Our Services
Core Accounting & Bookkeeping Services
-Bookkeeping: Recording daily financial transactions, accounts payable/receivable, ledgers
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-General Ledger Maintenance: Periodic review and adjustment of general ledger entries
-Trial Balance Preparation: Generating trial balances to ensure books are balanced
-Financial Statement Preparation: Monthly/quarterly/year-end financials (P&L, balance sheet, cash flow)
-Bank and Credit Card Reconciliations: Matching books with bank and credit card statements
Taxation Services
Corporate Tax Preparation (T2): Preparing and filing corporate income tax returns with CRA
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-Personal Tax Preparation (T1): Filing for business owners, individuals, and sole proprietors
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-GST/HST Returns: Preparing and submitting Goods & Services Tax returns
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-Tax Planning & Advisory: Structuring income, deductions, and investments to minimize taxes
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-Payroll Tax Remittances: Calculating and submitting CPP, EI, and income tax to CRA
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-Trust & Estate Tax Returns (T3): Filing returns for trusts and deceased persons' estates
Service Name
-Payroll Processing: Managing employee wages, deductions, and compliance
-T4, T4A, T5, T5018 Slips: Annual reporting for employees, contractors, and interest payments
-ROE (Record of Employment): Preparing ROEs for terminated or laid-off employees
-WSIB/WCB Reporting: Filing workplace insurance and claims-related paperwork
-Employee Benefits Reporting: Accounting for benefit programs and taxable allowances
Audit & Assurance (for licensed firms)
Compilation Engagements (Notice-to-Reader): Preparing unaudited financial statements
-Review Engagements: Limited assurance – usually requested by banks or investors
-Audit Engagements: Full financial audits – for regulatory compliance or stakeholders
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-Internal Audit Services: Evaluating internal controls and operational efficiency
-Special Purpose Reports: Reports on grants, subsidies, or contractual compliance
Business Advisory & Consulting
Fractional CFO Services: Part-time CFO support for strategic guidance and financial leadership
-Financial Forecasting & Modeling: Building 3–5 year forecasts, scenario models, and what-if analysis
-KPI Development & Monitoring: Defining and tracking key performance indicators
-Strategic Planning & Growth Advisory: Supporting funding rounds, investor readiness, and M&A strategy
-Board & Investor Reporting: Preparing executive-level financial dashboards and presentations
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-Cash Flow Planning: Proactive cash flow analysis and liquidity risk management
-Budgeting & Variance Analysis: Preparing budgets and analyzing actuals vs. forecast
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-Banking & Capital Advisory: Liaising with banks and assisting with financing strategy
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-Operational Efficiency Reviews: Identifying cost-saving opportunities
-Finance Team Oversight: Mentoring internal accountants/bookkeepers or acting as interim head of finance
Industry-Specific Accounting
Nonprofits & Charities: Fund accounting, donation tracking, CRA T3010 filings
-Construction & Trades: Job costing, progress billing, holdback tracking
-Retail & E-commerce: Inventory management, merchant reconciliation, sales tax compliance
-Real Estate & Property Management: Rent roll accounting, capital cost allowance, trust accounting
-Healthcare Professionals: Clinic payroll, billing reconciliation, incorporation benefits
-Freelancers & Consultants: Income tracking, expense categorization, self-employment taxes
Technology & Cloud Accounting
Cloud-Based Bookkeeping: Setting up and maintaining QuickBooks, Xero, or similar platforms
-App Integrations: Connecting POS systems, CRMs, or payment platforms (e.g., Stripe, Shopify)
-Automation of Workflows: Using software to streamline invoicing, payroll, and reporting
-Data Migration & Cleanup: Transitioning from manual or legacy systems to digital platforms
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-Software Training & Support: Educating clients or staff on bookkeeping software
Additional Add-On or Value-Added Services
CRA Audit Support & Representation
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-SR&ED Tax Credit Applications
-Business Plan Financials
-KPI Dashboards & Performance Reports
-Virtual Controller Services
-Outsourced Finance Department Setup