yourself or your business, contact us today to discuss your needs.

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Tax Services

Tax Services

At Carlyle Shepherd and Co we believe in a proactive approach to tax services. Through our commitment to keeping our knowledge current with new tax laws and legislation, we are well-positioned to identify key tax planning opportunities that minimize both your current and future tax liabilities. In addition to handling the preparation and filing of your taxes, we provide both individual and business clients with knowledge and taxation expertise throughout the year.

 

We offer a broad range of tax services, including tax planning for individuals and corporations.  Our tax return preparation service is suitable for individuals, corporations, estates and trusts, and not-for-profit organizations. We can provide provincial and federal commodity tax planning and compliance, in addition to advising clients of tax considerations in matrimonial settlements, the tax-related consequences of buying or selling a business, and assisting with tax effective retirement and estate planning.

 

We understand that every client has unique needs during tax season and strive to offer personalized service of the highest quality. For more information or to book an appointment, please contact us (link to contact us) at your convenience.

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Consulting Services

Consulting

Once you have your financial records in order, Carlyle Shepherd & Co can help you turn information into action. Over decades in the industry we have developed relationships with many organizations and businesses, which means we are well equipped to help you navigate your financial decisions and responsibilities. Whether you need advice regarding a business decision, help planning financially for a major life change, or guidance through a complicated application or process, we are here to help. Our accountants are prepared with the most up to date knowledge of legislation and policy as well as years of experience in the field, so you can trust us to provide sound advice with your best interests in mind.

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