We minimize risks, and maximize returns
Our Services
Your team had a business vision that was turned into a reality — but when you pictured success, it may not have included the number of hours that would be spent on financial accounting including operating results, budgets, forecasts, and navigating preparation of annual financial reports; together with tax compliance and staying versed in ever changing tax laws.
We’re here to be your trusted source for everything financial-related. Our clients operate in a wide variety of industries, each with their unique opportunities and challenges — the one thing they all have in common is knowing that they can reach out to us with any question or concern, no matter the complexity, and they’ll get a quick, honest answer from a professional they know and trust.
We’re here to take the pressure off so you have the time to focus on what you do best.
We believe time is your biggest asset.
Highlighted Services We Offer
Accounting
Every entrepreneur is individual, and every business is unique. We believe the same applies to your accounting needs. Our services are customized to what you and your business require in order to ensure your continued success.
When it comes to accounting, sometimes it is important to sweat the small stuff – as what can seem to be insignificant can result in material risks, or missed opportunities.
- Compilation engagements
- Financial statement preparation
- Special purpose reporting
- Bookkeeping
- Assistance with computerized accounting systems
- Employee training & support
- Statutory filings & compliance
- Incorporation advice
We’re here to answer the questions you didn’t know you had.
Audit and Assurance
Having an accurate picture of a company’s financial position is essential to continued success, development, and valuation. As a company grows, it can become more difficult to decipher the financial results. .
Other common reasons our clients come to us for assurance engagements includes: it is a condition of financing; it is requested by a non-active or minority shareholder; in preparation for future transactions; and to give owners and or senior management who are not involved in the detailed day-to-day operations reassurance over the financial reporting of their organization; to name a few.
Having an assurance engagement each year prepares your company for whatever comes next, whether it be growth, changes in ownership, or divestiture.
When it comes to accounting, sometimes it is important to sweat the small stuff – as what can seem to be insignificant can result in material risks, or missed opportunities.
We offer a wide range of assurance services, including:
- Audit and review engagements
- Specified auditing procedures
- Evaluation of internal controls
- Due diligence
Taxation
Taxation management can often be complicated for growing businesses. Canadian tax rules fluctuate, and if you don’t have the time to navigate the complexities of corporate tax law, these various changes can affect your bottom line. Tax rules can impact how a business chooses to structure itself, and the strategic choices it makes once established.
Berkis LLP provides the expert knowledge that comes with a quarter-century of understanding Canadian tax rules and, can help maximize your returns while minimizing liabilities. Our team provides a full range of professional tax services for every stage of a company’s development; from initial corporate structuring for start-ups, to ongoing expert advice and support for established private companies.
- Corporate and personal tax planning and filing
- Estate planning, including reorganization, crystallization, and family trusts
- Corporate reorganizations
- CRA audit assistance and negotiation with tax authorities
- Commodity/ consumption taxes (GST/HST)
- Advise on tax-effective acquisitions, mergers and divestitures
Consulting and Advisory
You have questions; we have answers. We want our clients to feel comfortable reaching out for professional, expert guidance on any business matter, large or small. We’ll always do our best to provide the solutions you need and help you implement them seamlessly.
Our goal is to assist you in optimizing the performance of your business – and achieving your individual objectives requires experience and foresight. We will help you identify opportunities to create value and reduce risk, while developing the infrastructure necessary to manage your growth.
We have the knowledge-base and expertise necessary to assist you in navigating the wide range of unique challenges,
changes and opportunities specific to your business.
- Incorporation advice & assistance
- Due diligence
- System implementation
- Mergers & acquisitions
- Business succession planning
- Valuations for income tax purposes
- Business dispute resolution
- Advice on matrimonial matters
- Financing
- Estate planning and structuring
- Review of shareholder/ partnership/ joint venture agreements
Office & Mailing Address:
90 Eglinton Ave East
Suite 990
Toronto, ON
M4P 2Y3
Hours of Operation:
9am - 5pm Mon-Fri
