Tax, accounting and advisory for owners who want clear answers and a steady partner.
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Year-end review
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Seven ways we work with owners and finance teams. Pick one, or combine them.
Firm-owned AI memory and business systems support, so your AI tools work from your best information, safely.
Corporate and personal returns, owner-manager planning and sales tax, filed on time and explained in plain language.
Clean books, a monthly close you can rely on and year-end financial statements you can actually read.
Senior finance leadership on a part-time basis: cash planning, forecasting, board reporting and lender conversations.
Budgets, rolling forecasts and management packs that show what changed and why.
Financial due diligence, deal modelling and integration planning for buyers, sellers and investors.
Canada and US tax questions, plus planning for stock options, RSUs and small business corporation status.
You always know what happens next, who is doing it and what it costs.
A short conversation to understand your business and what you need.
You receive a written scope and fee before any work starts.
A named accountant is on your file, and you can see progress.
We walk through the results and plan the next quarter together.
Filing dates, remittances and year-end tasks are tracked for you, and we tell you what is coming well before it is due.
Dates vary by situation. We confirm yours when we start.
Technology and SaaS
A growing software company gets a steady close and reporting its board trusts.
Equity compensation
A founder and early team understand their options before decisions are made.
Consumer products
Clear cash targets that connect inventory, receivables and payables.
Tell us what you are working on. We will tell you how we can help, and what it would cost.
We reply within one business day.