Services
Accounting and advisory, under one roof.
Books, taxes and planning handled by one firm that knows the whole picture.
Bookkeeping & Cloud Accounting
Your books kept current on a cloud platform, month after month, so you always know where you stand. Available to any organization, on its own or alongside our other services.
- Monthly bookkeeping and bank reconciliations
- Cloud accounting setup and cleanup
- GST/HST tracking as you go
- Completed and reviewed by a CPA
Accounting & Financial Reporting
Financial statements you can rely on, prepared for year-end, lenders, shareholders, and other stakeholders.
- Compilation engagements
- Review engagements
- Year-end financial statements
Tax Planning & Returns
Accurate, on-time filing for you and your corporation, paired with planning that happens before year-end, not after.
- Personal (T1) returns
- Corporate (T2) returns
- T3 trust and estate returns, and final returns for executors
- T4/T5 slips and T5013 partnership returns
- GST/HST filing
- Year-round tax planning conversations
Advisory for Business Owners & Professionals
Practical guidance on structure, cash flow, and growth decisions, from a firm that already knows your numbers.
- Corporate structure and incorporation guidance
- Cash flow and financial planning conversations
- Ongoing advisory as your business changes
Industries we serve
Industries we know well.
Click any industry to see what we look at for that type of client.
- Small business & owner-managed corporations
- Physicians
- Dentists
- Health practitioners & clinics
- Contractors & trades
- Realtors & real estate
- Landlords & rental property
- Holding companies
- Executors & estates
- Don't see your industry?We also work with restaurants, manufacturing, technology, retail, transportation, agriculture, fisheries and more.Contact Us
Bookkeeping for any organization.
Our bookkeeping is open to everyone, including nonprofits, societies, and organizations whose financial statements are audited by another firm. Every file is completed and reviewed by a CPA before it goes out, and we're glad to work alongside your auditor to keep things moving.