Small to medium-sized enterprises will often need to generate financial statements when dealing with third parties such as banks and creditors, or when preparing to file their annual corporate tax return.  

Our office prepares and issues Compilation Engagements (formerly known as a Notice to Reader), a process that involves gathering your business' financial data, meeting with you to better understand your business, and proposing adjustments to ensure your financial information is accurate and compliant with income tax regulations.  

Not sure what your business needs? Get in touch and we can review your specific requirements and build a plan that works for you.  

We specialize in tax planning and preparation for both corporate entities and individuals, ensuring that our clients take full advantage of available tax-saving opportunities while remaining compliant with Canadian tax laws.

 In the event of a CRA audit or review, our team will help you navigate the process and communicate with CRA on your behalf.

The foundation of accounting, bookkeeping is the process of recording your company’s financial transactions in an organized fashion.  

Up-to-date bookkeeping records allow you to generate financial reports regularly so you can see how your business is performing and make informed decisions.

Whether you have a handful of transactions each month, or hundreds, we can help design a bookkeeping solution that is right for you.  

Our services include: 

• Monthly or quarterly bookkeeping  

• Financial reports 

• Sales tax filing (GST/HST and PST) 

• Payroll 

• AR and AP management 

• Budgeting 

Do you do your own bookkeeping or have a staff member on your team that does it for you? We are happy to review your current system to maximize usefulness and efficiency.  

We offer tailor made consulting and advisory services to assist your business through its start-up, growth, and long-term success.

Each business faces unique challenges. Our experts are here to help you make today’s important decisions and to assist you in developing and implementing your long-term strategic plan.

Our business advisory services include:

• Profit analysis and strategic reporting 

• Bank compliance and financing 

• Business restructuring and succession planning 

• Fractional CFO services