Industries

Technology

Whether your business is in its early stages or you’re looking to exit, our team at Welch delivers full lifecycle support for all things financial, accounting and tax.

As an innovative tech company, it is imperative that you have the international reach that will propel your business forward. Welch is a member of BKR International, which gives us access to extensive resources and professional expertise to help our clients do business around the world. This enables us to remain a regional firm, dedicated to our local business community, while giving us a global reach to help you with any cross border or international business issues you may be facing.

What we do

Assurance and accounting

  • Audits, review engagements, notice to reader/compilations
  • Public and private company audits
  • US GAAP and IFRS
  • Financial forecasting and advisory

Tax

  • Corporate tax
  • Strategic tax diagnostic and planning
  • Transactional planning
  • Capital/GST and HST/QST, VAT, payroll taxes
  • US tax, cross border, state and local tax
  • International tax planning
  • Expatriate tax – personal tax for non-residents working abroad
  • Shareholder tax planning, trust and estates, personal tax for business owner

Back office services

  • Cloud bookkeeping with Elevate by Welch LLP
  • Bookkeeping and payroll services tailored to your needs
  • Prep of income tax, HST returns and other regulatory filings
  • Design, implement and prepare Management Reports
  • Investor and bank reporting
  • Support with banking, financing and investor relationships
  • Financial forecasts, planning and budgeting

SR&ED and other tax credits

  • SR&ED – software, manufacturing, hardware, hi-tech, semi-conductor, medical devices, shop floor and telecommunications
  • Other – Multimedia (federal and provincial), apprenticeship, sustainability and more
  • OIDMTC – Ontario Interactive Digital Media Tax Credit

Business advisory

  • Support with corporate transactions (private financing, buy and sell, M&A, public financing)
  • Implications of third-party investments

Internal control advisory and IPO readiness and support

  • Internal control advisory (SOX, 52-109, etc.)
  • Temporary staff assignment
  • Accounting conversion support
  • Financial statement and external audit preparation support
  • Corporate governance (audit committee charters)

Team members

Partner

Ottawa, Toronto

613-236-9191 #526

Partner

Ottawa

613-236-9191 #152

CPA,CA

Partner

Ottawa

613-236-9191 #149

CPA (Indiana)

Director of U.S. Tax Advisory

Ottawa

613-236-9191 #254

Senior Manager

Ottawa

Manager

Ottawa

Related resources

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