Seamless Connection With Your Business
That's Our Signature
Business Accounting Services
We are innovators in the accounting space, seamlessly connecting our skilled professionals and your business, with a touch of personality. We are known for talking about more than just business in our meetings! By getting to know how your business impacts you, your family and your community, we can help you to achieve success on your terms.
Small, large, local, international or somewhere in between? The depth of our team’s knowledge and experience and our access to firm-wide resources allows us to help a diversified client base of individuals, professionals and businesses from all industries, ranging in size, and each within a unique stage of their journey, to reach their next milestones.
It goes without saying that integrity, hard work and quality without compromise are at the core of what we do, but to us, it’s about so much more than that.
You can expect more than just a report from us!
- We’ve stacked our deck with highly qualified industry leaders from all accounting disciplines.
- We work with a range of technologies – to save you time, increase efficiencies and help you to do better business.
- We look beyond the numbers – giving you tangible and manageable plans to streamline processes, increase revenue, manage risk, plan for growth and improve your business.
- We meticulously plan and use dedicated staff – ensuring an efficient and stress-free experience, allowing you to focus on what you do best!
- One shoe does not fit all – so we’ll offer an appropriate level of assurance based on your needs, future plans, and industry factors.
- We’ll listen – our clients call us to solve problems, give a second opinion and for reassurance when they need it most.
- We’re connected – to the DFK network, giving us direct and immediate access to professional resources from over 465 worldwide offices in 90 countries, ensuring your international interests are maximized.
- We’ll provide accounting with personality – it’s our trademark, but it’s also who we are. Relationships matter!
Accounting & Financial Reporting
We provide solutions based on the most appropriate level of assurance for your business and can also assist with minimizing tax exposure, HST, Payroll deductions, WSIB and EHT.
Compilation – Minimal level of engagement
Financial statements are created based on your in-house financial data and provides no assurance to the accuracy of the statements. Commonly used for owner-managers involved in the business, but do not have external stakeholders or material financing arrangements.
Review – Limited level of engagement
Includes discussion with management and analysis of financial information to conclude that there is no reason to believe that the financial statements are not fairly stated. Highlights unusual items or trends, inquires on findings, and includes disclosures and a statement of cash flows. Commonly used to satisfy lenders or investors.
Audit – Maximum level of engagement
Provides the highest level of assurance through examination of invoices, bank statements and cheques, financial reporting practices and controls to confirm accuracy, identifies control weaknesses and highlights business risks. Commonly used by private companies to satisfy shareholders or lenders for credit that exceeds a certain threshold.
Auditor’s Report: A further description of the auditor’s responsibilities
Our dedicated audit teams specialize in:
Pension Plans
We’ve completed over 200 pension plan specific audits and promise stability, cost-effective service and a high-quality experience.
Non-Profits
Our common sense approach provides the clarity needed to meet the increasing demand for transparency, the ever changing reporting requirements and the competition for donor dollars with ease.
Condominium Corporations
Our fresh and experienced audit approach recognizes the unique reporting requirements for Condos and offers an efficient, professional and expertly polished service.
After working with many accountants, I chose Davis Martindale for my growing tech company a few years ago and haven’t turned back. I needed more thorough strategy and international help, and Davis Martindale’s team not only gave great advice, but never hesitated to walk me through reports, strategies and more so I felt fully informed. Today they are an integral part of my business success.
Davis Martindale has been providing exceptional services for my dental practice for 30 years. They have guided us through many challenges - including partnership creations and dissolutions, and CRA audits - with calm expert advice. Mr. Barran has always been available when we require urgent advice, and I am proud to consider him not only my accountant, but my trusted advisor.
An excellent go-to type of accountant for all purposes. Bruce Barran dispenses excellent pragmatic advice for all types of situations. He educates well and in a clear manner that clients understand and appreciate. He has a unique ability to give advice that has a long-term vision. He does not react emotionally. He has excellent meditative abilities to bring people, if not together, then to a solution which is reasonable to all. He’s very resolution orientated and driven. He excels at making deals.
The service from Bruce and the Davis Martindale team has been exceptional for us. From small queries answered promptly to shareholder configurations, the level of expertise and professionalism is second to no one. I trust Davis Martindale to provide the most reliable advice every time.
Bruce Barran's effort and advice to my organization has been invaluable. He has always acted like a business partner with the utmost integrity and commitment to detail. I would highly recommend Bruce as a trusted advisor.
We started dealing with Bruce Barran and Davis Martindale in 1989, for more than 31 years Bruce has been reliable, personable, and professional. He is an "accountant with personality" and a trusted partner to Hyde Park Equipment.
The team at Davis Martindale provided us with their entrepreneurial and practical perspective focused on achieving our objectives. In addition they were responsive and truly enjoyable to work with.
I have had the pleasure of working with Sarah, Ron, Brent, Janece, Louise, Terri-Lynn and many more across multiple teams throughout the years on everything from best practice guidance, year-ends, payroll, compensation structuring, tax abatement, and valuations for an international, multi-tier corporation. I can safely say I would not have been able to do it without their guidance and expertise. If you choose Davis Martindale you will not be disappointed at the value they provide you and your organization, whether you are a finance professional or a budding small business. Thank you sincerely for all your team does!
Business Advisory Services
We offer relevant, accurate and timely management accounting advice and services to help you make good business decisions including budgeting, costing, financial analysis and forecasting. Our unique access to the interVal and our firm-wide resources can also help with developing or updating your strategic business plan to move your business forward.
Innovative Bookkeeping
Our Financial Data Management experts can work with a range of the latest technologies, consult on options to improve your business and help with smooth implementation.
