Maria’s firm was ready to bring in a new shareholder, but her previous accountant kept stalling — leaving the transition in limbo and the partners increasingly frustrated.
We started the process immediately. We brought in the new shareholder, took over the books, and built a reliable system for calculating the right dividends for each shareholder. We also flagged an open question about PST and obtained a ruling from the provincial authority documenting exactly why none was required.
The transition went smoothly, the partners’ confidence was restored, and the firm could move forward with clarity.
Based on a real NowCPA client experience. Names and certain details have been changed to protect client confidentiality.
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