Business & Financial Services

DFK member firms offer a full range of business and financial services; an indication of which is provided below. Full details of all services available are available from our member firms.


  • Monthly financial analysis
  • Accounting software consulting and implementation
  • Budgets – corporate and personal
  • Cash flow projections
  • Asset management
  • Profitability analysis
  • Investment analysis
  • Forensic auditing


  • Banking proposals and sourcing of funds
  • Negotiation of partnership and shareholder agreements
  • Negotiation of business contracts and agreements
  • Profitability and cash management
  • Business operating systems analysis
  • Management succession planning
  • Human resources management solutions 


  • Estate, financial and retirement planning
  • Cash flow management and net worth statements
  • Education funding
  • Insurance requirements analysis
  • Strategic asset allocation and management


  • Preparation of financial statements
  • Audit or review of financial statements
  • Projected financial information for lenders
  • Special reports (contract compliance, security analysis)
  • Internal control and corporate governance
  • Purchase audits 

Technical Expertise & Value Added Services

Members of DFK Canada are able to offer their clients a wealth of services that reach beyond accounting, audit and tax. Our member firms provide technical expertise as well as timely value added service.

Tax Planning & Compliance

  • Taxation Planning & Consulting 
  • Corporate tax
  • Personal tax
  • Owner/manager remuneration
  • Tax for partnership
  • GST and PST
  • Corporate reorganization
  • Wills and estate tax
  • Cross-border tax
  • Immigration and emigration
  • Commodity tax
  • US tax
  • Family trusts
  • Revenue Canada audit and negotiations

Auditing & Accounting

  • Auditing & Accounting
  • Public and private companies
  • Non-profit organizations
  • Government reporting requirements
  • Accounting software consulting & implementation
  • Controlership and CFO functions
  • Bookkeeping
  • Payroll administration

Management Consulting

  • Management Consulting
  • Assistance with mergers, acquisitions & disposal of businesses
  • Business plans
  • Cash flow projections
  • Bank financing applications
  • Profitability analysis
  • Corporation & personal budgets
  • Shareholder agreements
  • Investment analysis
  • Asset management
  • Executive recruitment
  • Information technology consulting

Litigation Support

  • Litigation Support
  • Business valuations
  • Fraud investigation (forensic accounting)
  • Loss of income
  • Quantification of damages suffered by an injured party
  • Personal injury suits
  • Wrongful dismissal suits
  • Shareholder disputes
  • Marital disputes
  • Arbitration / mediation
  • Intellectual property disputes
  • Expert witness testimony

Bankruptcy and Insolvency Services