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OUR SERVICES

How can we make a difference?

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Our Commitment To Our Clients

BEHIND EVERY GREAT BUSINESS IS AN EXCELLENT ACCOUNTANT

We offer a wide range of services dedicated to serving the unique needs of each of our clients.  Our team brings years of experience in providing personal and professional accounting, tax, payroll, and business services to clients from all walks of life, and we have earned the trust of our extensive client base. We look forward to serving your needs equally well.

Our highly-experienced team of specialists provides our clients with the peace of mind that comes from knowing we have the depth of knowledge needed to look after their interests in all the core accounting and financial services. Since each of our clients has a unique background, circumstances, needs, objectives, and hopes, we take the time to listen, to ask the right questions, and to apply our expertise to work closely with each client to discover the best possible plan for meeting their goals. As a result, our clients not only tell us that they appreciate that the focus is on them, but also refer their friends and family to us.

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BANK

APPROVED

Looking for financing for expansion or working capital support? Any financial institute will ask for a financial statement prepared by a Chartered Professional Accountant. Because it provides them assurance and makes the financial statements easier to read and understand.

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DUE

DILIGENCE

Your financial records should be auditable by the potential buyer or the Canada Revenue Agency at any time so that they can complete a comprehensive test to ensure your financial records are fairly presented and accurate. So, that you don't miss out on $$$ from the sale of your business.

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EXIT STRATEGY

We all start our business because we are passionate about our product or services. We often forget why did we start the business and that is to lead a better life and achieve personal growth. We discuss this on day 1, so that we understand your vision and work with you to achieve your dream so that we can ensure you are compliant from the tax point of view to achieve maximum benefit from your business exit.

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TAXATION

  • Personal, Corporate and Estate Return compliance

  • CRA and Provincial Tax Authority Audit Support

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ACCOUNTING

  • Day-to-Day Bookkeeping in a Cloud-based accounting software

  • Secured Document Storage for all your receipts, bank statements and accounting

  • Notice to Reader Financial Statements prepared in accordance with GAAP

  • Fully Automated Payroll Service with confidential individual employee access

  • Direct deposit for CRA payroll remittances and employee salary.

ADVISORY

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  • Comprehensive Financial Intelligence and Performance Reporting

  • Historical Income statement trend analysis

  • Cash flow analysis & Business Plan

  • Financial Forecast & Financial Projection

  • Start-up Consulting

  • Government grants and assistance (IRAP,WINN Etc.)

All Packages Include:
  • RECEIPT CAPTURE SOFTWARE SUBSCRIPTION

  • ANNUAL DELIVERY - ADVISORY MANAGEMENT

  • UNLIMITED FULLY AUTOMATED PAYROLL

  • BASIC AUDIT SUPPORT FROM ANY CRA

  • ACCOUNTING SOFTWARE SUBSCRIPTIONS

  • ANNUAL TAX PLANNING FOR SHAREHOLDER

  • ANNUAL VALUE ACCELERATION ADVISORY MEETING

  • ANNUAL T5 FILING FOR COMPANIES

  • SECURED DOCUMENT STORAGE SUBSCRIPTION

  • UNLIMITED SUPPORT

  • NOTICE TO READER OR COMPILATION REPORT

  • ANNUAL T4 RETURN FILING FOR COMPANIES WITH PAYROLL

Add-Ons

Get all of your service delivery on a quarterly (3 month) basis – Add only $2 per day to any package

 

Get all of your service delivery on a monthly basis – add only $5 per day to any package

 

Get quarterly advisory meeting – add only $2 per day to any package

 

Get monthly advisory meeting – add only $5 per day to any package

 

Get T2 CORPORATE TAX RETURN – add only $2 per day to any package