Initial financial consultation to assess needs and goals
Start with an initial financial consultation to understand your needs, evaluate current situation, and define clear goals for a structured and successful financial plan
Incorporating a Company
Incorporating a corporation federally or provincially involves registering your business with the government, enabling legal recognition and certain benefits.
Bookkeeping
Keep business records organized with transaction recording, account reconciliation, and monthly bookkeeping support.
Corporate tax returns
Prepare your corporation's T2 income tax return from available records and discuss filing requirements, missing information, and next steps.
Tax Planning
Review owner-manager tax planning, succession questions, business changes, and the records needed for a planning discussion.
Virtual CFO Advisory
Review cash flow, budgets, forecasts, and financial reports with virtual CFO and strategic controller advisory support.
CRA Audit Support
A CRA audit is a tax assessment where the CRA reviews your financial records to confirm you are: fulfilling your tax obligations. following tax laws.
HST Returns
HST (Harmonized Sales Tax) returns services simplify the process of reporting and remitting sales taxes to the government.
Payroll Services
Payroll services streamline your company’s payroll processes, handling everything from employee salary calculations to tax withholdings and direct deposits.
Data Cleanup
Messy or behind-on books? We reconcile, correct, and organize your financial records so they are ready for tax filing and advisory.