We provide accurate and professional Review & Compilation engagement services. Our financial statements are easily read and understood by clients, stockholders, financial institutions and third parties. Financial statements are modified on per client basis and presented based on specific industry standards, Canadian GAAP (ASPE) or IFRS. We also provide external Engagement quality reviewer (EQR) services. Have questions about Review (CSRE 2400) or Compilation (CSRS 4200) engagements? Get in touch with us.

For clients requiring targeted procedures (such as inventory counts, revenue confirmations, or financial information), we offer CSRS 4400 engagements that provide precision and peace of mind — without the cost or complexity of an audit. Have questions about Agreed-Upon Procedure engagements (CSRS 4400) ? Get in touch with us.

If you are currently operating a self-employed business and are considering incorporating, let us assist you with that decision. Not only can incorporation provide you with substantial tax savings, it can also shelter you and your family from potential litigation. Contrary to general perception, incorporating has minimal impact on your company's day to day activities. Thinking of incorporating? Let’s discuss your options.

Given our expertise in a variety of industries we have been able to uncover and rectify numerous obstacles that our clients have faced. We encourage the opportunity to discuss your business concerns with us. During this meeting we can develop an approach that has proven successful in the industry, as well as, mitigate your specific risks. From strategic planning to process improvements, we work alongside you to build more resilient operations. Let us help you build a smarter & scalable business. If you would like to know more about our Business Advisory services, please contact us.

Need funding to scale? Throughout our client experiences we have recognized the need of additional funding required by small and mid-size companies, in order to take their business to the next level. We provide a hands on approach assisting clients with obtaining their desired financing needs and presenting them with various lending options with financial institutions. We also assist with preparing lender-ready documentation and navigating the capital-raising process. Need funding guidance or financial planning support? Reach out here.

With our extensive breath of experience in both corporate and personal tax, our clients feel assured that there is a concise and strategic plan put into action for them. We educate our clients about their personalized plans including utilization of RRSP’s, RRIF’s, debt management, retirement planning and budgeting, so that they can be the decision makers of their families’ financial wealth.

We provide integrated tax planning and preparation for both business owners and individuals. From annual filings to multi-year tax strategy, we help you stay compliant — while maximizing after-tax results. Need help with tax planning or filings? Start the conversation with us.

We assist clients in maintaining a full set of financial records including A/R, A/P reports, financial statements and General ledger, along with filing of Income tax, HST returns, and payroll returns, so you can focus on running your business.  We also assist with periodic processing of payroll, journal entries, preparation of reconciliation reports and compiling data for financial summaries, financial statements presentation. Want help staying compliant and organized? We can help.

Need help migrating to QuickBooks Online (QBO)? We assist clients in implementing and transitioning to QBO — ensuring an accurate, secure, and stress-free setup handled by a Certified QBO ProAdvisor.

Don’t worry — we’ve got you covered. We specialize in stress-free migrations, ensuring your financial data transitions accurately and securely (no stray decimals or missing invoices!). Whether you’re moving from another platform or finally parting ways with spreadsheets, we’ll make the process simple, efficient, and yes — even a little enjoyable. We can help.