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Client Services

A full-service accountancy firm

Weinberg & Gaspirc Chartered Accountants LLP was established in July 1996 and continues to serve the not-for-profit and owner managed business markets. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

Not-for-Profit Sector

Services for the Not-for-Profit Sector

We have built a substantial body of knowledge and experience in the not-for-profit sector.

  • Controllership RoleWe serve as controllers and/or CFO's in a number of hospital foundations and other not-for-profits and charities.
  • Year-End AuditsWe perform the year-end audit for a number of not-for-profits and charities as well as preparation of required CRA regulatory filings.
  • Project ConsultingWe've been engaged to assist not-for-profits and charities in setting up appropriate accounting structures, compliance reporting with donor and funder agreements, aligning policies with the organizations' needs, structuring record keeping and reporting for endowments and restricted gifts, and implementing other best practices, including policy development, procedures reviews, internal control assessments, and designing custom reports for management, committees and Boards.

Financial

Financial Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements
  • Audits and reviews

Assurance

Assurance & Audit Services

Quality and a hands-on approach is our methodology for all of our audit work.

  • Independence
  • General ledger and financial statement preparation
  • Foundational elements of quality
  • Governance and leadership
  • Government regulatory management

Tax

Tax Planning & Services

We prefer to take a proactive vs. reactive approach to tax services, identifying key tax planning opportunities that minimize both current and future tax liabilities.

  • Tax planning for individuals and corporations
  • Return preparation for individuals, corporations, estates and trusts, and 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

Consulting

Consulting Services

We gauge our worth by the personal and business successes of our clients, acting as a sounding board for management.

  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Computer systems
  • Financial & retirement planning
  • Estate planning

Specialized

Additional Services

Due to our diverse client base, we've gained valuable experience over the years in numerous specialized areas.

  • Mergers & acquisitions
  • Corporate recovery
  • Asset protection
  • Debt management
  • Business start-up or expansion
  • Bankruptcies
  • Litigation support
  • Cash flow forecasting
  • Employee benefit plans
  • Expert witness services