Comprehensive Financial Services for Every Stage of Growth

From startup to scale, we provide the expertise you need to navigate Canadian tax regulations and optimize financial performance.

Corporate Tax Preparation

CAD $1,247

Complete T2 corporate tax return preparation with strategic planning to minimize tax liability while ensuring full CRA compliance.

What's Included

  • Complete T2 filing with all required schedules
  • Provincial tax return optimization
  • SR&ED tax credit identification and documentation
  • Capital cost allowance (CCA) optimization
  • Small business deduction maximization
  • Year-end tax planning consultation
  • Prior year comparison and variance analysis

Best For

Incorporated businesses with revenues between $250K and $5M annually who want to minimize tax exposure while maintaining audit-ready documentation.

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Corporate tax documents
Bookkeeping software

Full-Service Bookkeeping

CAD $847/month

Monthly bookkeeping and reconciliation that provides real-time financial visibility and eliminates year-end surprises.

What's Included

  • Daily transaction categorization and coding
  • Bank and credit card reconciliation
  • Monthly profit & loss statements
  • Balance sheet preparation
  • Accounts payable and receivable management
  • HST/GST calculation and filing
  • Payroll processing integration
  • Financial dashboard access
  • Monthly review meeting

Best For

Businesses with 50+ monthly transactions who need accurate financial reporting for decision-making and want to free up internal time for core operations.

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Personal Tax Returns

CAD $387

Individual T1 tax return preparation with focus on investment income, rental properties, and side business optimization.

What's Included

  • T1 General and all required schedules
  • Investment income optimization (T5, T3)
  • Rental property income and expense reporting
  • Self-employment income (T2125)
  • RRSP and TFSA contribution strategy
  • Provincial and federal credit maximization
  • Capital gains/losses calculation
  • Medical expenses and deductions review

Best For

Professionals, business owners, and investors with multiple income sources who want to ensure they're taking advantage of every available deduction and credit.

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Personal finance planning
Financial statements

Financial Statement Preparation

CAD $1,675

ASPE-compliant financial statements prepared for lending institutions, partnership requirements, or stakeholder reporting.

What's Included

  • Notice to Reader engagement
  • Balance sheet preparation
  • Income statement
  • Cash flow statement
  • Notes to financial statements
  • Accounting policy disclosures
  • Bank-ready presentation format
  • Management discussion support

Best For

Businesses seeking financing, fulfilling partnership agreements, or requiring year-end statements for shareholder reporting.

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CRA Audit Support

CAD $2,150

Expert representation during CRA audits and reviews. We handle all correspondence, documentation, and dispute resolution.

What's Included

  • Initial audit notice review and strategy session
  • Complete audit response management
  • Document preparation and organization
  • All CRA correspondence handling
  • Auditor meeting representation
  • Technical position development
  • Dispute resolution and negotiation
  • Notice of objection filing if required

Best For

Businesses or individuals facing CRA audit, review, or reassessment who want experienced representation to protect their interests.

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Audit documentation
Strategic advisory

CFO Advisory Services

CAD $3,200/month

Part-time CFO services providing strategic financial leadership for growing businesses. Get executive-level expertise without the full-time cost.

What's Included

  • Financial modeling and forecasting
  • Cash flow optimization and management
  • Board-level financial reporting
  • KPI tracking and dashboard development
  • Strategic planning support
  • Capital raise preparation
  • M&A transaction advisory
  • Budget development and variance analysis
  • Weekly or bi-weekly strategic meetings

Best For

Companies scaling rapidly ($2M-$20M revenue) who need CFO-level strategic guidance but aren't ready to hire a full-time executive.

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Additional Services Available

Payroll Processing

Complete payroll management including T4 preparation and remittance filing.

Starting at CAD $225/month

HST/GST Filing

Quarterly or annual sales tax preparation and filing.

CAD $175 per filing

Business Incorporation

Federal or provincial incorporation with minute book setup.

CAD $950

Estate Tax Planning

Tax-efficient estate planning and executor support.

CAD $1,450

Our Service Philosophy

Every engagement follows our proven three-phase approach designed to deliver immediate value while building long-term strategic advantage.

Phase 1: Discovery & Setup

We invest time upfront to understand your business model, industry dynamics, and growth objectives. This foundation ensures our work aligns with your strategic goals.

Phase 2: Execution & Monitoring

We deliver the core service with meticulous attention to detail while continuously monitoring for opportunities and risks that merit your attention.

Phase 3: Review & Planning

Every engagement concludes with a forward-looking review that identifies actions to improve your financial position for the next period.

Not Sure Which Service You Need?

Schedule a complimentary consultation and we'll assess your situation to recommend the right approach.

Schedule Consultation