Assurance & Accounting
The details of your business matter. As a CPA-led service, Accounting and Assurance allows you to attain clear, impactful financial data, offering fiscal awareness to gain a deeper understanding of your business operations and how to take them to the next level.
At Bateman MacKay, our team of CPAs provide accurate, timely, and detailed financial reporting. We combine our highly trained staff, years of experience, and cutting-edge technology to provide insights into your company. We value developing our client relationships and understanding your business to contribute to your success.
Assurance Services
We offer various levels of assurance, including review and corporate audits, providing your lender with confidence in your current and projected fiscal status through in-depth, clear information on your corporate activities.
This confidence allows you to focus on your business and take advantage of the next opportunity for growth. Assurance also plays a pivotal role in business areas beyond reassuring your lender of financial validity.
Audit Engagements
The highest level of assurance available for your financial statements is an audit. Audited financial statements are used to report to shareholders, bankers, creditors, and the government. To prepare and support your firm to be audit-ready, we will take a customized approach and tailor the engagement to meet your requirements. Bateman MacKay provides a thorough, independent, and professional opinion on the fairness of the financial statements. At the same time, we can assist in evaluating your company’s system of internal control by conducting an inspection of documents, observing assets, making enquiries within and outside the company, and engaging in other auditing procedures, as required. Throughout the audit process, we help identify opportunities for added efficiencies to the accounting systems while considering optimal results for your entire business.
Build confidence and book a virtual appointment with a Bateman MacKay Audit and Assurance Business Advisor today!
Review Engagements
A narrower form of assurance, review engagements are a standard financial procedure essential for your business.
A review engagement consists of an inquiry process followed by a discussion to establish evidence-based facts related to sources in the statements. This process is accomplished by investigating portions of your financials through analytical procedures and assessments.
A review engagement is often required when obtaining or renewing bank financing and is a useful tool in the business consultation process.
How We Can Serve YOU!
Mature & Stable Business
Well-established companies with a consistent market presence and reliable revenue streams.
- $10million + in revenue
- Multiple entity structure
Mature & Stable Businesses
Growing Business
Growing while focusing on increasing market share, scaling operations, and possibly exploring new markets
- $2-10 million
- a need for increased infrastructure, workforce expansion
- managing new product lines or services
Growing Businesses
Small Business
Smaller enterprises, often with a localized market focus and a lean operational model.
- Less than $2 million
- a simple organizational structure, with fewer employees and limited requirements.
Startups & Small Businesses
Regulated Professional
Medical professionals, lawyers and others operating in professions governed by regulatory standards and ethical codes.
Accounting for Regulated Professionals
Accounting Services
Compilation Engagement (Notice To Reader)
A compilation engagement, also known as a notice to reader, is the most basic of corporate accounting services. The objective is to compile unaudited financial information into financial statements or reports based on the information clients supply to us. Compilation engagements are applicable when financial statements are needed for the exclusive use of the company or for income tax purposes.
Special Reports
In addition to the traditional assurance services on financial statements, we offer several tailored solutions to meet your assurance needs. Other assurance engagements include:
- Reports on the results of applying specified auditing procedures on information other than financial statements
- Forecasts and projections
- Internal audit and reviews of internal control over financial reporting
- Budget development and analysis
100s
Audits Completed
3
Licensed Public Accountants
47+
Industry Experts
Award Winning CPA Firm
We deliver more than accounting, tax, and advisory services. Our dedicated CPAs provide personalized support through every business stage, from start-up to succession, ensuring optimal outcomes and lasting success. Guided by our “Numbers Plus” philosophy, we see tax and accounting as the foundation for proactive business advisory, while fostering a supportive workplace culture that values growth, balance, and well-being for our team.
Our Services
Bateman MacKay LLP is a full-service accounting firm offering corporate tax planning and compliance, accounting and assurance, and business advisory services, with clients from small businesses to growing and mature enterprises.
With offices in the west Greater Toronto Area, we serve companies across Canada.
Assurance and Accounting
The details of your business matter. As a CPA-led service, Accounting and Assurance allows you to attain clear, impactful financial data, offering fiscal awareness to gain a deeper understanding of your business operations and how to take them to the next level.
Accounting Solutions
Tax Services
Our Tax Consultants create and execute customized tax solutions and corporate tax planning tailored to each client’s unique needs. Let Bateman MacKay provide strategic tax planning, guidance, and mentorship to help you grow, protect, and preserve your business.
Tax Planning & Consulting
Mergers and Acquisitions
Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy.
M&A Advisory Services
Business Advisory and Consulting Services
Our experienced business advisors identify strengths and weaknesses, address opportunities, and work with you to build a foundation that supports today’s business goals and establishes a target for the future.
Business Advisory Services
Latest News
Stay Up-to-Date
Stay informed with our in-depth articles, market updates, and practical tips to help you navigate the financial landscape and achieve your business goals.
Firm News
Bateman MacKay LLP Recognized as a 2024 Best Workplace in Financial Services!
Written by Bateman MacKay
Corporate Tax
Update on the 2024 Capital Gains Inclusion Rate: Draft Legislation Released
Written by Richard Rizzo
Frequently Asked Questions
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What is the benefit of an audit engagement for my business ?
An audit provides the highest level of assurance on your financial statements, reassuring stakeholders of your business’s financial accuracy and integrity.
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When would my business need a review engagement?
A review engagement offers moderate assurance and is often required for obtaining or renewing bank financing, focusing on verifying financial consistency.
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What is a compilation engagement (Notice to Reader), and who needs it?
A compilation, or Notice to Reader, organizes unaudited financial data into a standard format, ideal for internal use or tax purposes.
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How can Bateman MacKay’s special reports support my business?
Special reports address specific needs, such as forecasts, projections, and internal audits, providing targeted insights beyond standard financial statements.
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Why choose Bateman MacKay LLP for assurance and accounting?
With extensive experience, skilled CPAs, and advanced tools, Bateman MacKay offers reliable assurance and accounting to drive financial clarity and growth.