Decades of bookkeeping, accounting, and business advisory experience all under one roof

We are a team of proactive, progressive-minded professionals with diverse skill sets, allowing us to develop innovative, tailored accounting and business advisory solutions for any industry.

By taking an in-depth look of your business needs and organizational goals, matching your needs with a combination of the right technology, our team streamlines and synchronizes your accounting processes with the right technology so it runs seamlessly in the background This makes it easier for you to build your business while stacking more wins along the way.

Our Approach

  • 1. Discovery Meeting

    We schedule a meeting or phone call to learn all about your business, ask pertinent questions, and listen to your needs.

  • 2. Create a Customized Plan

  • 3. Onboarding

  • 4. Kick-Off

TAKE THE FIRST STEP TOWARDS A SOLUTION!

Request a free, no-obligation consultation today.

Accounting

FULL CYCLE ACCOUNTING

We understand that our clients would work on their passions, rather than keep up with the administrative burden of their company. We provide an end-to-end solution for all of your accounting needs, in a timely and accurate manner.

  • Bookkeeping (General Ledger and Financial statements)
  • Monthly & Quarterly Reporting
  • Payroll Services with annual T Slip filing
  • HST Filing
  • WSIB Filing
  • New Accounting system setups
  • Compilation of Financial Statements (Notice to Readers)
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Taxation

CORPORATE, PERSONAL, TRUSTS

We take a proactive versus reactive approach to tax services. By keeping current on new tax laws and legislation, our firm is in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide individual and business clients with the taxation expertise and the knowledge necessary to make informed decisions. Tax services offered include, but are not limited to:

  • Tax planning for individuals and corporations
  • Returns prepared for individuals & corporations
  • Provincial and federal commodity tax planning and compliance
  • Tax effective retirement planning
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Assurance

AUDIT & REVIEW ENGAGEMENTS

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your organization’s profitability, efficiency, and compliance.  Audits and Reviews differ from compilations, as they are a more intensive examination of your company’s systems and records.

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BUSINESS ADVISORY

With over 10 years of industry experience, our firm can help your business identify areas to improve profitability and growth and streamline solutions that are practical and technically sound. Some areas in which our firm provides consulting services include:

  • Accounting software selection and implementation
  • Business process improvements
  • Financial & retirement planning
  • KPI implementation and reporting
  • Budgets and Forecasts

Independent review of your business, where a company requires an independent review such as:

  • A critical review of the business, its revenue, expense run rates and profitability. Report on recommendations for change.
  • A detailed review of the balance sheet to ensure it is fairly stated and note any areas of concern.
  • Report on systems, procedures and controls together with any recommendations for improvement.
  • Review of major sales contracts and related maintenance revenue streams and report on any revenue recognition issues.
  • These reviews can be prepared for the Board or on the instructions of an investor.
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Flexible/Part-time CFO

A part-time Finance Director / CFO

Your company is growing, but it does not yet need a full-time CFO, but requires a senior-level financial resource. We provide a part-time service with additional access by telephone and email.

Interim resource during a period of high activity

Where a company has a specific project that requires specialist assistance such as:

  • Managing turnaround situations.
  • Producing financial information for a business plan.
  • Developing budgets and Forecasts
  • Supporting fundraising activities.
  • Assisting with acquisitions – due diligence and integration.
  • Preparing and assisting with the negotiations leading to the sale of all, or part, of a business.
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TAKE THE FIRST STEP TOWARDS A SOLUTION!

Request a free, no-obligation consultation today.