Accounting

Your success is our business

For over 65 years, Ward & Uptigrove has uniquely approached our clients’ corporate and personal financial needs. We’ve listened, identified gaps and developed services to support small business owners.

Individual Consideration

Proactive Approach

Responsive Advice

High-Touch Services

Optimized, Informed Solutions

Results for Success

Individual consideration

Responsive advice

Optimized, informed solutions

Proactive approach

High-touch services

Results for success

Trust us to provide more than compliance work

We work with you to deliver responsive, proactive tax, accounting, and advisory services in an environment of trust, integrity and open communication.

We appreciate that Ward & Uptigrove not only completes the work required, but suggests and makes recommendations on where they see current and potential shortfalls. We can continue to work to our strengths by allowing them to work to theirs on our behalf.

- Tyler Van Dyke, President,

T&T Power Group Inc.

Accounting & Assurance Services

Audit Engagement
Review Engagement
Compilation Engagement

Tax & Estate Planning

Tax Compliance Services
Preparation of corporate and personal tax returns
Assistance with Canada Revenue Agency reviews and audits
Tax Planning Services
Personal compensation planning
Business ownership structures
Structure of business sale/purchase transactions
Estate Planning
Review current wills and offer tax savings strategies

Business Advisory Services

Organization Structure
Succession Planning
Valuations
Budgeting and Planning
Financing and Cash Flow Management

Agri-Business Grant Applications

AgriInvest & AgriStability
Preparation and submission of annual reporting forms to AgriCorp
Review of program benefits
Poultry and Egg On-Farm Investment Program
Registration with the program
Completion and filing of applications

Bookkeeping & Accounting Software Support

Software Consulting Services: implementation, training, and support
QuickBooks Desktop, QuickBooks Online, Sage 50, Sage Business Vision and Spire
Bookkeeping Services
Work with software, bank reconciliations, government filings, business registrations,
Payroll services, tax slip preparations, ROE preparation