Our Services – Sternat + Associates

ACCOUNTING SERVICES

We are committed to providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that you will have the tools to make sound business decisions on a daily basis. Our firm provides a full range of cost-effective accounting services including the following:

Financial statement preparation
Bookkeeping (Monthly/Quarterly/Annual)
Accounting system setup for new business
Access to wholesale pricing on bookkeeping software
Personal and Business tax preparation

ASSURANCE SERVICES - AUDIT AND REVIEW

We provide independent financial statement assurance services to help you understand and meet regulatory requirements for your not-for-profit or private corporation. We view our role as an opportunity to provide recommendations to maximize your organization’s resources and efficiency. Assistance with presentation of your statements to the Board of Directors or Annual general meeting. We provide two levels of assurance:

Audit engagement – reasonable assurance based on auditing standards whether the financial statements as a whole are free from material misstatement and are prepared in accordance with the proper financial reporting framework.
Review engagement – limited assurance, based on analytical procedures and inquiries conducted.

COMPILATION SERVICES - FINANCIAL STATEMENTS

(RE: NOTICE TO READER SERVICES)

Based on information provided by you, we will prepare financial statements with no assurance which are to be used primarily for your internal use.

BOOKKEEPING SERVICES

Our software certified staff can assist with your day to day bookkeeping requirements. We can arrange this on a monthly, quarterly or annual basis, Meaningful, well-organized records ensures your business operations will run more efficiently. We include preparation of GST/PST and Source deduction remittances and access to our wholesale billing prices for software.

TAX SERVICES

We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax planning and return preparation for:

Individuals
Corporations
Partnerships
Estates and trusts
Not-for-Profit organizations

CONSULTING SERVICES

We gauge our success by the personal and business successes of our clients. We provide comprehensive, flexible strategies that address the issues affecting your personal and business finances. The following is just a few of the areas in which we provide consulting services:

Business start-up
Accounting software selection, implementation and training
Type of entity selection
Financial and retirement decisions

Don't see a specific service you are interested in?

Please contact our office to discuss the wide array of services we have not listed.
Our team has a diverse knowledge base of financial and tax issues.

Our Clients Are Talking ...

Better service starts here.

Here is what our client’s are saying.

I got to know Rosanna as an innovative thinker and leader. We shared our ideas on our business core values and found we have a mutual passion for providing our customers with a level of service, care and understanding that deserves referrals. I was impressed by the firm's commitment to the use, implementation and willingness to research new technology to provide their clients the means for efficiency within their businesses. I was particularly impressed by the professionalism, integrity and level of genuine customer care she has cultivated in her team.

Mathieu Manaigre, Avenir IT Inc.

Several of my clients use Rosanna as their accountant and speak very highly of her and the staff at Sternat & Associates. Rosanna and her staff prides themselves with the level of customer support they provide to their clients along with their quality of work. They do strive to treat each client as a person and not just a number. They do make sure they understand their clients so they can provide the right financial advice to each client. They embrace a set of values that include excellence in standard, accessibility and integrity. They believe in sharing their knowledge and skills with other firms to better their profession.

Jim Pelletier, RBC Royal Bank, Selkirk

Sternat & Associates CPA as a firm goes above and beyond for their clients. They are knowledgeable both in software and advising in tax. Someone is always available to talk to and phone calls/questions are responded to quickly. I would highly recommend Rosanna and the firm.

Above and Beyond!

My family had attempted to close off a small business with the process extending over five years, resulting in costs of several thousand dollars plus late penalties. I asked Sternat and Associates to help clean up the mess and bring this matter to conclusion. I was given the necessary guidance and options to make informed decisions and the matter was resolved in months.

Ken Knaggs PhD D. Div.