Retail chains running a point of sale, and pharmaceutical manufacture and distribution — each dealt with in its own vocabulary.
Who we work with
Retail and pharmaceutical operations are regulated differently, taxed differently and run on different controls. Each is dealt with on its own terms rather than through a general services list.
Accounting, ERP advisory, tax and the recurring compliance work sit in one practice, so a question that starts in how a system is configured and ends in a tax return does not have to change hands halfway through.
Chains running an ERP and a point of sale, where stock, margin and every invoice are now reported in real time.
Who this is for
What it usually covers
Manufacture and distribution sold through a trade that settles half its margin outside the invoice — in bonus stock, credit terms, discounts and credit notes.
Who this is for
What it usually covers
Work outside these two sectors is taken on where the practice can genuinely help — see the full list of services.
What we are usually called about
None of these is unusual, and none of them is a failing. They are what happens when a growing business runs on a system that was configured for the business it used to be.
Across both sectors
The same three pillars as everywhere else on this site, narrowed to the work these two sectors actually need. One practice handles all of it, so nobody is coordinating between a systems consultant, a tax adviser and a bookkeeper.
Systems & Assurance
Selection, implementation and migration
Systems & Assurance
Risk-based programmes and board-level reporting
Tax
Federal — FBR
Tax
Provincial — all four provinces
Compliance & Outsourcing
Bookkeeping, payroll, returns and month-end close
The practice does not resell ERP or accounting software licences and takes no vendor commission, referral fee or paid placement. Implementation and migration work is paid for by the client, for the work done — so a recommendation against a system costs us nothing to make.
