Services

The right support at every stage.

Choose focused help for a specific need or combine services into an ongoing accounting partnership.

01

Bookkeeping & Monthly Reporting

Clean, current books that help you understand your business throughout the year.

✓ Bank and credit card reconciliations
✓ Accounts receivable and payable reporting
✓ Monthly financial statements
✓ Management reporting and review

02

Corporate Tax

Accurate compliance and thoughtful year-end support for incorporated businesses.

✓ T2 corporate income tax returns
✓ Year-end financial statements
✓ Tax planning and instalment guidance
✓ CRA correspondence support

03

Personal Tax

Professional tax preparation for individuals, families, and owner-managers.

✓ T1 personal income tax returns
✓ Self-employment and rental income
✓ Investment and capital gains reporting
✓ Tax planning for owner-managers

04

Payroll & Compliance

Consistent processing and reporting that keeps your people paid and obligations current.

✓ Payroll processing and direct deposit support
✓ CRA source deduction remittances
✓ T4 and ROE preparation
✓ GST/HST filing support

05

Advisory & Virtual CFO

Financial leadership and forward-looking insight without the cost of a full-time finance team.

✓ Cash flow forecasting
✓ Budgets and performance reporting
✓ Scenario planning and KPI tracking
✓ Process and systems improvement

06

Accounting Cleanups

A clear, structured approach to overdue filings, incomplete books, and historical issues.

✓ Multi-period bookkeeping catch-up
✓ Bank and balance sheet reconciliations
✓ Chart of accounts restructuring
✓ Preparation for outstanding tax filings

Not sure where to begin?

We’ll help you define the right scope.

Discuss your needs