Professional Services

Canterbury Wealth Management competent, prompt, professional service in financial reporting / compilation services, tax services and business advisory services, as follows:

• Included in financial reporting/compilation services are the maintenance of client accounting information systems, compilation of client financial statements, and special reports. We assist with development of information systems, and review / prepare reports required for regulatory agencies and for meeting contractual credit agreements.
• We provide tax planning and compliance services for both individuals and businesses. We do this while working closely with the clients and making them aware of their tax responsibilities and opportunities.
• Management consulting services are centred on the establishment of accounting and cost information systems, and the design and implementation of computerised systems. Also included are the establishment of management reporting systems and special studies relating to inventory control and other internal controls.

Our clientele is diverse and spans many industries. We provide a structure for interpersonal relationships that creates an atmosphere conductive to promoting planning, to servicing client needs and to responding effectively to opportunities and problems.