One team. Four ways
we look after you.
Whether you need a single return done well or a full-stack finance function, the engagement is built around you — never the other way around.
Tax
Plan ahead. File on time. Pay less, legally.
From personal returns to corporate filings and cross-border questions, we build a tax strategy around your full picture — not just last year's numbers.
- Personal & corporate tax returns
- Year-round tax planning & estimates
- GST/HST and indirect tax
- Cross-border & non-resident filings
- CRA correspondence and reviews
Bookkeeping
Clean books, every month, no excuses.
Modern cloud bookkeeping with monthly close, reconciliations and management reports — so you always know exactly where the business stands.
- Monthly reconciliations & close
- Payroll setup and processing
- AP / AR workflows
- Cloud stack: QuickBooks & Xero
- Monthly reporting package
Audit
Independent assurance, calmly delivered.
Audit, review and compilation engagements with a clear scope, fixed timelines and zero surprises — for stakeholders who need confidence in the numbers.
- Audit engagements
- Review engagements
- Compilation engagements
- Internal control assessments
- Special-purpose reports
Consulting
Fractional finance brainpower, on call.
Forecasting, pricing, financing decisions and the founder questions that don't fit on a tax return. We're the finance team you call before the big call.
- Fractional CFO services
- Cash flow & forecasting models
- Business structure & incorporation
- M&A and transaction support
- Strategic financial advisory