Services
Other Services
Business Plan Development
Crafting a comprehensive business plan is essential for securing funding and guiding your company's growth. At Confida Financial Solutions, we collaborate with Ottawa entrepreneurs to develop tailored business plans that reflect your vision and objectives. Our team ensures your plan is detailed and compelling, increasing your chances of success in the competitive Ottawa market.
Company Valuation and Share Value Assessment
Understanding your company's worth is crucial for informed decision-making. Confida offers precise valuation services for various scenarios:
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Mergers and Acquisitions: We provide accurate valuations to facilitate smooth transitions during mergers or acquisitions.
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Partnership Withdrawals and New Partner Acquisitions: Our assessments help determine fair share values, ensuring equitable outcomes.
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Liquidation: We assist in valuing assets for an orderly and fair liquidation process.
Our expertise supports Ottawa businesses in making strategic decisions with confidence.
Financial Statement Preparation and Analysis
Accurate financial statements are vital for transparency and strategic planning. Confida prepares and analyzes your financial statements, providing insights into your company's performance. We help Ottawa businesses identify trends and areas for improvement, enabling you to make informed decisions for future growth.
Business Consultancy
Navigating the complexities of the Ottawa business environment can be challenging. Confida offers personalized consultancy services, addressing common issues such as market competition and regulatory compliance. Our experienced consultants provide practical solutions, helping your business thrive in Ottawa's dynamic market.
Financing Support and Lender Communication
Securing financing is often a hurdle for businesses. Confida assists Ottawa companies in obtaining and maintaining financing by preparing necessary documentation and facilitating clear communication with lenders. Our support ensures you have the resources needed for growth and stability.
Investment Analysis and Financial Projections
Entering a new market or launching a product requires thorough analysis. Confida provides detailed investment analyses and financial projections, helping Ottawa businesses assess potential opportunities and risks. Our insights enable you to make strategic decisions aligned with your goals.
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Personal Tax Return Preparation
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Self-Employed Tax Return Services (Uber, Lyft, Delivery)
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Tax Adjustments and Reviews
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Child Benefit, GST, and Trillium Applications
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Medical, Tuition, and Donation Claims
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Company formation procedures (federal or provincial)
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Bank account opening
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GST/HST registration
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GST/HST returns preparation and filing
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T4 and T5 remittances
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Accounting and bookkeeping
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Payroll services: deductions, contributions, remittances
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CRA inquiry and tax audit support (included if we manage your accounting or tax returns)
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Business Plan Development
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Company Valuation and Share Value Assessment
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Mergers
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Acquisitions
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Partnership Withdrawals
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New Partner Acquisitions
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Liquidation
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Financial Statement Preparation and Analysis
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Business Consultancy
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Financing Support and Lender Communication
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Investment Analysis and Financial Projections
At Confida Financial Solutions, we’re here to help you with your financial needs, big or small. Let’s discuss how we can support you with personalized, reliable solutions.