What We Offer
Our Services
We handle the financial side so you can focus on what you do best. From personal tax returns to full corporate accounting, every service is delivered with the same level of care and attention regardless of your file size.
Bookkeeping and Financial Records
Clean, accurate books are the foundation of every healthy business. We handle the day-to-day record keeping so you always know where your money is going and your year-end is never a scramble.
What is included
- Monthly bookkeeping and transaction categorization
- Cloud bookkeeping setup and management (QuickBooks and Xero)
- Catch-up and cleanup bookkeeping for overdue records
- Accounts payable and receivable management
- Bank and credit card reconciliation
- Inventory and cost tracking
- Year-end bookkeeping file preparation
Personal and Corporate Tax
From simple T1 returns to complex corporate filings, we handle tax for individuals, self-employed workers, landlords, investors, and incorporated businesses. Every return is filed accurately and every legitimate deduction is claimed.
What is included
- Personal tax return preparation (T1) for individuals and families
- Self-employed and sole proprietor tax returns
- Corporate tax return preparation and filing (T2)
- GST/HST and provincial sales tax registration and filing
- Tax planning and minimization strategies
- Rental property tax reporting (T776)
- Investment and capital gains tax reporting
- Cross-border and non-resident tax filing
- Estate and trust returns (T3)
- Voluntary disclosure and back-filing for late filers
- CRA notice and reassessment response
- CRA audit support and representation
- Tax instalment calculation and planning
Payroll Services
Running payroll correctly matters for your team and your compliance standing. We manage calculations, deductions, remittances, and year-end slips so your employees are paid on time and the CRA is never unhappy.
What is included
- Full-service payroll processing (bi-weekly and monthly)
- CRA payroll remittances (PD7A)
- T4, T4A, and T5 slip preparation and filing
- Record of employment preparation and submission
- WSIB and workers compensation reporting
- EHT, QPIP, and provincial payroll tax filings
- Contractor versus employee classification reviews
Advisory and Business Consulting
Beyond filing and compliance, we help you make smarter financial decisions. Whether you need a part-time CFO, a sharper view of your cash flow, or a plan for what comes next, we bring the financial clarity your business deserves.
What is included
- Virtual and fractional CFO services
- Cash flow forecasting and management
- Budgeting and financial planning
- Management reporting and KPI dashboards
- Business plan and financial projections
- Pricing and profitability analysis
- Business valuation support for planning purposes
- Succession and exit planning support
- Mergers and acquisitions financial support
Business Setup and Compliance
Starting a business or keeping an existing one compliant is easier when you have the right people in your corner. We handle the registrations, filings, and deadlines so nothing slips through the cracks.
What is included
- Business registration and incorporation support
- CRA account setup and management (GST/HST, payroll, corporate)
- Corporate annual returns and minute book reminders
- Business structure consulting (sole prop, partnership, corporation, holdco-opco)
- CRA correspondence and account management
- Compliance calendar and deadline management
Specialized and Industry Services
Some businesses have unique accounting needs that go beyond general practice. We have experience with the specific rules, reporting requirements, and tax considerations that apply to these industries.
What is included
- E-commerce and Shopify accounting (sales tax mapping, multi-channel reconciliation)
- Real estate and construction accounting (holdback tracking, job costing)
- Medical and dental professional corporation accounting
- Trades and contractor accounting (GST/HST, T5018 subcontractor reporting)
- Non-profit and charity bookkeeping and T3010 filing
- Crypto and digital asset tax reporting
Not sure which service you need?
Book a free call and we will walk you through your options. There is no obligation and no sales pitch.
Book a Free Consultation