- Manage accounting transaction and bank feed data
- Reconciliation of bank and credit card statements
- Examination of accounts receivable, accounts payable transactions and sub ledgers
- Monthly financial data evaluation
- Generate monthly internal KPI’s
Clean reports and crisp year ends hand in hand with
up to the minute, insightful and technically sound advice
that you can trust.
Meet the Team
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Partners
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Brenda
WaltonCPA, CMA
Partner, Accounting & Assurance- Business Accounting
- Accounting & Financial Reporting
- Business Advisory Services
- Innovative Bookkeeping
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Bruce
BarranCPA, CA
Counsel, Tax Services- Business Accounting
- Canadian Tax
- Corporate Finance
- Estates & Trusts
- Business Advisory Services
- Immigration & Emigration
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Lena
CorreiaCPA, CGA
Partner, Accounting & Assurance- Business Accounting
- Canadian Tax Compliance
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Luke
Goodchild
Principal, Accounting & Assurance- Business Accounting
- Canadian Tax Compliance
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Michael
WatsonBMath, CPA, CA, LPA
Partner, Accounting & Assurance- Business Accounting
- Condo Corporation Audit Services
- Non-Profit Audit Services
- Business Advisory Services
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Monica
MickCPA, CA
Partner, Accounting & Assurance- Business Accounting
- Non-Profit Audit Services
- Canadian Tax Compliance
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Paul
PanabakerFCPA, FCA, LPA, CFP, RFP, TEP
Partner, Accounting & Assurance- Business Accounting
- Canadian Tax
- Estates & Trusts
- Business Advisory Services
- DFK
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Rick
SantosCPA, CA, LPA, CBV, CFF, CFP
Managing Partner- Business Accounting
- Pension Plan Audit Services
- Non-Profit Audit Services
- Corporate Finance
- Transaction Advisory Services
- Business Valuation & Litigation
- Strategic Planning
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Ryan
GibbonsCPA, CA, LPA
Partner, Accounting & Assurance- Business Accounting
- Pension Plan Audit Services
- Non-Profit Audit Services
- Condo Corporation Audit Services
- Business Advisory Services
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Sarah
PooleCPA, CA, LPA, FCA (England & Wales)
Partner, Accounting & Assurance- Business Accounting
- Business Advisory Services
- Accounting & Financial Reporting
- Review and Audit Engagements
All Team Members
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Amanda
EyssenCPA, LPA
Senior Manager, Accounting & Assurance- Business Accounting
- Canadian Tax Compliance
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Antonio
Mari
Villarin
Staff Accountant, Accounting & Assurance- Business Accounting
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Bailey
Lee
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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Cindy
Gillen
Staff Accountant, Accounting & Assurance- Business Accounting
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Corey
Drummond
Staff Accountant, Accounting & Assurance- Business Accounting
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Domenica
MillerBA, CPA, CGA
Senior Manager, Accounting & Assurance- Business Accounting
- Canadian Tax Compliance
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Dorota
Kral
Administrative Support, Accounting & Assurance- Business Accounting
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Eden
Jarrett
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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Emily
PalmerPCP
Supervisor, Accounting Solutions- Business Accounting
- Innovative Bookkeeping
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Emily
Pedlow
Staff Accountant, Accounting & Assurance- Business Accounting
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Emily
Schenk
Staff Accountant, Accounting & Assurance- Business Accounting
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Giovanna
Rolim
Staff Accountant, Accounting & Assurance- Business Accounting
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Guilherme
Braghetto
Co-op Student, Accounting & Assurance- Business Accounting
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Jackie
Geeves
Administrative Support, Accounting & Assurance- Business Accounting
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Jalen
Solomon
Co-op Student, Accounting & Assurance- Business Accounting
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Jason
Sa
Staff Accountant, Accounting & Assurance- Business Accounting
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Jenn
Rimmer
Senior Administrative Support, Accounting & Assurance- Business Accounting
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Jennifer
Watson
Senior Manager, Accounting & Assurance- Business Accounting
- Canadian Tax Compliance
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Jessika
ProkesCPA
Manager, Accounting & Assurance- Business Accounting
- Pension Plan Audit Services
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Joseph
Baguios
Staff Accountant Accounting & Assurance- Business Accounting
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Julianne
MarchCPA, CA
Senior Manager, Accounting & Assurance- Business Accounting
- Non-Profit Audit Services
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Katie
Hunter
Administrative Support- Business Accounting
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Lana
Bolotskaya
Staff Accountant, Accounting & Assurance- Business Accounting
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Lilibeth
Flores
Staff Accountant, Accounting Solutions- Business Accounting
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Luis
Velasquez
Garcia
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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Matthew
Nusink
Staff Accountant, Accounting & Assurance- Business Accounting
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Myles
McKillop
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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Nicole
MasonCPA
Manager, Accounting & Assurance- Business Accounting
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Paula
OcolisanCPA
Staff Accountant, Accounting & Assurance- Business Accounting
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Rachel
MacGregor
Co-op Student, Accounting & Assurance- Business Accounting
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Ryan
Lam
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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S.
Abigail
Romero
SernaMAcc
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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Shelby
McCallumCPA, LPA, BBA
Senior Manager, Accounting & Assurance- Business Accounting
- Non-Profit Audit Services
- Condo Corporation Audit Services
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Soon
Chul
Kwon
Staff Accountant, Accounting & Assurance- Business Accounting
- Innovative Bookkeeping
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Stephanie
Griffith
Senior Administrative Support, Accounting & Assurance- Business Accounting
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Steven
JacksonCPA
Staff Accountant, Accounting & Assurance- Business Accounting
- Pension Plan Audit Services
- Condo Corporation Audit Services
Work With Us
Our team is ready to have a personalized discussion with you.