Services

Tax, accounting and advice, under one roof.

Six services for owner-managed businesses, incorporated professionals and families in Etobicoke, Toronto and across the GTA. Start with one; the rest connect when you need them.

Cloud bookkeeping on a laptop at an accounting desk
One

Cloud accounting

Clean, current books are the foundation for everything else. We set up and keep your bookkeeping in the cloud, reconcile every month and file the HST, so the numbers are ready whenever a decision or a deadline arrives.

  • QuickBooks Online setup, onboarding and ongoing bookkeeping
  • Monthly bank and credit card reconciliations
  • Monthly profit and loss and balance sheet
  • GST/HST returns prepared and filed
  • Payroll and government remittances
  • CRA correspondence and account monitoring
Ask about cloud accounting
Signing year-end financial statements
Two

Financial statements

Year-end statements for the tax return, the bank and your own use. We prepare compilation engagement financial statements and the working papers behind them, so the statements, the schedules and the T2 all agree.

  • Compilation engagement financial statements (CSRS 4200, formerly Notice to Reader)
  • Year-end working paper file and supporting schedules
  • Statements that tie to the corporate tax return
  • Formatting and adjustments for lenders, investors or internal use
  • Liaison with lenders, lawyers and other advisors
Ask about financial statements
Corporate tax documents and T2 schedules
Three

Corporate tax

Compliance done properly, with planning that happens before year-end rather than after it. We keep the T2 accurate and on time, and we use it to plan how the business and its owners are taxed next year.

  • T2 corporate income tax returns and schedules
  • Tax working papers and supporting schedules
  • Owner compensation planning: salary, dividends and timing
  • Instalment tracking and deadline reminders
  • Advice on deductibility, expense treatment and tax position
  • CRA notices, reviews and adjustments handled on your behalf
Ask about corporate tax
Preparing a personal tax return with a calculator
Four

Personal tax

More than a return. For owners, professionals and families with more than one source of income, we prepare the T1 and plan the household so that the personal and corporate sides work together.

  • T1 personal income tax returns for owners, professionals and families
  • Self-employment, rental and investment income
  • Household planning for spouses and families
  • Personal returns coordinated with the corporation's filings
  • Pre-year-end planning sessions
  • CRA correspondence, reviews and adjustments
Ask about personal tax
Notebook, laptop and coffee at an advisory meeting
Five

Advisory

The questions that sit beside the numbers: how to structure, when to incorporate, how to bring in a partner or a buyer, and how to hand the business on. We work through them with you and your other advisors.

  • Incorporation and business structure
  • Holding company and investment structures
  • Corporate reorganizations, with your legal counsel
  • Succession planning and exit readiness
  • CRA audit support and response strategy
  • Second opinions and one-time consultations
Ask about advisory
Reviewing a cash flow forecast with a client
Six

Virtual CFO

Financial leadership without the full-time hire. For growing businesses that need forecasting, reporting and a regular planning conversation, we act as the finance function alongside your bookkeeping and tax work.

  • Monthly or quarterly financial review and planning sessions
  • Cash flow forecasting and budget-to-actual tracking
  • Scenario modelling and what-if planning
  • KPI development and performance summaries
  • Guidance on financing, capital decisions and growth plans
  • Input on compensation, dividends and retained earnings
Ask about virtual CFO

Three levels of cloud accounting support.

Pick the plan that matches the stage of the business. Each builds on the one before it.

Starter

Compliance, covered

For startups, solo operators and small businesses that need dependable bookkeeping and year-round compliance. Monthly reconciliations and statements, HST filing, expense categorization, QuickBooks Online setup and CRA correspondence support.

Growth

Visibility and planning

Everything in Starter, plus custom reporting summaries, cash flow and budget tracking, owner compensation planning, instalment tracking with deadline reminders, quarterly review calls and fuller CRA correspondence support.

Strategic

Hands-on strategy

Everything in Growth, plus monthly review and advisory sessions, scenario planning and goal modelling, pre-year-end tax planning, support for bank financing packages and full CRA representation for audits, disputes and requests.

Who we work with.

Owner-managed companies, incorporated professionals and organizations with more complex ownership, across a range of industries.

  • Professional services
  • Technology and startups
  • E-commerce and online businesses
  • Logistics
  • Hospitality
  • Not-for-profits and charities
  • Condominium corporations
  • Real estate and construction
  • Holding companies

If your business is not on the list, that is not a barrier. Tell us what you do and we will say plainly whether we are a fit.

Whichever service you start with, the same firm keeps your file from the first call to the final filing.

Not sure which service fits?

Tell us what is going on and we will point you in the right direction.

Contact usHow we work