Our Services
Strategic Accounting, Tax, and Financial Leadership for Every Stage of Business
We offer a full suite of financial services designed to support businesses from startup ($0) to scale ($2M+).
Below is an overview of our 5 core service lines.
High‑level financial strategy for growing businesses ($2M+).
Our Fractional CFO & Advisory services provide executive‑level financial leadership without the cost of a full‑time hire. We help you make smarter decisions, improve profitability, and plan for long‑term success.
Fractional CFO & Advisory
Key Features:
Strategic financial planning
Cash flow optimization
KPI dashboards & reporting
Budgeting & forecasting
M&A readiness & advisory
Capital raising support
Ideal for growing companies that need senior‑level financial leadership to guide strategy, profitability, and long‑term decision‑making.
Your full financial operations department. ($2M-$250k)
Our Controllership Services provide complete oversight of your day‑to‑day financial operations including bookkeeping, A/R, A/P, payroll, and year‑end tax filing. We essentially run your entire finance division.
Controllership Services
Key Features:
Monthly bookkeeping
Accounts payable & receivable management
Payroll processing
Monthly financial reporting
Vendor & customer workflow management
Annual corporate tax return included
Ideal for businesses that have moved beyond basic bookkeeping and need a fully managed, day‑to‑day finance department to support growing operational demands.
Essential financial support for small businesses ($250K & under).
Our Bookkeeping & Accounting service is designed for smaller businesses that need clean books and clear monthly financial reports. Without the complexity or cost of full operational support.
Bookkeeping & Accounting
Key Features:
Monthly bookkeeping
Bank & credit card reconciliations
Transaction categorization
Monthly financial statements
Add‑ons available for A/R, A/P, payroll, and tax
Ideal for small businesses that only need core bookkeeping and straightforward monthly financial reporting.
Tax Planning & Compliance (Business & Personal Returns)
Proactive tax strategy and accurate filing.
Our Tax Planning & Compliance service covers both business and personal tax returns, supported by year‑round planning to minimize tax liability and avoid surprises.
Key Features:
Corporate tax returns (T2)
Personal tax returns (T1)
Owner‑manager compensation planning
Tax‑efficient investment & retirement planning
CRA correspondence & audit support
Ideal for business owners and individuals who want proactive tax planning, seamless coordination between corporate and personal returns, and accurate, stress‑free filing.
Business Incorporation Services (Federal & Provincial)
Start your business with the right structure from day one.
Our Business Incorporation service helps entrepreneurs legally establish their corporation while ensuring the setup aligns with future tax planning and growth.
Key Features:
Federal or Ontario incorporation
NUANS name search and registration
Preparation and filing of Articles of Incorporation
Digital incorporation documents delivered through our secure portal
Guidance on next steps (CRA registration, banking, bookkeeping)
Ideal for entrepreneurs and small business owners who want a fast, compliant, and stress-free incorporation process with professional support from an accounting firm.