Business Details
Trusted Accounting and Tax Services in St. Catharines
Jones & O'Connell is a licensed public accounting firm dedicated to delivering exceptional financial services tailored to diverse client needs. With decades of combined experience, our team of Chartered Professional Accountants specializes in accounting, auditing, tax compliance, and strategic financial advisory services. We serve clients across the Niagara Region, Greater Toronto Area, and beyond, prioritizing cost-effective solutions, staff continuity, and responsive support.Our expertise spans industries including credit unions, public companies, not-for-profits, and private enterprises, ensuring tailored guidance for complex financial challenges. As members of leading professional bodies, we uphold rigorous standards of excellence, innovation, and client-centric service to build long-term trust and value.
Services
Accounting
Auditing
Tax Compliance
Financial Planning
Credit Union Services
Bookkeeping
Internal Audit
Corporate Tax Recovery
Estate Planning
Anti-Money Laundering Compliance
Highlights and features
- We offer 30+ years of combined experience in public accounting and specialized industry sectors.
- Our team includes CPA-certified professionals with expertise in credit unions and public companies.
- We prioritize cost-effective solutions while maintaining staff continuity for client engagements.
- Responsive support for tax planning, audits, and complex accounting standards implementation.
- Tailored financial advisory services for businesses, estates, and individuals across Canada.
Associations and certifications
- Canadian Public Accountability Board
- Chartered Professional Accountants of Canada
- Chartered Professional Accountants of Ontario
- The Institute of Internal Auditors
- Canadian Tax Foundation
Services
External Audit
Our external audit services provide the highest level of assurance on financial statements. We follow CPA Canada guidelines to ensure compliance, offering tailored audit strategies, staff continuity, and efficient evidence gathering to validate financial accuracy for stakeholders.
Tax Compliance
We ensure compliance with corporate and personal tax regulations while optimizing liabilities. Our services include return preparation, CRA representation, and strategic planning to leverage tax credits and deductions under Canadian tax laws.
Credit Union Services
Specialized services for credit unions include external/internal audits, enterprise risk management, and regulatory compliance. We address unique requirements like IFRS implementation, anti-money laundering audits, and corporate tax recovery with industry-specific expertise.
Financial Planning
We offer personalized financial planning for individuals, covering estate strategies, investment optimization, and life event planning. Our approach integrates tax-efficient solutions to align with clients' long-term financial objectives and risk tolerance.
Bookkeeping
Our bookkeeping services ensure accurate financial records with cost-effective solutions. Certified specialists use QuickBooks and Sage systems to maintain continuity, offering ongoing support for small businesses and organizations.
People
Wayne O'Connell
Partner
30+ years in public accounting, specializing in credit unions and public companies. Leads quality assurance and serves on CPA Ontario practice inspection committee.
Ryan Jones
Partner
CPA with 15+ years of experience, focusing on assurance services for owner-managed businesses. Joined firm after graduating from Brock University in 2007.
Edwin Leung
Partner
Specializes in credit unions and junior public companies. Expert in regulatory compliance, internal audit programs, and financial modeling with 20+ years of experience.
Amy Jones
Accounting Software Specialist
Certified Professional Bookkeeper with expertise in QuickBooks and Sage systems. Provides tailored bookkeeping solutions for small businesses since 2011.
Eghosa Avanrenren
Senior Accountant - Internal Audit
15+ years in risk management and internal controls across financial services, healthcare, and manufacturing. Certified Internal Auditor and Information Systems Auditor.
Questions
What accounting services does Jones & OConnell offer?
We provide full-service accounting, including bookkeeping, financial statement preparation, audit engagements, and compliance with Canadian accounting standards for businesses and individuals.
Do you specialize in tax planning for Canadian businesses?
Yes, our team offers corporate and personal tax compliance, optimization strategies, and CRA representation to minimize liabilities while ensuring regulatory adherence.
What industries do you serve?
We specialize in credit unions, public companies, not-for-profits, private enterprises, and various sectors including agriculture, construction, and hospitality.
Can you assist with credit union audit requirements?
Yes, we provide external audits, internal audit programs, and anti-money laundering compliance services tailored to credit union regulatory needs.
Do you offer financial planning for individuals?
Yes, we provide personalized financial planning, estate planning, and tax shelter analysis to help individuals achieve long-term financial goals.
