Below are the six core services we offer. Many clients combine multiple — for example, monthly bookkeeping plus year-end corporate tax — into a single engagement at a flat monthly rate. Book a free consultation and we'll build a package that fits your needs.

i
Bookkeeping ledger and calculator
Service One

Bookkeeping & Accounting

Meaningful, well-organized financial records that let your business run more efficiently every day. We handle the full bookkeeping cycle — or work alongside your in-house team — to ensure your numbers are clean, current, and CRA-ready when you need them.

  • General ledger & financial statement preparation
  • Monthly, quarterly, or annual bookkeeping cycles
  • Cloud accounting setup (QuickBooks, Xero, Sage)
  • Bank & credit-card reconciliation
  • Compilation of financial statements (NTR)
  • Accounting system setup for new businesses
Discuss Your Bookkeeping
ii
Corporate tax documents being reviewed
Service Two

Corporate Tax Services

We take a proactive — not reactive — approach to corporate tax. By staying current on tax law and CRA guidance, we identify legitimate planning opportunities that minimize your current and future tax liabilities, while ensuring full compliance with all filings and remittances.

  • T2 corporate income tax returns
  • GST/HST registration & quarterly filings
  • Year-end tax planning & strategy
  • Owner-manager remuneration planning
  • Provincial & federal commodity tax compliance
  • CRA correspondence & audit representation
Discuss Corporate Tax
iii
Personal tax planning documents
Service Three

Personal Tax Returns

T1 returns prepared by a CPA — not seasonal staff. We handle individuals, sole proprietors, self-employed professionals, and complex estate or matrimonial scenarios. Year-round tax planning included with every engagement.

  • T1 personal income tax returns
  • Self-employment & rental income reporting
  • RRSP, TFSA, FHSA optimization
  • Tax considerations in matrimonial settlements
  • Tax-effective retirement & estate planning
  • Trust & estate (T3) returns
Discuss Your Personal Tax
iv
Business consulting meeting
Service Four

Business Consulting

We gauge our worth by the personal and business successes of our clients. Beyond compliance, we help you identify what's holding the business back — and develop practical, technically sound solutions that move the numbers in the right direction.

  • Business valuations
  • Buying or selling a business
  • Business process improvement
  • Accounting software selection & implementation
  • Financial & retirement planning
  • Estate planning
Talk Strategy with Us
v
Audit and analytics review
Service Five

Audit & Review Engagements

Independent audit, review, and compilation engagements that meet lender, regulatory, shareholder, and not-for-profit requirements — delivered with the rigor of a national firm and the personal attention of a boutique one.

  • Full audit engagements (CAS standards)
  • Review engagements
  • Compilation engagements (NTR)
  • Not-for-profit audits & T3010 filings
  • Lender-required financials
  • Internal control reviews
Request an Audit Quote
vi
Payroll processing documents
Service Six

Payroll & Government Remittances

Full-service payroll administration for small and growing teams. We file accurately, on time, and keep you fully compliant with CRA, WSIB, and provincial requirements — so you can focus on running the business.

  • Bi-weekly & monthly payroll runs
  • Source deductions (CPP, EI, income tax)
  • T4, T4A, T5 slip preparation
  • WSIB & EHT filings
  • Records of Employment (ROE)
  • Year-end payroll reconciliations
Outsource Your Payroll
Get Started

Not sure which service you need? Let's talk.

Most clients combine two or three services into a flat-fee monthly engagement. Book a free consultation and we'll recommend the right mix.