Most firms make you choose: a bookkeeper who can't advise, a tax preparer who sees you once a year, or a consultant who has never opened your ledger. Here it's one relationship. Each engagement is scoped and priced on its own — never bundled by default.
Clean books, a close that lands on a date you can plan around, and financial statements at the assurance level your lender or shareholders actually require.
Categorized transactions, reconciled accounts, and a close that finishes on a fixed monthly date — on QuickBooks Online or Xero.
A dashboard built around the KPIs that actually matter for your business — not a generic report template.
Compiled financial information under CSRS 4200 — what most people still call a Notice to Reader — prepared under the framework that fits your business: ASPE, IFRS, or US GAAP.
Limited assurance under CSRE 2400, when a lender, investor, or shareholder agreement asks for more than a compilation but less than an audit.
Source deductions, T4s and T5s filed on time, with the worker-classification question answered before CRA asks it.
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 and came out still liking it.
T1, T2 and GST/HST filings, handled as part of your regular close — no year-end scramble, no surprise balance in April.
Salary versus dividend, RRSP and TFSA positioning, estate freezes, family trusts and succession — planning done before the year ends, when it still changes the answer.
Representation, submissions and objections handled by someone who speaks CRA's language — so you don't have to.
1040, 1120 and informational filings for businesses and individuals with US exposure, including treaty positioning.
Contemporaneous documentation and T106 compliance for cross-border related-party transactions.
Entity setup, economic nexus assessment, US sales and use tax, and the structuring questions that are cheap to answer early.
The CFO-level work that turns a set of books into a decision: forecasting, board reporting, transaction readiness, and the systems work underneath all of it.
Financial strategy, forecasting and close-process improvement for growth-stage companies that need CFO-level thinking without a full-time hire.
The package your board actually reads — built once, produced every month, and defensible line by line when somebody asks.
A model that ties to the books, updates with the close, and tells you what changed rather than restating what you already knew.
Books and schedules prepped so your auditor, lender or acquirer isn't waiting on you — and so diligence doesn't reprice the deal.
Improve margins today and increase the business's value at a future sale. Built on a close compressed from fourteen days to two and a half.
ERP and systems selection, implementation and adoption — leading teams through the change without disrupting the close.
“The accountant who files your return should be the one who already knows why the number moved. That is the whole argument for keeping accounting, tax and advisory in one place — and the reason most businesses end up paying three people to each hold a third of the picture.”
Tell us about your company and we'll recommend a starting scope — no commitment.
Book an intro call