Financial Reporting

Financial Statements are the report card of your business. Without them, you can not confidently know how your business is doing and identify areas of potential growth or efficiencies.

Financial statements are required by CRA to file your taxes. These are also a minimum requirement of most banks and lenders before considering a loan application.

As part of every accounting package, we prepare (at a minimum) the following reports/statements:

  • Compilation financial statements
  • Listing of all accounting adjustments made (with explanations) for the period
  • Adjusted trial balance

Tax Compliance

Canada follows a self-reporting system for taxes, where the onus is on the taxpayer to report their income tax along with related schedules. We offer tax preparation services as part of our various service packages.

  • Corporate tax return filing (T2 & Provincial) – We prepare your corporate tax returns in accordance with your long-term tax plan.
  • GST/HST return filing – Preparation & filing with payment assistance.
  • Payroll (T4) return – Filing and CRA remittance support.
  • Investment income (T5) return
  • Personal tax return filing (T1)
  • CRA processing reviews / correspondence

Tax Planning



A comprehensive tax plan is crucial to your long term financial success. A tax-efficient strategy can maximize income and cash flow during your working years and retirement.

Bookkeeping




Our bookkeeping service utilizes cloud-based bookkeeping software such as QuickBooks Online (QBO). We aim to bring your books up-to-date monthly.

Consulting / Fractional CFO & Other Services

Consulting / Fractional CFO
Our Consulting services are aimed at providing you more than just details about your business, but the right information that results in process improvements and drives future plans for growth. We work with you and deliver regular reports relevant to your unique business or industry. These may include:
- Key ratios (regarding liquidity, profitability, turnover, etc.)
- Trend & Variance analysis
- Cash Flow Statements
- Other custom management reports

Other Services We Offer

PST return filing

Provincial Sales Tax return services for clients all over Canada (except for now).

T5018 slips

For payments to subcontractors for construction services provided.

Holding Company Services

Financial statements and tax services for HoldCo at a reasonable add-on price.

Investment Bookkeeping

Bookkeeping for entities holding shares, ETFs, and other investments.

Catch-up Work

We handle past bookkeeping, GST, tax returns, and year-end statements.

Business Plans

We assist in developing structured business plans with forecasts.

Budgeting & Forecasting

Plan and track financial objectives for business growth.

CRA Audit Support

We communicate with CRA on your behalf during audits

Financial Analysi

Cash flow can be a challenge—we bring clarity to your finances..

Keeping Your Business Financially

We provide expert CPA services—from bookkeeping to financial planning—so you can focus on growing your business with confidence.

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