Our Service Offerings:

Bundled Services and Packages

Bundled Services for Small Businesses

(Financial statements, returns, and guidance)

Accounting and Assurance Support

  • Monthly financial analysis
  • Accounting software consulting and implementation
  • Bookkeeping
  • Budgets: corporate and personal
  • Cash flow projections
  • Profitability analysis
  • Bank financing applications
  • Government reporting requirements
  • Year-end financial statements
  • Audit support preparation services

Business Advisory

  • Financial management mentoring and oversight (Virtual CFO)
  • Monthly/quarterly monitoring and review
  • Cash management
  • Strategic business planning
  • Strategic business plan writing

Fixed Fee Bookkeeping Packages

(Reliable financial data entry)

Taxation (Personal & Business)

  • Tax management and planning
  • Corporate and personal tax returns
  • Corporate reorganization
  • Incorporation tax structures
  • Estate and inheritance planning
  • Family trusts
  • Cross-border taxation issues
  • Commodity tax services
  • Immigration and emigration tax planning
  • GST, PST & HST Issues

Technology Advisory

  • Enterprise architecture
  • Technologies audits (Health Checks)
  • Technology management mentoring and oversight (Virtual CIO/CTO)