Overall

- What is the text that is across the site? It looks very basic, can we do something more
narrow, like below examples or find your own sleek font. Every page should replace with
text similar to below, we are not happy with the current text of the site.
o Abadi Extra Light-500 width
o Dubai Light
Homepage

Feedback:
- Update MENU to below categories, remove other pages irrelevant.
o SERVICES
o INDUSTRIES
o TEAM
o CAREERS
o CONTACT
- Remove blog tab
- Newsletter section - Email Jatinder at bassi&karimjee to get her to send you all past
newsletters over the last two years, and in addition all Covid 19 emails sent out (to be put in
a newsletter format). Ensure they all have the logo header.
- Rotating home page images
o We don’t like any of the images across the site, is there more images around
industries and other financial institution type imagery. Can you find pictures that are
nicer even if they cost money, send us examples and we can decide which ones we
will pay for across the site.
o The size of the image section is HUGE, can you ,This image should be smaller as I
would like the 4 services icons above the fold on a computer screen. We should not
have to scroll down to see.
- Icons – replace across all pages
o Audit (replace Assurance Services)
o Tax (replace Tax Services)
o Advisory (replace other services)
o Other - Company Services (replace Accounting Services)
- Remove header “Welcome to our site” no heading needed there. Just go straight into copy..:
“BASSI & KARIMJEE LLP, is a leading….”
- Remove – WHY CHOOSE US – section, these % make no sense. Once we are able to bring up
our google reviews to at least 4.8 we can add that at the bottom. However, for now just
remove.
- After the text below on the main page add the CPA Chartered Professional Accountants
logo.
Text edits:

BASSI & KARIMJEE LLP [BKLLP], Chartered Accountants is a leading firm of Chartered Accountants and
Professional Advisors serving entrepreneurs and organizations across the GTA. We maintain an office on Steeles
Avenue and Hurontario Street in Brampton offering a broad range of services all designed to help our clients pursue
growth opportunities, navigate challenges and create further value.

We pride ourselves in being trusted business advisors to our clients, the firm’s senior associates have over 100+
years of combined experience. Our firm holds a Licenced Public Accounting licence that enables the ability to perform
audit and review engagements for private companies, in addition we are also registered with CPAB to provide audit
services for publicly listed companies.
At BASSI & KARIMJEE LLP, Chartered Accountants we are client-focused and our team believes in establishing
long-term relationships to ensure we achieve the best results. Our success is your success and therefore we place a
great emphasis on building a long-term and value driven relationships with our clients.

SERVICES

Feedback:

- In the image it says services, then right below it says Our services. Please remove “Our
services” text
- Update image is there another way to make it slightly smaller and frame it.
- Update Services categories:
o Audit (remove Assurance Services)
 B&K LLP helps ensure integrity and transparency through financial
statement audits.
o Tax (replace Tax Services)
 B&K LLP offers tax services from domestic tax to corporate tax and advice
on tax regulation.
o Advisory (replace other services)
 B&K LLP offers management consulting, risk consulting, and deal advisory
services.
o Accounting Services
 B&K LLP provides companies with accounting services support through
bookkeeping, payroll management, financial statement compilations, and
financial forecasting.

Audit Page Text:

Audit
An IFRS audit of financial statements is a form of attestation in which the auditor issues a
written report expressing an opinion about whether the financial statements are in material
conformity with generally accepted accounting principles.

Review Engagement
 A review engagement is conducted to provide limited assurance that there are no material
modifications that should be made to the financial statements for them to be in conformity with
the financial reporting framework.

Political Candidate Audits

An independent, objective evaluation of a candidate’s financial reports and financial reporting
processes. The primary purpose of financial audits is to give Elections Canada reasonable
assurance that financial statements are accurate and complete.

Public Company Audits

Our firm is registered with CPAB, which gives licence to perform audits for public companies.
We prepare financial statements using various accounting frameworks including IFRS, ASPE,
and ASNPO.

Special Audit Report

This report is applicable when expressing an audit opinion on compliance with agreements,
statutes, and regulations.

Tax Page Image/Text:

- Change the tax image it is so tacky – I don’t like the red

Preparation and planning of Taxes:

 Corporate, Personal, Partnerships Non-Resident, Not for Profit/Charities, and offshore tax
planning.

Tax Planning
In depth analysis of how to optimize taxes by considering group of companies, ownership
structure, personal and family dynamics.

Structuring of ownership groups

As an outcome of our in-depth tax analysis, we review and design an appropriate ownership
structure, with particular focus on tax efficiency and creditor proofing.

SRED claim
The Canadian Scientific Research and Experimental Development Tax Incentive Program
(SRED or SR&ED) provides support in the form of tax credits and/or refunds, to corporations,
partnerships or individuals who conduct scientific research or experimental development in
Canada. We also review for additional tax credits available for the industry.

Voluntary Disclosure
The Voluntary Disclosures Program (VDP) gives you a chance to correct inaccurate or
incomplete information, disclose information not reported in a tax return you previously filed, or
file a return that you should have filed.

Sale of shares or assets

When buying or selling a business, special consideration needs to be given on whether it should
be structured with shares or assets. This has significant impact on purchaser and seller.

Client Representation with CRA

In the event of CRA performing an audit of numbers filed, we provide full assistance with audits
being conducted.

Advisory Page Text:

Assistance with Incorporation

An incorporated business (also called a corporation) is a type of business that offers many
benefits over being a sole proprietor or partnership, including liability protection and additional
tax deductions. Forming a corporation also allows you raise capital through sale of shares of your
company.

Assistance with Amalgamation

An amalgamation is a combination of two or more companies into a new entity. Amalgamation
is distinct from a merger because neither company involved survives as a legal entity. Instead, a
completely new entity is formed to house the combined assets and liabilities of both companies.

