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Your books, your returns, your next decision.

Accounting, tax and advice for owner-managed businesses and individuals in the Greater Toronto Area.

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Services

Four core services, looked after by the same accountant.

Start with one. Add others as the business grows.

  1. Accounting & Bookkeeping

    Monthly bookkeeping, a month-end close on a fixed date, and financial statements a lender will accept.

    More on Accounting & Bookkeeping

  2. Tax Planning & Preparation

    T2 corporate and T1 personal returns, HST filings, CRA letters, and an autumn planning review.

    More on Tax Planning & Preparation

  3. Business Advisory

    Cash flow forecasts, budgets and reporting a board or lender can act on, on a monthly retainer.

    More on Business Advisory

  4. Corporate & Compliance

    Incorporation, CRA and registry filings, HST and payroll registration, WSIB and provincial sales tax.

    More on Corporate & Compliance

Seven specialist services as well, from payroll to cross-border work. All 11 services

Who we work with

For businesses with a lender and a payroll, but no finance department.

Twenty staff means the same reporting as two hundred, with nobody whose job it is.

Or start from where the business is: starting, growing, borrowing, or selling.

Personal tax returns too. What to bring · When it is due

How an engagement runs

A call, a written scope, then a calendar we keep.

Nothing is billed before both sides sign an engagement letter. Then the same four steps every year.

  1. Step 1

    Discovery

    A thirty-minute call about the business, the state of the records and anything overdue.

    Week 1
  2. Step 2

    Onboarding

    Read-only access to the books, a written engagement letter, and a filing calendar for the year ahead.

    Weeks 2 to 3
  3. Step 3

    Ongoing work

    The close runs on the agreed dates and returns go in ahead of time. Questions are answered by whoever prepared the numbers, usually the same day.

    Monthly
  4. Step 4

    Annual review

    The year so far, the tax position, and what changes for the next twelve months.

    Each autumn
The process in detail

Tell us where things stand.

Say what the business does and what is worrying you. Within one business day you get what the work involves, roughly what it costs, and when we could start.

Get in touch

We usually reply within one business day.