Services
Accounting, corporate and personal tax, trusts and estates, bookkeeping, financial statements, HST/GST, payroll, and business advice. The aim is to help clients grow and protect a business, plan further ahead, and meet reporting obligations.
Who the firm works with
Owner-managed businesses, professionals, consultants, contractors, service businesses, and entrepreneurs. Many clients are in the Greater Toronto Area. The same accounting and tax needs show up across Ontario.
The ideal client wants professional advice, is willing to stay organized, and is making decisions they want to understand. The relationship works best when it continues through the year.
Industries we see often
- Professional services and consulting
- Real estate-related businesses
- Construction
- Retail and hospitality
- Healthcare professionals
- Technology
- Other family-owned and owner-managed corporations
When it is time to call
A business should bring in a professional accountant when deadlines are stressful or missed, the CRA has asked for an audit or review, bookkeeping is inconsistent, cash flow is unclear, revenue is growing, employees are being hired, or the owner does not have reliable financial reports.
- Thinking about starting a business, incorporating, or becoming self-employed
- Registering for HST, hiring, or taking money out of a corporation
- Falling behind on filings or receiving CRA correspondence
- Needing financial statements, a financing package, or a clearer read on performance