Services

Computer Recycling Program

In an effort to support our environment, provide our customers with a cost-effective, easy way to dispose of their unused computer equipment and comply with local equipment disposal laws, we are announcing a new computer equipment recycling program. Here’s how it works:

At your request, we will recycle your used computer equipment for you. Computers will have their hard drives rendered inoperable (so that there is no possibility of anyone extracting data from them). We will then transport your equipment to a certified computer equipment recycling center for proper disposal.

To encourage as much participation in this program as possible, we are keeping the fee for this service to a minimum. To have your computers recycled, simply:

  1. Complete the form below, indicating the quantity of each item to be recycled
  2. Drop your equipment off at our office (along with this form), or give your equipment to one of our staff persons when they are at your office for another engagement
  3. We will send you an invoice for the service fee

Computer Equipment Recycling Program (PDF)

Disaster Recovery

Is your business ready for a disaster?

It seems like there is always a story in the news of some natural disaster – tornadoes, earthquakes, hurricanes, and wildfires.  It makes me wonder:  “Is there really any place that is safe, or immune from such calamity?” Of course, the answer is no. Therefore, this would be a great time for you to fine tune or implement a disaster recovery and business continuity plan for your business.

Disaster recovery is being able to continue your business critical functions after an unforeseen interruption.   It is easy to see how something “big” like the disasters mentioned above can severely impact your business. But what about more common “disasters” such as a power outage, internet going down, a server malfunctioning or simply unplugging a piece of equipment accidentally?   Ideally, your business continuity plan will allow you to recover your programs and data to a point very close to when the disaster occurred.

When putting together a disaster recovery plan, many factors need to be considered. First and foremost is your data.  Ask yourself, “How is my data being backed up? How would I get to that data in the event of a disaster?”   A common mistake most people make is to faithfully do a backup of their data, and then leave the backup media (disk, flash drive, tape, etc.) in the same building – or even the same room – as their computer systems or servers.  If the building were to burn down, your backup would go with it and you would be left with nothing to recover from.

One way to begin developing a business continuity plan is to define the word “disaster” in the context of your business.  Ask yourself “What level of interruption do I need to protect my business from? Can I afford to be down (without computer system, programs, data for example) for 1 day, 1 week, 1 hour?  How long can I afford to be without power, telephones or internet access?”   Answering these questions will help to give some shape to your plan. If you can afford to be down for a week, then you will not need as much in the way of redundant systems and infrastructure which will save on up front and ongoing costs.  However, if you really cannot afford to be down for more than a few hours, a more comprehensive plan will need to be developed.  This may include redundant hardware and telecom circuits, standby or backup servers, off site backups, and perhaps moving towards cloud (internet hosted) services for some of your mission critical applications.

As your trusted technology advisors, we are here to help you navigate the development, implementation, and ongoing testing of a business continuity solution. If you have any doubts about your emergency plan, it would be our privilege to work with you in developing a solution that brings you security and peace of mind.

CPA Services

Our team of CPAs works with corporations, LLCs, partnerships, individuals, and not-for-profit agencies to plan, measure, and analyse their financial results through goal-setting, planning, and recommending improvements in efficiencies to accounting and computer systems.  We further recommend tax strategies and technology-based solutions to benefit our clients.

In addition, our CPAs work with the other Canon Capital divisions as well as our well established network of lawyers, bankers, insurance agents, and other professionals to provide unique tailored solutions for your needs.

Services Provided by our CPAs

  • Business Start Up Planning & Assistance
  • Bookkeeping
  • Cash Flow & Budgeting
  • Forecasts & Projections
  • Compiled & Reviewed Financial Statements
  • Tax Analysis & Proactive Planning
  • IRS and other Audit Representation
  • Tax Return Preparation – Business Entities
  • Tax Return Preparation – Individuals
  • Tax Return Preparation – Trusts & Estates

 

2016 Peer Review Report

 

Personal Financial Planning

Our team of PFSs (Personal Financial Specialists) work with individuals in a variety of areas including financial planning, income tax planning, insurance planning, investment planning, charitable planning, and financial independence.

