INDIVIDUALIZED
ACCOUNTING CARE
Whether you need assistance with mergers and acquisitions, financial management, tax filings, advisory care, or something else, you can count on us for professional service. We have a wealth of information and are looking forward to working with you.
OUR SERVICES
ACCOUNTING
Help with the review of your financial information, understanding your cash flow, forecasting, budgeting, planning and a better understanding of how to get you to where you want to be. Our goal is to be part of your success story, whatever that may be.
BOOKKEEPING
SOC READINESS
Our goal is to ensure you don't need our help going forward through education and a helping hand where required. That starts with helping you understand what is mandatory in a SOC audit and what is optional and then how to align the requirements with your business. We can help you select your external auditor, align the criteria and controls with your existing business processes and finally ensure that you don't end up doing more than you have to - subsequently paying more than you have to in order to allow your end-users / customers to have comfort over your processes and controls.
Help with your day-to-day bookkeeping needs, matching transactions, reconciling accounts, classifying data for you, monitoring your accounts receivable and management of your accounts payable.
RISK MANAGEMENT SERVICES
TAXES
Working to legally save you as much as possible and subsequently reduce your tax burden, through strategic tax planning.
CUSTOM TAILORED PACKAGES
AUDIT SUPPORT SERVICES
External Audit Support: External auditors are independent of management and focus on external stakeholder requirements – such as financial accounts or risks associated with finance. The audit may include other areas that support the finance function, such as information systems, HR / Payroll. Audits are performed annually.
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Internal Audit Support: Internal auditors are a function of management but are not involved with the activities they audit/review. Internal auditors may be either employees or outsourced. The functions primary responsibility is the review and assessment of managements control framework and governance processes. Audits are typically ongoing.
Government Audit Support: Government audits include the same functions as a private enterprise. These include financial, compliance, internal and operational audits. The functions are the primary responsibility of two groups within the government, the Auditor General’s Office (AGO) and the Internal Audit Department. Audits are typically ongoing.
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IT Audits/Reviews: Information Technology Audits (also known as Information Systems Audits) is the examination of management controls within an information technology infrastructure. Evidence is evaluated against key principles – including the safeguarding of assets, maintaining data integrity, operating effectively to achieve organizational goals and objectives. An IT audit is normally completed in conjunction with an external audit, internal audit or another attestation program. Audits/Reviews are typically performed annually.
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Operational Audits/Reviews: Operational audits can comprise of specific project audits/reviews and operations (audit to objectives, efficiency and effectiveness). Audits/Reviews are typically performed on an ongoing basis.
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Compliance Audits/Reviews: Compliance audits include audits for Sarbanes-Oxley (SOX), the National Instrument 52-109 (commonly referred to as CSOX), Privacy Legislation, EPAP Legislation, PCI DSS compliance, HIPAA compliance, CASL (commonly referred to as spam legislation). Audits/Reviews are typically performed on a quarterly basis.
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INDIVIDUALIZED
ACCOUNTING CARE
Whether you need assistance with mergers and acquisitions, financial management, tax filings, advisory care, or something else, you can count on us for professional service. We have a wealth of information and are looking forward to working with you.
OUR SERVICES
ACCOUNTING
Help with the review of your financial information, understanding your cash flow, forecasting, budgeting, planning and a better understanding of how to get you to where you want to be. Our goal is to be part of your success story, whatever that may be.
BOOKKEEPING
Help with your day-to-day bookkeeping needs, matching transactions, reconciling accounts, classifying data for you, monitoring your accounts receivable and management of your accounts payable.
TAXES
Working to legally save you as much as possible and subsequently reduce your tax burden, through strategic tax planning.
SOC READINESS
Our goal is to ensure you don't need our help going forward through education and a helping hand where required. That starts with helping you understand what is mandatory in a SOC (Service Organization Controls Report) audit and what is optional and then how to align the requirements with your business. We can help you select your external auditor, align the criteria and controls with your existing business processes and finally ensure that you don't end up doing more than you have to - subsequently paying more than you have to in order to allow your end-users / customers to have comfort over your processes and controls.
RISK MANAGEMENT SERVICES
Assessing risk can mean many things. Based on the reason for the risk assessment (operational, financial, compliance), we can help you identify and evaluate your risks and how you can manage those risks effectively based on your organization's appetite for risk.
COURT ASSISTANCE
Assessing and assisting with your divorce proceeding
AUDIT SUPPORT SERVICES
As we are NOT a CPA firm, we do not offer external audits - however, we do offer a variety of specialty audits.
ON-CALL SERVICES
Our on call services are that little bit of extra advice when you need it.
CLEAN UP SERVICES
Doesn't matter why things are a mess, the fact is - they are a mess and you want help to get them back to being ship-shape
SMITH MANEUVRE
ADDITIONAL SERVICES
Need help with other stuff? Payroll, an incorporation, annual filing or even sales taxes. This is where you can find out more about how we can help
We are affiliated with a great group of professionals who are there to help you grow wealth in a tax effective manner. Our part? To help you plan out the tax effective portion of the growth - our affiliates help you achieve the rest. Give us a call today to see if this plan is right for you.
GUIDING BUSINESS OWNERS TO
PROFITABILITY & GROWTH
WHY CHOOSE OEO?
PACKAGES TAILORED
TO YOU
consultants across
canada & usa
DIY SERVICE AVAILABLE
proven
track
record
20+ years OF
ACCOUNTING & audit experience
COST-EFFECTIVE SOLUTIONS
CONTACT US
For any inquiries, please call or email us:
P: +1 587-997-6636 | F: +1 866-909-8663
Alternatively
you can fill in the following contact form: