How we can help
We are an advisor team with the training and experience, uniquely equipped to offer small business owners a broad range of expertise, from strategic management and leadership to financial accuracy, tax optimization, and compliance. This combination provides small businesses with the comprehensive support needed to make informed decisions, manage risks, ensure financial stability, and drive sustainable growth.
Bookkeeping and Financial Statements
Bookkeeping Services: Offering regular bookkeeping services such as recording financial transactions, maintaining ledgers, reconciling bank statements, and tracking accounts payable/receivable.
Financial Statements Preparation: Preparing and presenting financial statements (balance sheets, income statements, cash flow statements) for businesses to track their financial performance and comply with legal requirements.
Payroll Services: Calculating and processing employee payroll, managing deductions (e.g., CPP, EI, and tax withholdings), and filing payroll remittances with the CRA.
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Tax Preparation and Filing
Personal Tax Returns: Filing income tax returns for individuals, including T1 returns for employees, self-employed individuals (partnerships and proprietorships), and retirees.
Business Tax Returns: Preparing corporate tax returns (T2) for small to medium business corporations.
Trust Tax Returns: Preparing T3 Trust Income Tax and Information returns for estates, family trusts and bare trusts.
Advisory Services
Business Consulting: Offering strategic advice, planning, budgeting, and financial management to help clients improve profitability, grow and manage cash flow effectively.
Startup Advice: Helping new business owners with entity structure (e.g., sole proprietorship, corporation), business registration, and understanding financial obligations.
Budgeting and Forecasting: Assisting businesses in creating budgets, setting financial goals, and forecasting future financial performance.
Cash Flow Management: Advising clients on effective cash flow management, including how to handle short-term financing needs and managing working capital.
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