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Doctors

Doctors

Optimize the way you do business with a partner at the heart of your success

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As a medical practitioner you spend your day helping others through what is often some of their most difficult times in life. These people trust you as a trained professional in your field, be it MD, ND or GP, they rely on you to provide them with the best advice to help them feel their best. We at Welch, as professionals strive to do the same for you from a financial perspective. Our results are certainly not life saving but we do feel that they can improve your wellbeing by relieving you of some of the stress in your daily financial life.

Our proactive holistic advice is aimed at making it easier for you to manage your financial life while taking the time you need to help your patients manage their wellbeing. The options available to you at Welch from full service bookkeeping, to tax preparation to financial advisory services ensures that we can take care of your needs from your first days in residency through to retirement.

What We Bring to the Table

As a doctor, you need to focus your time providing the best care to your patients. Welch will focus on the accounting and financial expertise so that you can focus yours on what you do best. Welch has the flexibility to work with you wherever you are, delivering timely responses to all your questions – even to those you did not know you had.

Doctors must have a business partner that will propel their success forward - a business partner that has the expertise to handle accurately all taxation and accounting issues facing medical doctors of today. Immersed in all the latest news, standards, and practices of the medial industry, Welch truly understands just what you need to succeed.

More than helping to reduce your taxes, improve your cash flow, manage your financial data, and meet compliance requirements, Welch LLP goes beyond simple tax, audit, and accounting services. Each and every one of our team members is an expert in their field, allowing us to provide you with a holistic approach to service. From your first patient to your retirement party and beyond, our team can guide you and your profession in a direction that is right for you.

Established in 1918, Welch LLP has been delivering quality service for over 100 years. Whether you are a resident, fellow, or an established physician, our team at Welch has the knowledge and resources you need to excel at what you do. Rooted in our core values - care, impact, empower; Welch has stood out by developing long-standing relationships with our clients based on trust, expertise, and the highest level of service. But don’t take our word for it – read what our clients have to say.

What Welch Can Do For You

Accounting & Tax

Assurance & Accounting

  • Audits, Review engagements
  • Financial statements
  • Accounting outsourcing
  • Networth statements

Tax

  • Annual tax returns
  • Tax consultation
  • Tax compliance
  • Tax planning
  • Merger tax issues

Support | M&A

Transaction Support

  • Due diligence
  • Valuation/fairness opinions
  • Negotiation, structuring and management of deal
  • Building acquisition strategies

Mergers & Acquisition

  • Identification of potential buyers, marketing/road show
  • Transaction execution
  • Target identification, engagement and evaluation

A Holistic Approach to Service

Cloud Bookkeeping Services

  • Document management
  • Paying Bills & Expense reporting
  • Invoicing and collections
  • Payroll administrations
  • Cash Flow forecasting and analysis
  • Multi-entity Reporting & consolidations
  • And more
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Intergenerational Wealth
Advisory Services

  • Cash management
  • Estate planning
  • Retirement planning
  • Investment management
  • Risk management
  • Tax Planning
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Free Canandian Tax Preparation Services For

Medical Students & Residents

Meet our Team

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Joshua Smith, CPA, CA

Partner



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Photo of Sean Cullum

Sean Cullum, CPA, CA

Associate



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Scott Murdock, CPA, CA

Partner



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Photo of Ryan Dostie

Ryan Dostie, CPA, CA

Partner



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Natacha Asselin-Guay, CPA, CA

Tax Manager



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"We are here to help you achieve your goals"

 

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