Our goal is to deliver the best possible experience for our clients so we start with a complimentary discovery meeting to understand your business, key priorities and pain points. Next, we explore packages together and design a customized solution to address your accounting, tax and financial advisory needs.

Below are our packages that we customize to meet your specific needs, ranging from keeping you compliant to providing strategic leadership that takes your business to the next level.


Comprehensive tax compliance (Corporate & Personal taxes, HST, tax planning)

Business review performance session

Cloud bookeeping

Financial statements

Amazing apps, setup and training


Comprehensive personalized financial plan for owner

Forecasting & budgeting

Ongoing support to respond to your questions

CFO consulting


Get ahead of your books and records and tax filings using the latest in Cloud accounting software







Let us handle all your accounting functions and provide you with strategic data driven insights to accelerate business performance





Virtual CFO level services with business insights to take your organization to the next level.  We bring public company level CFO experience at a fraction of the cost


Financial Statements

If you are a business owner, you will need a set of financial statements. As a result, we prepare timely and easy to read Notice to Reader financial statements for you and your stakeholders.

Cloud Bookkeeping

Using the latest in accounting software and cloud technologies, we will take the stress out of bookkeeping, and provide you with paperless, seamless, and time saving approaches to keeping super clean books and records!

Tax Filing and Planning

Whether incorporated or not, you will have to file tax returns annually. We are there to take the anxiety away from filing your Corporate and Personal tax returns. If you are registered for GST/HST, we will also take care of sales tax returns each period to ensure you file accurately and on time. We will deliver tax returns that align to your financial goals and minimize your tax liability!

Financial Planning

We know that businesses are not run in a vacuum and they are inextricably tied to the financial well-being of their owners and shareholders. With our background in Banking, we create easy to follow financial plans to help you meet your financial objectives, whether it’s planning for retirement, saving for a major investment, purchasing a home, or savings for kids education.

Budgeting, Forecasting, and Cash Flow

If you are looking for deeper financial insights to help take your business to the next level we offer Chief Financial Officer like services including forecasting, planning, and cash flow analysis.


Let us take care of your payroll needs with our cloud payroll solution which incorporates direct deposit services. Our solution will also provide completed T4 slips for all employees, as well as quarterly and annual tax payments and filings completed and submitted on time.

Business Plan and Loan Support

Our team brings direct banking experience to prepare high-quality business plans, coordinating closely with banks to simplify the loan application process. We specialize in the Canada Small Business Financing Program (“CSBFP” also known as Canada Small Business Financing Loan / CSBFL), including developing Financial Projections aligned to relevant industry benchmarks.

Connect with us for a complimentary discovery session