Services Provided by our PFSs:

  • Retirement Planning & Social Security Planning
  • Assistance With Drafting Wills, Living Wills, & POAs
  • Trust Establishment
  • College Tuition & Scholarship Planning
  • Personal Net Worth Analysis

Business Advisory

At Canon Capital, we know what it’s like to lose sleep over tough business challenges, especially in today’s environment.  Our team of Certified Management Accountants (CMAs) have years of experience in working with business owners to create strategies that work.  Whether you are looking to grow your business or looking to start, acquire, or sell a business, we will help you work through the issues and make the right decisions.

Services Provided by our CMAs and Business Advisors:

  • Acquisition & Disposal Strategies
  • Capital Structure & Entity Advice
  • Controller Services
  • Organizational Management

We take the hassle out of payroll

We provide unparalleled support and personal service. Our reputation for providing accurate, on-time payroll makes us different from the competition We customize our services to match your company’s individual needs to serve any size group or program.

We offer competitive prices and responsive service.   Our competitive fees keep your payroll costs down while our in-house expertise adds value to the payroll process. With the support of our Certified Public Accounting and Technologies departments, Canon Capital can answer your questions quickly and be responsive to your special needs.

We eliminate the pain of in-house payroll processing. By providing services not always available with other payroll groups, such as withholding and reporting local and LST taxes, Canon Capital takes the effort out of payroll. From the simple conversion and start-up through comprehensive, easy-to-read reporting, our payroll services save you time, money and stress.

Request a Quote:

Free Technology Review

We will perform a free Technology Review for your business! This service is performed at your location, and includes over 40 inspection points on your computer systems, peripherals and software.  We will inspect items such as:

  • Your network file server – condition, capacity, strengths, weaknesses
  • Network infrastructure (cabling, connectors, hubs, switches, etc)
  • Data loss protection – backups, tape rotations, etc.
  • Virus protection
  • Internet connectivity, speed, reliability
  • Peripherals (printers, modems, scanners, etc.)
  • Software – applications that make you efficient and help you to run your business
  • Workstations – we will inspect several of your Windows based workstations

Upon completion of the on site Technology Review our analysts will evaluate your information back at our office.  We will then provide you with a professional document which outlines your current systems and software, areas of strength, and areas that need improvement WITH specific suggestions for increasing efficiency and profitability.

Please call Kent Gerhart at 215-723-4881 x131 to arrange for your free Technology Review today.

Funding Higher Education

We all want the best for our children – for them to have every opportunity to grow and learn and to make a success of their life. The challenge we face as parents of young is how to properly fund our children’s education without draining our current cash flow.

What should you do if they are a few years away from college and your education fund won’t be enough? How can you increase your chances of getting financial aid? What tax benefits might be available to you? Your professional advisors are able to help you answer these question and any others you may have. With the costs of a college education rising every year, the keys to funding your child’s education are to plan early and invest shrewdly. However, there are steps you can take if you get a late start. Moreover, there are a number of effective techniques for increasing financial aid opportunities and reducing taxes.

The thought of funding your child’s education—the cost of which has grown at about 6% a year— can be mind-boggling. However, proper planning can lessen the financial squeeze considerably, especially if you start when your child is young.

We can help you to make the right financial decisions and begin saving for that college education today.

Having a Baby

Preparing for the pitter-patter of little feet can be such an exciting, heady time that it can be easy to overlook some of the more serious issues relating to this event. As soon as you start your family, financial planning for the future becomes even more essential. How will you finance childcare, medical bills, food, education, clothing, toys, and education savings? What will you need to spend money on and how much will each item cost? It’s important to take into consideration the ongoing costs associated with starting and raising a family. To get you started, here are some of the things you’ll need to factor into your financial planning:

  • Doctor and hospital expenses
  • Nursery furniture and clothing
  • Baby supplies and equipment
  • Formula
  • Childcare
  • Healthcare
  • Toys and clothes
  • Education costs
  • Extra curricular activities (e.g., ballet classes, school camps, sporting events and activities)
  • Doctor and medical expenses
  • Increased insurance

Be certain you’re well prepared. Talk with us today about how best to prepare for a life-changing event such as the birth of a child.