Succession Planning
Succession planning is a process for identifying and developing new leaders who can replace
old leaders when they leave, retire or die. In business, succession planning entails developing
internal people with the potential to fill key business leadership positions in the company.

File Monitoring for CPA Firms

Providing Cyclical and Annual Monitoring of completed assurance engagements.
Fair Value Estimate
The preparation of an estimated worth or value of all assets and liabilities that are owned by a
company or corporation. Useful for owners to gauge value of their business when selling or
applying for certain tax situations e.g. section 85.

Financial Projections
A forecast of potential earnings, revenue and expenses for a business or corporation. Useful
when applying for business loan. We also provide detailed narrative business plan to help
understand projected numbers.

Client Representation with CRA

Assist with audits being done by the CRA

Due Diligence
The assistance in financial valuations and analysis of a company’s books and records. To support
business expansions, acquisitions, divestitures.

Accounting Services Text:

Compilation
A compilation refers to a company’s financial statements that have been prepared or compiled
that converts the client’s data into financial statements without providing any assurances or
auditing services.

Bookkeeping
Bookkeeping is the recording of financial transactions, and is part of the process of accounting
in business. Transactions include purchases, sales, receipts, and payments by an individual
person or a corporation.

Payroll
Partnered with ADP Payroll services to provide payroll monitoring and implementation for
employees in the company.

Projections
In its simplest form, a financial projection is a forecast of future revenues and expenses.
Typically, the projection will account for internal or historical data and will include a prediction
of external market factors. Often a projection will also include a statement of financial position,
cash flow projections and narrative of the business and assumptions made.

INDUSTRIES:

Feedback:

- Don’t have “Industries we serve” in header and in the text headline. Just put Industries we
serve in the header.
- Please update page to reflect smaller image/text with the additional industries:
- - Advertising and public relations
- Automotive
- Condo Audits
- Condominium corporations
- constructions
- Fast food restaurants
- General and sub-contractors
- health care
- health professionals
- Insurance agencies
- Recreational facilities
- Manufacturing
- Non-profit organizations and charities
- printing
- Professionals
- real estates
- Real estate developers and agents
- retail
- Travel agencies
- Wholesalers and retailers

TEAM:

- Re-order based on alphabetical order and level. So start with Bobby, Joozer, Niel, Janna
than Nikhil. Can you get a picture of Janna please email her, bobby or Joozer can get you to
do that.
- Don’t make it so when you click on the person’s picture a page pops out as it cuts off
everyone’s head. Fix it or just make it a fully scrolling page where you just put picture on left
and text about person on the right all on the same page.
- Why is the text “justified – the spacing is off
-

Bobby Bassi – Text Edits:

Bobby Bassi is a founding partner of BASSI & KARIMJEE LLP. Bobby specializes in a full
range of tax compliance and advisory services for small and medium-sized entrepreneurial
companies and their owners, professionals, executives and NPO’s. He currently assists the Board
of Directors of NPO’s by providing accounting/assurance and tax advice on a volunteer basis. He
is an expert on tax and compliance issues surrounding NPO’s and has spearheaded voluntary
disclosure issues with CRA.
Bobby has extensive experience in providing assurance and advisory services, comprehensive
tax and financial planning for businesses and individuals. He has also assisted clients with estate
planning, reorganizations, mergers/acquisitions, initial public offerings, and debt/equity
financing.
Bobby received his CA designation in 2009, he has over 15 years experience. He started his
career with KPMG where he led audit teams in the financial services sector, performing audits of
tier one Canadian Chartered Banks. He then moved to the tax department at KPMG where he
assisted many corporations with Initial Public Offerings (IPO), tax and estate planning,
compliance with CRA and other regulatory bodies. He has also completed the CPA Canada’ In-
Depth Tax Course. Prior to becoming a founding partner of BASSI & KARIMJEE LLP he
worked in small and medium size accounting firms across Audit, Tax, and Consulting services.

Joozer Karimjee – Text Edits:

Joozer Karimjee is a founding partner at BASSI & KARIMJEE LLP, he has more than 20 years
of extensive work experience. He specializes in a full range of assurance and advisory services
for privately held businesses, multinational companies, NPO’s and charities. He is experienced
in International Financial Reporting Standards (IFRS), US and Canadian GAAP. Joozer is a
leader in providing accounting conversion from local GAAPs to IFRS and Private Enterprise
GAAP. He has led training for more than 20 CFO’s of publicly traded companies in Canada. He
is also a part-time practice inspector at Chartered Accountants of Ontario (CPA Ontario).
Joozer has significant experience in audits in the Not-For-Profit industry. He has led several
teams for year-end audits. His first-hand experience in this industry will ensure our team will
have a very low learning curve and be able to complete the audit smoothly. This will also enable
us to concentrate more on the business and accounting issues so as to provide value added
service to your operations. In addition to accounting and advisory services he has been involved
in Tax Planning, Business Consulting, Business Valuation, Business Continuance, Forensic
Audits and Transaction Services.
Joozer received his CA designation in 2008 and his FCCA (UK qualification) in 2000. He started
his career in 1998 with PricewaterhouseCoopers where he was involved in providing complex
and high-end accounting and advisory services to a wide range of clients.

Careers:

- Don’t have career opportunities in header image and text.

- Text edits:
o At BASSI & KARIMJEE LLP, Chartered Accountants we understand that our
staff is vital to our success, and therefore we provide a work environment that
challenges individuals, allowing them to continuously grow, while also
maintaining a solid work life balance.
o Our firm is recognized as a Student Training Facility with CPA Ontario, we
regularly hire interns for rotational positions.
o We are always looking for talented individuals to join our team. If you are
interested in joining the team, please send your cover letter and resume to
[email protected]