The following is a list of all the comprehensive services we offer at Metrix Group LLP. For more information on any specific service, please navigate to the corresponding detailed service page, or contact us directly.

AUDIT & assurance Engagements

  • Financial statement audits

  • Internal control reviews

  • Assistance with complex accounting and financial reporting matters

  • Corporate governance reviews

  • Risk management assistance

  • Forensic auditing

Estates & Trusts

  • Preparation of the Terminal and Rights or Things Tax Returns

  • Advice on transferring assets

  • Preparation of Trust Tax Returns

  • Advice on family trusts

  • Assistance in gathering information for the preparation of the probate application

  • Correspondence with other professional, including lawyers, appraisers, investment brokers and financial institutions

  • Applying for Clearance Certificate

Accounting & bOOKKEEPING

  • General ledger & financial statement preparation

  • Bookkeeping: monthly quarterly, annually

  • Accounting system set-up for new businesses

  • Compilation of financial statements

  • Assurance services

  • Reviews of financial statements

  • Review of quarterly financial statements

  • Cash flow

  • Budgets: financial project and forecasts, corporate and individual

TaX PLANNING

  • Tax planning for individuals and corporations

  • Corporate reorganizations

  • Return preparation for:

    • individuals

    • Private corporations

    • Estates and trusts

    • Not-for-profit organizations and registered charities

  • Provincial and federal commodity tax planning and compliance

  • Tax considerations and matrimonial settlements

  • Tax effects of buying and selling a business

  • Tax-effective retirement and estate planning

PRactitioner Succession Planning

  • Affiliation with like-minded firms

  • Mergers with other firms to facilitate retirement of the practitioners

  • Absorbing a fee base in order to facilitate workload reduction

consultinG & Business Advisory

  • Accounting software selection and implementation

  • Business valuations

  • Buying/selling a business

  • Business process improvement

  • Change management

  • Financial, retirement and estate planning

  • Organizational planning and development

  • People, process and project leadership

  • Performance measurement and reporting