Services
Our Core Services
We provide comprehensive accounting, bookkeeping, payroll, tax, audit, financial consulting, and business advisory services. Specializing in industries like construction, retail, technology, real estate, healthcare, and non-profits, we tailor solutions to fit your unique needs. Trust us to handle your financial matters with precision and expertise, so you can focus on growing your business.
Accounting Services
We offer a comprehensive suite of accounting services tailored to your business needs.
Compilation Services
Interim and year-end financial statement preparation.
Bookkeeping
Full-service outsourcing of all accounting functions.
Government Filings
Preparation & Filling of T2s, T3s, T4s, T5s, HST/GST, WSIB and other required forms.
Automated Bookkeeping Solutions
Streamlining workflows with automation to eliminate manual data entry, including scanning receipts, invoices, and bills.
Internal Audit Assistance
Support with internal audits and compliance.
Accounts Receivable Management
Issuance of periodic statements and collections.
Certified QuickBooks Pro-Advisor
Expert services for QuickBooks users.
Compilation Services
Interim and year-end financial statement preparation.
Software Training & Implementation
Expert setup and training on accounting software.
Whether you’re managing real estate investments, portfolios, or private businesses, we provide tailored solutions to address your unique financial needs and help you make informed decisions.
Tax Services
Navigating the complexities of tax laws can be challenging. Our tax experts are here to help you maximize your savings and minimize your liabilities.
Tax Planning
Develop strategic tax plans that align with your financial goals and reduce your tax burden.
Tax Preparation
Ensure accurate and timely preparation of your tax returns, avoiding penalties and maximizing refunds.
Tax Compliance
Stay compliant with ever-changing tax regulations and avoid costly fines with our proactive approach.
Tax Filing
Simplify the tax filing process with our comprehensive support and expertise.
Bookkeeping Services
We provide comprehensive bookkeeping solutions designed to keep your business on track.
Accurate Transaction Recording
Timely entry of all bills, invoices, and financial transactions.
Expense Tracking & Categorization
Detailed tracking of expenses to ensure accuracy and identify cost-saving opportunities.
Bank & Credit Card Reconciliation
Ensuring all accounts are balanced and accurate.
Customized Financial Dashboards
Easy-to-read reports that provide a snapshot of your business's financial health.
Sales Tax Compliance
Preparation and filing of HST/GST returns.
Cloud-Based Bookkeeping
Secure, real-time access to your financial data, anywhere, anytime.
Automated Bookkeeping
Streamlining processes with automation, reducing manual errors and saving time.
Our goal is to take the complexity out of bookkeeping, allowing you to focus on running and growing your business with confidence.
Our Payroll Services
We offer reliable, compliant, and efficient payroll services tailored to the needs of businesses in Ontario
Complete Payroll Processing
Timely and accurate processing of employee salaries, wages, and bonuses.
Tax Deductions & Remittances
Ensuring correct deductions (CPP, EI, and Income Tax) and timely remittance to the CRA.
Year-End Tax Forms
Preparation of T4s and T4As for all employees, contractors, and vendors.
Direct Deposit Setup
Hassle-free direct deposit options for employees to receive their payments on time.
Payroll Compliance
Full adherence to Ontario's employment laws and CRA regulations, ensuring that all required filings and reports are submitted on time.
Benefits Administration
Integration and management of employee benefits, including health and retirement plans.
Vacation & Sick Leave Tracking
Managing and tracking employee leave entitlements and accruals.
Record of Employment (ROE) Preparation
Accurate and timely generation of ROEs for employees, as required by Service Canada.
Employee Reporting
Regular payroll reports for easy tracking of wages, taxes, and other deductions.
Payroll Software Integration
Seamless integration with your existing accounting or HR software for greater efficiency and accuracy.
Audit & Reconciliation
Regular audits and reconciliations to ensure payroll records are correct and up to date.
Our goal is to provide worry-free payroll services that ensure compliance, accuracy, and timely payments, so you can focus on growing your business.
Finance Services
Achieve financial stability and growth with personalized financial solutions tailored to your unique goals.
Financial Planning
Develop a clear, actionable roadmap for your financial future with expert guidance on budgeting, goal-setting, and wealth-building strategies.
Investment Advisory
Make confident, informed investment decisions with personalized advice from our experienced advisors, tailored to your risk tolerance and financial objectives.
Wealth Management
Protect, preserve, and grow your wealth through comprehensive strategies that focus on long-term growth, asset protection, and tax efficiency.
Retirement Planning
Secure a comfortable future by planning your retirement with customized strategies to ensure you have the resources you need for a worry-free retirement.
Financial Reporting Services
We provide detailed and accurate financial reports to help you make informed business decisions
Income Statement (Profit & Loss)
A comprehensive view of your revenue, expenses, and profitability over a specific period.
Balance Sheet
A snapshot of your company's financial position, detailing assets, liabilities, and equity.
Financial Forecasting
Projecting future financial performance based on current and historical data, helping you plan for growth and address challenges.
Quarterly & Annual Reports
Comprehensive summaries of financial performance over the quarter or year to support strategic planning and investor relations.
Custom Financial Dashboards
Interactive, easy-to-read reports that provide a real-time snapshot of your business’s financial health.
Cost Analysis Reports
In-depth reporting to analyze expenses, identify cost-saving opportunities, and improve profitability.
Cash Flow Statement
A report showing the inflows and outflows of cash, helping you track liquidity and manage cash flow effectively.
KPI (Key Performance Indicator) Reports
Tailored reports tracking specific business metrics such as revenue growth, gross margins, or customer acquisition costs.
Accounts Receivable & Payable Reports
Detailed reports on outstanding invoices and payables to help manage your cash flow and collections.
Tax Reporting
Clear and accurate reports to simplify tax filings and ensure compliance with local and federal regulations.
Variance Analysis
Assessing the differences between forecasted and actual financial data to help you adjust business strategies and improve performance.
Budget vs. Actual Reports
Comparing projected budgets with actual financial performance to identify variances and adjust strategies accordingly.
Our financial reporting services ensure you have accurate, timely insights into your business’s financial status, empowering you to make informed decisions and drive growth.
Audit, Review & Compilation Engagement Services
We provide a range of assurance services to meet the needs of businesses of all sizes, ensuring compliance and providing confidence in your financial reporting
Audit Engagements
- Thorough, independent examination of financial statements in accordance with auditing standards.
- Provides the highest level of assurance regarding the accuracy and reliability of your financial statements.
- Required for certain entities, investors, and lenders to meet regulatory or financial reporting requirements.
- Identifies potential risks and control weaknesses, offering recommendations to strengthen internal controls.
Review Engagements
- Helps ensure your financial statements comply with accounting standards and provides peace of mind for stakeholders.
- Typically used for smaller companies or businesses where a full audit is not required but a higher level of assurance is needed.
- Offers a moderate level of assurance that your financial statements are free of material misstatements.
- Limited assurance engagement that involves inquiry and analytical procedures to evaluate financial statements.
Compilation Engagements
- Cost-effective option for small businesses, startups, or those with less complex financial needs.
- Cost-effective option for small businesses, startups, or those with less complex financial needs.
- Provides clarity and organization in financial reporting, but with a lower level of scrutiny compared to audits or reviews.