OUR FIRM AND PHILOSOPHY
Your East Gwillimbury, City of Kawartha Lakes and Newmarket accountants for over 25 years. Our practice opened in East Gwillimbury in 1990.
From the very beginning our focus has been excellence in client service. As a result, we are fortunate to have many long-term clients and to have had these clients provide to us countless referrals. This has been a major contributor to our success.
We believe excellence in client service entails: providing value for dollar service, spending the time to ensure business owners understand the financial aspects of their operations, assisting these business owners to maximize their business objectives, keeping things simple unless there is a clear business and tax reason for doing otherwise, responding on a timely basis to questions, completing work in reasonable time frames, tailoring our services to individual needs and acting honestly and with integrity at all times.
With respect to new clients, we spend the necessary time to ensure we develop a good understanding of the business owner and the business operation. This allows us to provide quality, long-term service that fits the individualized client situation.
With respect to several of our long-term clients, we have been honoured to be involved with them as business owners from start-up to retirement.
David R. Bates
B Com, CPA, CA, MBA
David has a mix of clients to which he provides accounting, auditing, tax and business advisory services. He also regularly provides QuickBooks support. The QuickBooks support involves any and all of the following: set-up of a new company, training and on-going problem solving.
Scott D. Bates
BBA, CPA, CA
Scott career has been focused on working with owner managed businesses and not-for-profit organizations. He brings strong corporate and personal tax, audit and business advisory skills to help clients achieve their business objectives.
Cynthia M. Bates
BBA, CPA, CA, CBV
Cindy has a strong technical background in taxation and business valuation and her clients greatly benefit from her knowledge and experience. She has a mix of clients, which also include many agricultural clients.