Roth Mosey
Who We Are
Manage & Grow Your Business
Business Consulting
There's a special trust required between a business advisor and their clients. After all, this is your livelihood and your future! At Roth Mosey, we pride ourselves on the level of trust we have developed with our clients. We understand that all clients have different needs and so we customize our services to address those needs and develop the strategies and plans to advance their business objectives. We offer a wide range of business consulting services to help our clients with any issues or opportunities by providing sound business advice and personalized professional service.

Our Business Consulting services include:
  • Business Plans – We work with you to define objectives, assess risks and opportunities, analyze action plans and marketing plans and any other business-related activities.
  • Financial Forecasts and Projections – We’ll help define and manage the short and long term cash needs of our clients to aid in planning for their future.
  • Business Succession Planning – Our team will set up plans that enable owners to move away from the day-to-day operations of their business when they are ready. We will also advise on the selection and training of a successor while considering the treatment of family members who may not be active in the business.
  • Evaluating Financing Alternatives – We will walk you through the vast selection of funding options. We’ll examine bank, government or small business loans,review the different products offered by banks, or the low interest loans offered by the government for special innovative projects.
Government Assistance
SR & ED
The Scientific Research and Experimental Development (SR&ED) Program administered by the Canada Revenue Agency offers benefits to taxpayers who have undertaken qualifying projects.

We provide comprehensive services to assist businesses in claiming and obtaining SR & ED income tax credits, and will assist you through the entire claims process. We offer the following services:
  • Review of a client's technical operations to assist in identifying potential SR & ED projects that may qualify for tax credits
  • Advise on best practices for documenting future claims
  • Training for your finance and engineering staff on the criteria and requirements of the program
  • Assistance in capturing the eligible costs
  • Preparation and completion of the financial portion of the SR & ED claim
  • Defending our clients through Canada Revenue Agency audits
Government Assistance Programs
All levels of government offer a range of financial assistance programs. Our team will work with you to track these programs and help you better understand the assistance that is available to you. We offer support in preparing the necessary documentation and business plans. Timing is crucial as strict deadlines are in place for these programs. We have assisted our clients in obtaining funds from the following programs:
  • AgriStability / AgriInvest
  • SMART Program
  • Southern Ontario Development Program
  • Industrial Research Assistance Program (IRAP)
  • Rural Economic Development Program (RED)
This is just a small sample of the program funds we have been able to access for our clients. Our team is continuously researching and monitoring new funding programs that are a good fit for our clients.