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Determining the level, type, and frequency of services required varies from business to business. The life cycle and future plans of your business play a big role in determining the level of financial planning and strategy required. 

Do you have a team and require some added support or direction? Do you want the full accounting cycle outsourced? 

We want to provide the right service mix to fit your current environment while still advancing your business plan.

 

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Virtual CFO/Controller

Adding CFO services to your business will give you the strategic financial plan and structure you need to help your business succeed. A CFO:

  • Provides financial guidance and strategy
  • Finds ways to increase profit
  • Provides advice on what ideas will be profitable and which should be implemented
  • Organizational Leadership
  • Process improvements for efficiency
  • Enhancing internal controls

Giving you a clear direction, the CFO takes away the guess work, so you can focus your energy on business tasks and know where you stand.

Financial Services

Financial services take you beyond the initial client accounting services to provide some real insight into what the numbers mean.

  • Specialized monthly financial reporting tailored to you business needs
  • Project accounting
  • Budgeting and Forecasting
  • Cash flow management
  • Financial modelling

Add clarity in understanding what the numbers mean and what is happening to your money.

Client Accounting Services

Think of this as your basic bookkeeping needs; The very important foundation of information which all financial decisions are made.

  • GL maintenance
  • CRA compliance (HST, Source Deductions, EHT, WSIB, Etc.)
  • Invoicing, Accounts Receivable and collections
  • Accounts payable and payments
  • Payroll and related programs
  • Coordinating with external auditors

Client accounting services keeps you compliant with all regulatory bodies and ensures all your transactions are effectively being captured

Tax

Our clients receive the best tax planning advice. If you are in an industry, or a special situation that is foreign to us, we have a network of highly skilled tax planning professional at our fingertips to ensure your needs are met.

  • Personal Taxes
  • Corporate Taxes
  • Tax strategies

We handle all CRA inquiries on your behalf in the event of an audit or review.

Tell us about your business

Each and every business is unique, and our rates are tailored to the level of service you require and your individual needs. Our quotes are based on a monthly flat fee, so you never get slapped with an unexpected bill.

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