Services

Accounting, tax and advisory. From the firm that already knows your numbers.

Most businesses end up with the work split three ways — someone keeping the books, someone filing the return, and someone to call when a decision needs numbers behind it. What falls between them is context. Here it is one relationship, with each piece scoped and priced with its limits stated.

Engaged on its own or alongside the rest

Accounting

Clean books, a close that lands on a date you can plan around, and management reporting your board or your lender can actually read.

Monthly bookkeeping & close
Transactions recorded and reconciled, the close finished on a fixed day each month, and reported the same way every time so the trend means something.
Management reporting & dashboards
Revenue, margin, cash and runway on the first screen of the portal, with the statements behind it — current between closes, not as at a month-end you have already forgotten.
GST/HST filing & recovery
Returns prepared and filed on your frequency, with input tax credits reviewed rather than assumed — the most commonly under-claimed line in an owner-managed business.
Payroll & remittance compliance
Source deductions, T4s and T5s filed on time, with the worker-classification question answered before CRA asks it.

Engaged on its own or alongside the rest

Tax

Compliance filed on time and planning done before year-end, for Canadian corporations and the people who own them — with CRA handled when it writes.

Canadian corporate & personal tax
T1, T2 and GST/HST filings, handled as part of your regular close — no year-end scramble, no surprise balance in April.
Owner-manager & estate planning
Salary versus dividend, RRSP and TFSA positioning, estate freezes, family trusts and succession — planning done before the year ends, when it still changes the answer.
CRA audit defense & tax controversy
Representation, submissions and objections handled by someone who speaks CRA's language — so you don't have to.
SR&ED claims
The financial side of a Scientific Research and Experimental Development claim: eligible expenditures identified, costed and tied to the books. Larger or more technical claims are prepared with a partner firm that focuses on SR&ED, and any referral fee is disclosed to you in writing before you engage.

Engaged on its own or alongside the rest

Advisory

The CFO-level work that turns a set of books into a decision: forecasting, board reporting, transaction readiness, and the systems work underneath all of it.

Fractional CFO / Controller
Controller- and CFO-style advice without a full-time hire: a monthly review call on cash, margin and budget, a quarterly pack for your lender, investors or board, and help with pricing, hiring and financing decisions as they come up. Priced as the Advisory layer, from $3,000 a month on a Books tier, with the scope set in the engagement letter.
Board & investor reporting
The package your board actually reads — built once, produced every month, and defensible line by line when somebody asks.
FP&A, budgeting & forecasting
A model that ties to the books, updates with the close, and tells you what changed rather than restating what you already knew.
Readiness for your auditor or acquirer
Books, schedules and support prepped so the audit firm, the lender or the acquirer is never waiting on you — and so diligence doesn't reprice the deal. Another firm performs the audit; this is the work that gets you through theirs.
AI adoption & process transformation
Improve margins today and increase the business's value at a future sale — built on having run the finance function through the change, not on having advised someone else to.
Systems implementation & change management
ERP and systems selection, implementation and adoption — leading teams through the change without disrupting the close.

The accountant who files your return should be the one who already knows why the number moved.

That is the whole argument for keeping accounting, tax and advisory in one place.

Not sure what you need yet? Start with a conversation.

Thirty minutes on the company and where the books stand. The call ends with a recommended starting scope — no commitment.

Book a conversation