Accounting Firm
Advanced Tax & Estate Advisory Services
- Business Structuring & Reorganizations
- CRA Representation & Disputes Resolution (audits, reviews, objections)
- Owner-Manager Tax & Remuneration Planning
- Estate, Wealth & Legacy Planning
- Succession Planning & Intergenerational Business Transfers
- Business Exit & Divestiture Planning (sale of business)
- Mergers, Acquisitions & Transaction Advisory
- Corporate & Personal Tax Compliance
- Specialty Advisory
Our Plan
Tax Advisory and Estate Planning
We provide practical, tax-smart advice to help you structure and grow your business with confidence. From CRA audits and dispute support to owner-manager planning, estate and succession planning, and business sales or transitions, we guide you through complex decisions with clarity. We also handle corporate and personal tax compliance and offer specialty advisory for unique situations.
Our Services
Accounting Services That Work for You.
Tax Planning & Filing
For Individual, Corporate, and Trust. We will file tax returns on your behalf and respond to CRA queries.
Payroll Management
Develop a cost-to-company tracker which includes monthly salary and other cost elements. Manage monthly payroll through direct deposit.
Financial Planning & Analysis (FP&A)
We will develop templates and automate it for real time decision making. Monthly budgeting template to establish the Annual Operating Plan (AOP).
Compilation, Review, and Audit
Prepare financial statements in compliance with International Financial Reporting Standards (IFRS) or Accounting Standards for private enterprises (ASPE).
Transactions Advisory Services (TAS)
We can develop a financial model with 10-year financial statements for your business and perform sensitivity and scenario analysis to do an impact analysis.
Fractional CFO Services
We offer small businesses the experience and expertise of a high-end CFO without the in-house cost—salary, benefits, and bonuses—of a full-time CFO.
Your One-Stop Shop for Cloud-Based Finance and Accounting Services
with 24 years of Accounting experience
