Tax planning and filing
Corporate and personal returns, owner-manager planning and sales tax.
- Corporate (T2) and personal (T1) returns
- Salary, dividend and ownership planning
- GST/HST and payroll filings
Services
Tax, accounting and advisory, in plain language.
Here is what we do, how it works, what it costs and how to start. If something is missing, ask us.
What we do
Six services. Many clients use two or three together.
Accounting and reporting
Clean books and statements you can read, on a schedule you can plan around.
- Monthly close and reconciliations
- Year-end financial statements and compilations
- Controls and audit readiness
Fractional CFO
A senior finance leader on a part-time basis, without a full-time hire.
- Cash and working capital planning
- Board and lender reporting
- Finance team coaching
Financial budget and forecast modelling
Budgets, rolling forecasts and management packs that explain what changed and why.
- Annual budget and rolling forecast
- Monthly management pack
- Key measures that matter to you
Deal and transaction support
Financial support for buying, selling or raising money for a business.
- Financial due diligence
- Deal modelling
- Integration planning
Cross-border and equity pay
Planning for owners and employees with Canada and US tax questions.
- Stock options and RSUs
- Small business corporation status
- Lifetime capital gains exemption
How it works
Four steps from first call to a steady rhythm.
1
Intro call
We learn about your business and what you need.
2
Scope and fee
You get a written scope and fee. You decide whether to go ahead.
3
Secure onboarding
You upload documents through a secure link. We confirm what we received.
4
Work and review
We do the work, explain the results and agree the next steps.
What it costs
Every engagement starts with a written scope and fee. Tell us your situation and we will quote it.
Advice
By the project or hour
For a specific question or a one-off piece of work.
- Fixed fee where the scope is clear
- Written summary of advice
- No ongoing commitment
Most chosen
Monthly partner
Tax, accounting and a named accountant on call.
- Monthly close and reporting
- Year-end tax and statements
- Deadline calendar kept for you
- Planning sessions each quarter
Leadership
Fractional CFO
Part-time finance leadership for growing companies.
- Cash and forecast ownership
- Board and lender packs
- Set days each week or month
Prices exclude applicable taxes. Replace the bracketed figures with your own fees.
What is a fractional CFO?
A senior finance leader who works with you part-time. You get cash planning, forecasting and board-ready reporting without a full-time hire.
How do you set your fees?
We agree a written scope and fee before work starts. Ongoing work is a fixed monthly fee. One-off questions are quoted by project or by the hour.
Do you work with clients outside Canada?
Yes. We work with private and public companies across Canada and the US, and cross-border questions are part of the job.
Can you help with stock options or RSUs?
Yes. We help employees and founders understand how equity pay is taxed in Canada, and plan around small business corporation status and the lifetime capital gains exemption.
How do I send you documents safely?
After our intro call we share a secure upload link. Please don't send sensitive documents by email.
How quickly will you reply?
Within one business day.
Ready to start? Book a short call.
Tell us what you need. We will suggest the right service and give you a clear fee.
We reply within one business day.