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Surgeons

Surgeons

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

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As a surgeon, you are constantly working at the highest level of excellence for your patients and their families. The expectation for you to persistently excel at what you do - performing surgeries, communicating to patients, calming a stressful environment; is taxing on the mind and body, leaving little room to explore opportunities in your financial life.

As chartered professional accountants, we at Welch strive to operate at your level, providing you with financial expertise and advice so that you can focus on your profession. Whether you need full-service bookkeeping, tax preparation, or even financial advisory services, we can take care of your needs from your first days in residency through to retirement.

What we Bring to the Table

As a surgeon, 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.

It is imperative that surgeons 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 surgeons 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 proactive approach to your business ensures that we provide you with the best possible guidance not only for today but for your future.

Established in 1918, Welch LLP has been delivering quality service for over 100 years. Whether you are a resident, fellow, or an established surgeon, 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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Photo of Scott Murdock

Scott Murdock, CPA, CA

Partner



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Photo of Ryan Dostie

Ryan Dostie, CPA, CA

Partner



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Photo of Natacha Asselin-Guay

Natacha Asselin-Guay, CPA, CA

Tax Manager



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"We are here to help you achieve your goals"

 

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