News

Your December To Do List!

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Written by Gwyneth James MBA CPA Okay, I know…accounting is the farthest thing from your mind right now, but hear me out. There are just a few items that you need to take care of while you sip your glass of eggnog. If you have a vehicle you use for business or employment, don’t forget … Read more

Better Together – A Success Story

We raised $3500

We are pleased to announce that today we presented a $3,500 cheque to Peterborough’s Brock Mission Homeless Shelter. The cheque represents the result of a September fundraising event held for the Brock Mission where our firm accepted over 1,400 gallons of shredding material from the community in exchange for a donation to the Brock Mission. … Read more

The Importance of Naming Beneficiaries

A number of clients have recently needed an explanation on the difference between beneficiaries named in a Will and beneficiaries named to a particular investment. When an individual dies, the value of all assets held on the date of death are subject to a Provincial “Estate Administration Tax” (usually called Probate tax) except those that … Read more

What is a Controller and Should I Hire Cody & James as Mine?

What is a financial controller? A financial controller is someone who oversees all accounting activities within a company. In the simplest of definitions, they are the lead accountant. Their role is to provide financial leadership and ensure accounting allocations are made and recorded. Typically, a financial controller will report to the chief financial officer (CFO); … Read more

Planning on Retirement? Here’s your Retirement Financial Primer

Retirement

The biggest change, once one retires, is the lifestyle change: what do you do when you used to go to work. This can be a hard adjustment. Another big change is in the area of finances and taxation and that is what we will look at here. Debt Debt is simply much more difficult to … Read more

Cody & James Chartered Professional Accountants