How We Help Your
Business Thrive
From day-to-day bookkeeping to high-level financial strategy, and tax, our team delivers solutions tailored to your unique business needs.
NTR Engagements
Notice to Reader financial statements compiled with professional standards and attention to detail. We ensure your financial statements meet all regulatory requirements.
- Annual NTR financial statements
- Compilation of financial data
- CPA-prepared documentation
- Compliance with CSRS 4200
T2 Corporate Tax
Comprehensive corporate tax preparation and planning to minimize your tax burden while maintaining full compliance with CRA requirements.
- T2 return preparation & filing
- Tax planning & optimization
- SR&ED credit assessments
- CRA audit support
Tax Planning
Year-round planning that keeps more of what your business earns — from salary versus dividend decisions to estate and succession planning.
- Owner-manager compensation strategies
- Small business deduction planning
- Income splitting within the tax rules
- Estate and succession planning
Corporate Reorganizations
Restructure ownership on a tax-deferred basis — protect the value you've built, share growth with family, or hand the business to the next generation.
- Section 85 rollovers
- Estate freezes
- Share restructurings and family trusts
- Business succession planning
CRA Tax Help
Dealing with CRA letters, audits or overdue filings? We represent you, resolve the issue, and put a plan in place so it doesn't happen again.
- CRA audits and reviews
- Overdue corporate, personal and GST filings
- Penalty and interest relief requests
- Payment arrangements and collections
CFO Advisory
Fractional CFO services that bring executive-level financial strategy to your business without the full-time cost. Perfect for scaling companies.
- Cash flow forecasting
- Financial modeling & budgeting
- Investor & board reporting
- Growth strategy & KPI tracking
Bookkeeping
Reliable, accurate bookkeeping that keeps your financial records organized and ready for reporting, tax filing, or audit at any time.
- Monthly reconciliation
- Accounts payable & receivable
- Payroll processing
- Cloud-based accounting setup
Financial Advisory
Strategic financial advice backed by data to help you make confident decisions about your business's future and operational efficiency.
- Business valuation
- Merger & acquisition support
- Profitability analysis
- Risk assessment & mitigation
T1 Personal Tax
Accurate and thorough personal tax return preparation for individuals, business owners, and self-employed professionals. We make tax season stress-free.
- T1 personal return preparation & filing
- Self-employed & rental income
- Capital gains & investment income
- CRA review & reassessment support