Services Designed Around Business Reality
Financial support that adapts to how your business actually operates, not how a service package template says it should.
Every business has different financial needs at different stages. A startup requires different support than an established firm preparing for expansion. A seasonal business faces different challenges than one with steady year-round revenue.
Rather than forcing every client into identical service tiers, we design support around actual requirements. Here's what that typically includes.
Comprehensive Bookkeeping & Financial Records
Accurate books are table stakes. What matters is how quickly they're available and how much insight they provide. We handle full-cycle accounting—from transaction categorization through reconciliation and monthly close.
But we go further. When something looks unusual, we investigate. When a pattern emerges, we flag it. When an opportunity appears, we bring it to your attention while it's still actionable.
Monthly financials delivered within five business days of month-end. Unlimited access to current data. Proactive communication about anything that needs attention.
Starting at CAD 847.50 per month
Discuss your needsStrategic Tax Planning & Preparation
Tax optimization is a year-round activity, not a March scramble. We work with clients throughout the year to structure transactions efficiently, time income and expenses strategically, and maximize legitimate deductions.
This includes reviewing your corporate structure to ensure it still makes sense, evaluating income splitting opportunities, planning capital expenditures for optimal tax treatment, and identifying credits and deductions specific to your situation.
For corporations, we handle T2 preparation with full documentation and strategic recommendations for the upcoming year. For owner-operators, we coordinate personal and corporate returns to optimize the overall tax position.
CAD 1,295.75 for corporate tax returns
Start planningCash Flow Analysis & Forecasting
Understanding where cash actually goes matters more than most businesses realize. We build rolling 12-month forecasts that predict cash needs, identify potential shortfalls before they happen, and reveal opportunities to optimize timing.
This service is particularly valuable for businesses with seasonal patterns, long payment cycles, or planned growth that will require working capital investment.
Quarterly updates with monthly variance analysis. Scenario modeling for major decisions. Proactive alerts when patterns shift.
CAD 675.00 per quarter
Explore forecastingPayroll Processing & Compliance
Payroll involves more complexity than it appears—statutory deductions, employer contributions, vacation accruals, benefits administration, and multi-jurisdictional rules for remote employees.
We handle calculations, remittances, T4 preparation, and ROE processing. More importantly, we ensure you're meeting all provincial and federal requirements while optimizing employee compensation structures for tax efficiency.
This includes advising on salary versus dividend decisions for owner-operators, evaluating benefits programs for tax treatment, and ensuring proper documentation for CRA compliance.
CAD 425.25 per payroll cycle
Simplify payrollFinancial Statement Preparation
When you need formal financials for banking relationships, investor discussions, or partner distributions, presentation quality matters. We prepare compilation, review, or audit-ready statements depending on your requirements.
This includes balance sheets, income statements, cash flow statements, and detailed notes. All prepared to professional standards with clear explanations of significant items.
Particularly valuable when seeking financing, bringing on investors, or dealing with any situation where third parties need confidence in your financial position.
CAD 1,125.50 annually
Request statementsBusiness Advisory & CFO Services
Strategic financial guidance without the expense of a full-time CFO. This service brings executive-level financial perspective to major decisions—expansion planning, acquisition evaluation, pricing strategy, profitability analysis by product or service line.
We analyze the financial implications of growth plans, evaluate make-versus-buy decisions, model different scenarios for major investments, and provide ongoing strategic counsel as your business evolves.
Includes monthly strategy sessions, unlimited ad-hoc consultation, and proactive recommendations based on what we observe in your financials.
CAD 2,175.00 per month retainer
Explore advisoryHow We Structure Engagements
Most clients don't need every service. A growing business might require bookkeeping, tax planning, and advisory work but handle their own payroll. An established firm might need comprehensive support across all areas.
We design service combinations based on actual needs, not predetermined packages. During initial conversations, we identify which services address your specific situation, then structure an engagement accordingly.
Pricing reflects scope and complexity. A straightforward bookkeeping engagement costs less than one requiring significant cleanup or dealing with complex transactions. We provide specific quotes after understanding your requirements.
Not sure which services you need?
Start with a conversation about your situationWhat to Expect
Engagements typically begin with a thorough review of your current financial state. This helps us understand where you are, identify immediate opportunities, and establish baseline expectations.
From there, we implement agreed-upon services with clear communication protocols. You'll know when to expect deliverables, how to reach us with questions, and what proactive updates you'll receive.
Most importantly, you'll have professionals who understand your business well enough to provide genuine strategic value rather than just processing transactions.