Client Services
We offer a comprehensive suite of services tailored to meet the needs of both our individual and corporate clients.
Our firm provides a broad spectrum of services tailored to both individual and corporate clients. Our commitment to delivering personalized, high-caliber service sets us apart. Below, you'll find a curated list of our offerings, accompanied by succinct descriptions. Should you require a service not mentioned here, we encourage you to reach out for more information. This catalog is not exhaustive, and we are always ready to accommodate your needs.
Accounting Services
NDL PC provides a broad spectrum of services tailored to both individual and corporate clients. Our commitment to delivering personalized, high-caliber service sets us apart. Below, you'll find a curated list of our offerings, accompanied by succinct descriptions. Should you require a service not mentioned here, we encourage you to reach out for more information. This catalog is not exhaustive, and we are always ready to accommodate your needs.
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Preparation of general ledger and financial statements
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Comprehensive bookkeeping services (Monthly, Quarterly, Annual)
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Customized accounting system setup for startups and new businesses
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Thorough compilation of financial statements
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Detailed audits and reviews
Audits, Reviews, and Compilations
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We play a crucial role in the financial reporting process by providing constructive solutions aimed at enhancing your company's profitability. NDL PC ensures the delivery of the efficiency our clients require through financial reporting at all three levels of assurance:
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Audit: An in-depth examination offering the highest level of assurance
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Review: Limited assurance based on analytical procedures
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Compilation: A presentation based on client information, primarily for internal use
Cash Flow & Budgeting Analysis
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Even the most profitable businesses can face challenges due to cash flow issues. Our expert team is equipped to forecast and evaluate your company's financial condition, estimate financing needs, and monitor cash-flow sources and uses, ensuring the financial health and stability of your business.
Financial Forecasts & Projections
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Forecasting is essential for steering a business toward profitability. NDL PC's experienced and resourceful staff are adept at everything from simple projections to complex financial modeling, assisting you in achieving your company's financial objectives. Our commitment is to your success.
Financial Statements
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In line with professional standards, NDL PC offers assistance in preparing your financial statements. While we do not provide an opinion or any other form of assurance on the underlying information, the financial statements we produce serve as a valuable tool for management in making informed financial decisions.
Consulting Services
Our commitment to your success is paramount. We stand by your side through every phase, offering a diverse range of consulting services designed to foster your success. From selecting the optimal accounting software, enhancing business processes, to estate planning, our services are crafted to support your journey towards prosperity. Our dedication to client success fuels our determination to help you thrive.
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Accounting software selection and implementation
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Business valuations
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Strategies for buying or selling a business
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Business process enhancements
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Advanced computer system solutions
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Financial and retirement strategy planning
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Comprehensive estate planning
Business Consulting
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​At NDL PC, we gauge our success by the achievements of our clients. Our experienced team excels in pinpointing business areas that detract from profitability and growth, crafting practical, technically sound solutions tailored to each client's unique situation. Beyond offering strategic advice to management, we devise comprehensive, adaptable strategies to address your company's specific challenges effectively.
Accounting Software Selection & Implementation
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With the surge of computerized accounting software options, choosing the perfect fit has become a formidable challenge for both individuals and small businesses. Leveraging our extensive experience and in-depth industry knowledge, our team is well-equipped to guide you in selecting and deploying the accounting system that best meets your needs.
Business Succession Planning
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Ensuring the seamless transition of your business to successors is vital for its enduring success. At NDL PC, our proficiency in handling the intricate aspects of business continuation positions us as your ideal partner in this process. Our expertise spans tax, succession, estate planning, and more, ensuring a profitable and smooth transition of business ownership.
Estate Planning
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​Navigating the complexities of estate planning is made easier with NDL PC. Our aim is to streamline the orderly transfer of your assets to beneficiaries, minimizing or eliminating transfer taxes and securing the financial well-being of your surviving spouse through meticulous planning.
Investment Review
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​Our team serves as a valuable resource as you formulate your investment strategy, offering critical insights and experience to complement your investment planning. We collaborate with you and your investment advisor to design a portfolio that optimizes after-tax returns, taking into account the tax implications of your investments.
Management Advisory Services
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The value of informed, objective feedback cannot be overstated. Our services are designed to support the most skilled managers in broadening their perspectives for growth. By assisting your management team in setting long-term goals and strategies, NDL PC is committed to your business's continuous growth and success.
Purchase & Sale of a Business
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​Preparation is the cornerstone of any successful business transaction. Our skilled team is here to support every aspect of your purchase or sale, from valuation and cash flow analysis to tax minimization and transition planning, ensuring a smooth and profitable process.
Tax Services
At NDL PC, we adopt a proactive rather than reactive approach to tax services, equipping us with the insight needed to fully understand our clients’ needs. Our commitment to staying abreast of the latest tax laws and legislation places us in a prime position to uncover significant tax planning opportunities, aiming to reduce both current and future tax liabilities. We hold the conviction that our individual and corporate clients are entitled to continuous access to our tax expertise and strategic advice throughout the year. Our tax services encompass:
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Strategic tax planning for individuals and corporations
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Comprehensive return preparation for individuals, corporations, estates and trusts, and not-for-profit organizations
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Provincial and federal commodity tax planning and compliance
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Consideration of tax implications in matrimonial settlements
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Analysis of the tax consequences associated with buying or selling a business
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Tax-efficient strategies for retirement and estate planning
Estate & Trust Tax Preparation
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​Effective estate planning is crucial for the orderly distribution of assets to beneficiaries, ensuring the financial security of surviving spouses, and potentially reducing or even eliminating taxes on the transfer of your business and other assets. For business owners, ensuring the continuity and succession of ownership is imperative. NDL PC is here to navigate you through the intricate process of organizing your financial affairs, making the transition as seamless as possible.
Tax Planning & Preparation
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​The combination of tax planning and preparation is key to the success of our clients, both individuals and businesses alike. Our seasoned professionals are adept at crafting tax-minimization strategies that enhance your after-tax financial position, ensuring that you not only comply with the current tax laws but also secure a favorable fiscal future.
Other Services
Thanks to our wide-ranging client base, NDL PC has been exposed to a vast spectrum of financial and tax challenges. This exposure has enriched us with invaluable experience across numerous specialized fields, some of which are outlined below. Our capacity to offer such an extensive array of services not only showcases our versatility and proficiency but also underscores our unwavering commitment to delivering exceptional client service.
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Mergers & Acquisitions: Guiding through the complexities of mergers and acquisitions, ensuring a smooth transition and integration process.
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Corporate Recovery: Providing strategies for recovery and turnaround to ensure business continuity and growth.
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Asset Protection: Offering solutions to safeguard personal and business assets against potential liabilities.
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Debt Management: Assisting with strategies to manage and reduce debt, improving financial health.
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Business Start-up or Expansion: Supporting new ventures and existing businesses in their growth or expansion plans, offering strategic advice and planning.
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Bankruptcies: Offering guidance through the bankruptcy process, helping to mitigate its impact and plan for the future.
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Litigation Support: Providing expert support and advice during legal proceedings to ensure the best possible financial outcome.
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Cash Flow Forecasting: Analyzing and forecasting cash flows to improve liquidity management and decision-making.
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Employee Benefit Plans: Designing and implementing benefit plans that attract and retain top talent while managing costs.
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Expert Witness Services: Delivering authoritative expert witness services to support legal cases with financial implications.
At NDL PC, our broad expertise allows us to navigate complex issues with precision and care, reflecting our dedication to excellence in all areas of client service.