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Our Services

Trusted solutions tailored for small and medium-sized businesses.

Tax Compliance

Ensure full compliance with Canadian tax regulations and filing requirements.

Filings are the baseline. We prepare the returns the business and its owners need.

  • Corporate and personal returns for owner-managed businesses
  • GST/HST reporting
  • Information slips and related filings
  • A deadline calendar agreed at the start of the year
Discuss tax compliance

Tax Consulting

Strategic tax planning and optimization to minimize liabilities and maximize savings.

Planning works before the year is closed, not after the return is due. We look at owner pay, the timing of income and purchases, and what a big year or a sale would mean.

  • Salary and dividend mix for owners
  • Timing of income, purchases, and bonuses
  • Planning ahead of expansion, a sale, or an unusually strong year
  • Plain-language tradeoffs, with the numbers attached
Discuss tax planning

Bookkeeping

Accurate financial record-keeping for informed business decisions.

Monthly books are what make tax, payroll, and financing possible. We keep the ledger current on a cloud accounting file you can open anytime.

  • Monthly bookkeeping and reconciliations
  • Sales tax tracked as you go
  • Onboarding new clients where your books need revision and cleanup
  • Monthly, quarterly and annual reports
Discuss bookkeeping

Part-time CFO

Ongoing financial leadership for reporting, cash flow, and decisions, without a full-time hire.

Some businesses need a finance lead through the year, not only at filing time. A part-time CFO sits with the numbers, prepares what owners and lenders ask for, and helps you decide before the year is closed.

  • Monthly reporting and a cash-flow watch
  • Budgets and forecasts you can explain
Discuss part-time CFO support

Cross-border Taxation

Canadian tax for owners and companies with income, staff, or entities on both sides of a border.

A filing gets harder when the business, the owner, or the pay crosses a border. We handle the Canadian side and flag what has to be lined up in the other country before a move, a foreign company, or cross-border payroll.

  • Canadian returns with foreign income or a foreign affiliate
  • Owner moves, non-resident questions, and cross-border pay
  • Coordination with the filings required in the other country
  • Planning before a transaction, not after the assessment
Discuss cross-border tax

Incorporating

New companies, from the incorporation through the tax accounts that follow.

Incorporating is a core service. We set up the company and the CRA accounts that come with it, so the first year starts with a clean file rather than a stack of missed registrations.

  • Federal or Ontario incorporation
  • Business number, HST, and payroll accounts
  • Owner and share setup from a tax point of view
  • A first-year filing calendar
Discuss incorporating

Financing

Strategic financial solutions and funding options to fuel your business growth and expansion plans.

We are not a lender. We put the financial file in shape so a bank or other funder can make a decision: statements, cash flow, debt, and a story that matches the numbers.

  • Packages for operating lines, term loans, and growth capital
  • Cash-flow schedules tied to how the business actually collects and pays
  • A clear read on what the request can support
  • Coordination while you stay in the conversation with the funder
Discuss financing

Business Plans

Comprehensive business planning and strategy development for sustainable success.

A plan is useful when you can explain every assumption. We build the financial side so the narrative, the forecast, and the historical numbers agree.

  • Forecasts for revenue, costs, hiring, and cash
  • Plans for a startup, a new location, or a lender meeting
  • Updates when the year does not go as modelled
  • A version you can hand to a partner, a bank, or a landlord
Discuss a business plan

Payroll Services

Efficient payroll management, compliance, and employee benefit administration.

Pay has to be right, and the remittances have to leave on time. We run the payroll cycle and keep the CRA payroll account in order.

  • Pay runs, vacation pay, and source deductions
  • Remittances on the frequency CRA assigns to you
  • T4s, records of employment, and year-end slips
  • Coordination with your employee benefit providers
Discuss payroll

CRA Disputes

Expert representation in tax disputes, audits, and CRA communications.

A review letter has a date on it. We read it with you, assemble the support, and handle the correspondence so the response is complete and on time.

  • Reviews, proposals, and reassessments
  • Responses, schedules, and source documents
  • Correspondence with CRA on your behalf
  • Notices of objection when the assessment should be challenged
Discuss a CRA matter

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Tell us which of these is in front of you. The consultation is a working conversation, not a pitch.

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