Professional Services

Accounting and Assurance

  • Financial statement preparation
  • Financial accounting
  • Notice to Reader Engagement Reports
  • Review Engagement Reports
  • Full cycle corporate accounting
  • Sole proprietorships and partnerships
  • Interim financial reporting

Our firm provides services to a wide variety of corporate and personal clients in various tax, accounting, and consulting work engagements.  We serve over 300 corporate and close to 1,000 personal clients.  We have a long history of successfully navigating the small and medium sized business tax and accounting, and personal tax landscape for our customers, and look forward to helping new and existing clients with questions and challenges in a professional and pragmatic way.

Our experienced staff have extensive experience communicating on behalf of clients with the CRA and navigating changes to provincial and corporate tax legislation.

The following is a summary list of services we have experience providing to clients:


  • Sorting, organizing and matching receipts and invoices to bank and  credit card statements
  • Data entry and full cycle accounting
  • Reconciliation of bank and credit card accounts, and other financial data
  • Payroll remittance calculation
  • GST returns

  • New corporation set-up, including minute book and directors and shareholders resolutions
  • Corporate financial planning and analysis
  • Budgeting and cash flow forecasting
  • Corporate operational analysis
  • Personal financial planning and investment review
  • Personal budgeting
  • Contract review
  • Succession planning
  • Estate planning
  • Financial reporting and complex accounting
  • Corporate structure and share issuance
Corporate and Personal Tax

  • Corporat tax returns
  • Personal tax returns
  • GST tax returns
  • Payroll tax account reconciliation and returns
  • T-4 and T-5 slip issuance from corporations to individuals
  • Communicating with CRA on behalf of clients
  • Consultation on completion of CRA forms
  • Research on CRA treatment of tax issues
  • Not-for-profit organizations
  • Section 85 rollovers