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Our Services

Helping to lighten your workload

We offer a wide variety of personal, tailored services to suit all of your business needs.

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Virtual CFO

A Virtual CFO service provides businesses with access to strategic guidance, leadership, and expertise without being physically present in the organization's office. They may assist with decision-making, provide mentorship to existing leadership teams, offer industry insights, and help drive business growth. This service allows small to medium sized businesses to access higher level guidance without the overhead costs associated with hiring a full-time CFO.

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Keep your business on track with our monthly, quarterly and annual bookkeeping packages to suit your business needs. Offering regular review meetings and financial reports, allows business owners to get to grips with their financial position and plan ahead for taxes, growth and expansion. 

We provide both remote and in-person services depending on your location.

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Accounting Software

With a huge variety of software options in the current market, we recognize that one software solution doesn’t fit all business requirements therefore we have partnered with a range of software providers offering free and paid packages, to ensure your business utilizes the best software for your needs.

  • Wave

  • Quickbooks Online and Desktop

  • Freshbooks

  • Xero

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Personal Tax Planning and Preparation

Most Canadians are required to submit an annual T1 personal tax return to CRA. With complex rules and annual changes to tax legislation, allow us to take the burden of ensuring a correct and complete return is submitted to CRA.

Even those who don’t have any income, a submission may be beneficial to qualify for various provincial tax credits and benefits. 

All personal tax returns are filed using the CRA EFile service, giving peace of mind and assurance that CRA will receive submissions by the deadline.

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GST/HST Filing

If your business income exceeds $30,000, then GST/HST filing will required. We can prepare and file your GST/HST returns to keep your business CRA compliant. 

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If your business has employees, let us help you stay on top of payroll processing requirements and payments. We can also assist with WSIB, pension and benefits reporting.

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Business Administration

We know that admin tasks drop down the ever increasing to do list for business owners. We can help with tasks such as invoicing, proposals and vendor payments. No task is too small!

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CRA Representation

As an authorized client representative with CRA, take advantage of us handling correspondence with CRA on your behalf.

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New Business Setup

Daunted by the process of setting up a business? We support you through the early stages and get your business set up for success with the following services:

  • Business structure guidance

  • Business licenses

  • Business plans

  • Software set up

  • CRA set up

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