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| Our Practice Profile |
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Services designed to meet your needs
We have designed and developed our practice to meet the core financial needs of community-based organizations and small businesses.
Some of the services we offer are not traditional to public accounting firms, but are of great value to our clients. These services include staff training, interview/testing/recommending for hiring of accounting staff and negotiations of all types. Some services more traditionally associated with accounting firms, such as audit services are not services we have chosen to provide. Learn more about our specialized services in the areas below:
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Our Services:
Financial Services
Management Consulting Services
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We offer financial statement preparation services for both year-end review and compilation engagements. We do not offer audit services as we have elected instead to focus our expertise on issues affecting management accounting. For our clients who have mandatory audit requirements, we work closely with the auditor to provide most of the typical field work requirements that are part of an audit engagement. |
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We offer assistance to help you establish, maintain or upgrade your computerized accounting system. Our hands-on experience with a wide variety of systems will help ensure you choose the right solution for your needs.
No matter which provider you choose, we will work with you to ensure your success from systems selection, installation and implementation. Our staff has a detailed and well-developed understanding of each of the following systems:
- Sage ACCPAC ERP ® and SageCRM® [more information]
- Simply Accounting
- MYOB
We provide on-site, telephone-based or remote assistance for all Sage ACCPAC ERP, Sage CRM and Simply Accounting post-implementation questions you might have.
“Sage ACCPAC®, the Sage ACCPAC logo, Sage ACCPAC ERP ® and Sage CRM ® are registered trademarks or trademarks of Sage Software, Inc. or its affiliates in the United States and/or other countries. All other marks are trademarks or registered trademarks of their respective companies.” |
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In the area of strategic management we offer a host of services directly related to managing your organization
successfully. Among our areas of expertise are:
- Reorganisation/Restructuring
- Controllership services
- Project feasibility studies
- Problem identification and analysis
- Planning and strategy development
- Financial and management staff recruitment
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Management accountants are specifically trained to be able to evaluate any business process to determine how
effectively the process is functioning. We are also trained to be able to document all processes to take them from
the realm of informal “folk” wisdom to creating formal standard business practice. The process of evaluation and documentation
inevitably leads to modification where inefficiencies such as duplication, or use of manual processes when automated
processes are available are identified and changes are recommended.
Doing a process evaluation in your organization can eventually lead to a change in corporate culture,
from one of doing tasks because “that’s the way we’ve always done it” to one of continuous improvement. |
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In a difficult negotiation, where the complexities can be overwhelming, our expertise at problem identification and solution makes us your ideal partners. We work with you to identify all of the key issues and help you to define the
implications of each one. We help you to go into your negotiation confident that you understand all sides of every
issue. With our help you can know where you have room to move and where you must hold the line.
We assist in all types of contract negotiation, with unions, landlords, in business acquisitions or sales,
suppliers, customers, governments and anywhere else that involves an exchange of rights for value. |
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We offer personal and corporate income tax services using the latest computer-based tax preparation software.
This
ensures that every possible tax advantage is considered.
Personal tax returns are filed electronically to recover overpaid taxes as quickly as possible. Corporate returns
can be prepared as part of the financial statement preparation process or as a stand-alone service.
We also prepare charitable organization tax returns, charitable or non-profit GST rebate claims and a variety of
other government reports. |
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Service bureau clients for our bookkeeping service can choose from a complete range of services to meet their specific needs.
| General Ledger Maintenance |
- periodic financial statements, for those clients that wish only the minimum requirements to meet GST and PST obligations.
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| Detailed G/L Management |
- fully customized financial statement preparation, for clients with more elaborate needs.
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| Receivables and Payables Management |
- complete with customer or client invoicing and automated supplier payments.
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| Payroll Services |
- includes direct deposit, T4’s, Record of Employment, WCB and full compliance with Employment Standards.
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| Hosted Accounting Systems |
- all accounting functions, including invoicing, inventory management, project management and all financial accounting areas can be hosted at our site and accessible via the internet. This arrangement puts a full time accountant and systems manager on your staff without the full time costs.
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Our bookkeeping services can be conducted at our site, at your place of business, or some combination of the two. Rates are based on the amount of time required to manage the job. |
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| Non-Profit/Co-op Financial Administration |
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We offer a full range of specially designed accounting and reporting services to meet the unique needs of non-profit and co-operative organizations.
- Subsidy management
- Maintenance
- Property tax grants
- Replacement reserves
- Receivables management
Additional advisory services: if required, we will also provide staff to meet with your board or committees to ensure effective compliance.
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All work carried out by Dragomir Liu & Co. is guaranteed to be correct and complete based on the information provided by the client. Should an error or omission on our part become apparent for any reason, we will correct the error immediately and at our expense.
We will not compromise quality for any reason. |
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