Our services
Everything your business needs, from the ledger to the boardroom.
Five connected services, available together or on their own. Start with clean bookkeeping and grow into advisory and a partial CFO as your business needs evolve.
01
Full-Cycle Bookkeeping
Accurate, up-to-date books handled end to end — from daily transactions to month-end close and government remittances.
Learn about Bookkeeping- Bank, credit card & loan account reconciliation
- Accounts receivable & accounts payable management
- Canadian payroll, T4s, ROEs & source deductions
- HST/GST return preparation & filing
- WSIB premium reporting
- Month-end or quarterly close
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02
Personal Tax Return Preparation
T1 personal tax returns prepared accurately and on time — including self-employed, rental, and investment income.
Learn about Personal Tax- T1 general personal return preparation
- Self-employment & sole proprietor income (T2125)
- Rental income & expenses (T776)
- Investment income, T3, T5 & T-slips
- Capital gains & losses reporting
- RRSP, TFSA & deduction planning
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03
Corporate Tax Return Preparation
T2 corporate returns, GIFI schedules, and HST filings prepared accurately — with proactive planning built in.
Learn about Corporate Tax- T2 corporate income tax return
- GIFI financial statement conversion
- Schedule 1 net income reconciliation
- Schedule 8 capital cost allowance (CCA)
- HST/GST return preparation & filing
- Shareholder loan & dividend planning
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04
Business Advisory
Forward-looking advice on cash flow, growth, budgeting, and structure — turning your numbers into decisions.
Learn about Business Advisory- Cash flow forecasting & management
- Annual budgeting & variance analysis
- KPI dashboard design & tracking
- Pricing & margin analysis
- Business structure review (sole prop, partnership, corp)
- Growth & expansion planning
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05
Partial CFO Services
Senior financial leadership on a fractional basis — strategy, forecasting, and reporting without a full-time salary.
Learn about Partial CFO- Rolling cash flow & financial forecasts
- Strategic financial planning & budgeting
- Banking & lender relationship management
- Board, investor & stakeholder reporting
- Capital allocation & major-purchase analysis
- Pricing strategy & unit economics
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