Most businesses pay three people to each hold a third of the picture — a bookkeeper who can't advise, a tax preparer who sees them once a year, and a consultant who has never opened the ledger. Gordon Group is one CPA holding all of it.
Every client gets the portal, included. Your statements, filings, CRA correspondence, budgets and invoices in one place — current as of the last close, not buried in an email from March. Most firms this size are still sending PDFs and chasing signatures through a shared drive.
Statements, tax returns, CRA letters, budgets and invoices — filed where you can find them, not forwarded where you cannot.
Numbers update when the month closes. You are never reading a figure and wondering how old it is.
Part of the engagement at every level. No per-seat fee, no separate login to buy.
Consolidated net worth across the operating company, the holdco, the trust and personal holdings — one picture of the whole structure, for owners whose balance sheet does not stop at the business.
Engaged together or separately. Each scoped and priced on its own, never bundled by default.
Bookkeeping, a month-end close that lands on a date you can plan around, and financial statements at the assurance level your lender actually requires.
Compliance filed on time and planning done before year-end, on both sides of the border — by a CPA who spent five years in a large international firm's tax group.
The work that turns a set of books into a decision — forecasting, board reporting, and getting ready for the audit, the raise or the sale.
Thirty minutes on your business and where the books are today. You leave with a recommended scope and a price, not a proposal three days later.
Books migrated, QuickBooks or Xero connected, prior year reviewed. You find out what was wrong before it becomes your problem, not after.
Every month, on a fixed day. Statements, dashboard and a short note on what changed and why — in your portal, not your inbox.
A CRA letter, a lender's diligence request, a board deck, an acquisition. Handled by the person who already knows your numbers.
“Closing the books shouldn't take two weeks and a board deck shouldn't be a fire drill. That's the standard every client gets here — no matter how small the team is.”
Tell us about your company — solo, five people, or twenty — and we'll come to the call with a recommended scope and what it would cost.
Book an intro call