Our Services

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

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

Not Sure What You Need?

Let's talk about your business. We'll assess your needs and recommend the right mix of services to help you move forward.