Compliance sevices are what every business person has to have done. Includes services such as income tax, federal and provincial, sales tax and the myriad of other matters governments require you to comply with.

We review your financial performance before the end of the year as required to provide you with taxation planning advice. Action taken here will allow us to proactively plan for your wealth creation strategies using your retained after-tax profits.

Most business people are too busy to manage their own affairs. We are available to review your personal net wealth every year and help you in achieving your goals for education, holidays and retirement.

Developments in technology are moving so fast that you may need a special technology development plan for your business. We help you do this. Your LWW Team has access to expertise in this area. We will assist in the design and installation of the system and train your operators to get the most out of your investment.

This service is where we help you prepare budgets for cash flow and profit planning purposes. We show you how to use these to get better control over your business by using these vitally important management control tools. This information will also be valuable when we work on Finance Management (see 7 below).

Management advice is where we go beyond the budgeting process and proactively help you interpret your periodic reports. These reports include detailed key performance indicators that apply to all of the critical areas of your business. We work with you on these and perform a comprehensive review of your operating plan yearly. Examples are: cash flow projections, budget vs. actual comparisons, what-if scenarios and other future oriented forecasts.

We help you get the right financing at the right rates. This service includes leases, bank loans and overdrafts, equity raising and venture capital.

Business development is where we are involved in assisting you with the development of your strategic plan. Our specific focus is on helping you discover the unexploited potential that lies within your business. Our aim is to help you make your business even more profitable and therefore more valuable. This service will involve us in many non-accounting aspects of your business development including team training, market positioning and helping you develop customer services strategies.

We help you plan for your retirement and handover of business. This service may involve training team members in new skills and developing systems and setting procedures. Various options for the sale of the business are explored including vendor financing current employees in the purchase of the business.