Accounting and Financial Statement Preparation

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Clear and Accurate Financials for Better Business Decisions

At PMPC, we understand that accurate, timely financial statements are crucial for making strategic decisions—whether it’s for tax filings, securing financing, ensuring loan compliance, or assessing profitability. Beyond addressing immediate needs, high-quality financial data offers valuable insights and key performance indicators (KPIs) that fuel long-term growth. Our financial statement preparation services provide the compliance, reliability, and structured reporting systems you need to stay on top of critical metrics, optimize operations, and position your business for future success, including a smoother exit strategy.

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Our Approach

  • Customized Financial Solutions: We tailor the preparation process to your business needs, ensuring the information is relevant and useful.
  • Timely Delivery: We prioritize delivering accurate financial statements on time, allowing you to make crucial decisions without delays.
  • Hands-On Service: Our senior advisors personally handle every aspect of your financial statement preparation, ensuring accuracy and attention to detail.
  • Simplicity and Transparency: We make complex financial data easy to understand, providing clear insights that guide your decision-making.

Our Pricing:

  • For Holding Companies: Starting at $1,500 + HST 

  • For Operating Companies: Starting at $2,500 + HST

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Why Choose Us?

With years of experience auditing and providing financial statement preparation for businesses across various industries and sizes (including companies with up to $1B in revenue), we ensure your financial data is accurate, compliant, and actionable. We’ve successfully supported businesses in Oakville, Burlington, and across the GTA with professional accounting services that drive growth and success. As your trusted CPA in Oakville, we give you the insights needed to stay ahead of the competition and make timely, strategic decisions. Let us help with your accounting and financial statement preparation—connect with us today.

Frequently Asked Questions

What is included in the financial statement preparation service?

We prepare accurate, timely financial statements that are tailored to your business. The service covers what is needed for tax filings, securing financing, meeting loan compliance requirements, and assessing the profitability of your business. As part of year-end, we also take care of the related compliance work that goes with it, such as T4s, T5s, HST returns, and payroll filings, so you have a single team handling it end to end. A senior advisor stays personally involved on every engagement to make sure the work is accurate and the details are right.

How much does financial statement preparation cost?

Pricing starts at $1,500 + HST for holding companies and $2,500 + HST for operating companies. Costs vary depending on the complexity and scope of your business, and we are happy to discuss a package that fits your specific situation.

Why do I need professionally prepared financial statements?

Accurate financial statements are essential for making informed strategic decisions. They are often required by banks and lenders when applying for financing, preparing for tax filings, and by potential buyers or investors when evaluating your business. Beyond compliance, well-prepared financials provide key performance indicators (KPIs) that help you understand the financial health of your business and plan for long-term growth.

What types of businesses do you serve with this service?

We work with both holding companies and operating companies across a range of industries and sizes, with revenues typically between $500K and $50M. Our clients are based all across Canada, and our firm proudly supports the Greater Toronto Area and the Halton region, including Oakville, Burlington, and Milton.

Will I work directly with a senior advisor or be passed to junior staff?

You will always be supported by senior members of our team. To keep our pricing competitive, other team members may be involved in the day-to-day work, but a senior advisor stays close to your file and is always available when you have questions. We are proud of the experience our clients describe in their reviews, and we work hard to live up to it on every engagement.

How do you make financial statements useful beyond just compliance?

Beyond meeting regulatory requirements, we focus on turning your financial data into actionable insights. The team simplifies complex financial information into clear reporting that highlights key metrics, supports better decision-making, and helps position your business for future success, including a smoother exit when the time comes.

How quickly can my financial statements be ready?

Turnaround depends on the complexity of your business and the state of your records, but most engagements are completed within two to four weeks of receiving complete information. We agree on a clear timeline upfront and keep you updated throughout, so you are never wondering where things stand.

Do you handle bookkeeping, or only the year-end financial statements?

Our focus is on year-end financial statements, corporate tax filings, and the strategic reporting that supports your decisions. We work alongside your bookkeeper and are happy to recommend trusted bookkeeping partners if you need one. That keeps fees reasonable.