Our Services

Tax Strategy

There are 2 main types of tax strategies that we help with.

1) Regular ongoing annual income. If you are a business owner you are definitely overpaying your taxes!

2) Capital Gains taxes when you sell your investment properties or your business. If you have a large sale coming up, let’s work together beforehand to help structure it in a way that reduces your taxes significantly.

Tax Return Preparation

Our team is experienced in preparing all types of tax returns. From personal to business to non-profits.

Bookkeeping and accounting management

Online Bookkeeping. Our experienced staff works in the background keeping your books current. We’ve developed a highly efficient system to record your transactions, reconcile your bank and credit card accounts and pay your bills.

Financial statements and reports

What can the numbers tell you about the health of your business? Bookkeeping isn’t only to help you stay on top of your bills and file your taxes. We don’t just send you the numbers. We analyze them to look for trends or “red flags” and make sure that the reports are relevant and useful.

Accounts receivable and accounts payable management

As a business owner, your focus should be on growing your business, not on chasing clients for payments or keeping track of your expenses. Businesses don’t fail because of a lack of profit. Profitable businesses go under when they run out of cash to pay the bills. It happens way too often. We give you the tools to help your business thrive!

Payroll management

Everyone looks forward to payday. Except the person responsible for running it! There are so many details involved with payroll. Tax withholdings, timely filings, w2s, new hire reporting. We know all about it – we’ve been doing it for years. We’ll also handle your employee’s expense reimbursements and time tracking. We make it look easy!

Operational and financial reporting

Monthly reports will be discussed in detail during the monthly and/or quarterly review to ensure an accurate view of the businesses financial position, from cash flow to profit and loss.

Metrics and KPI (Key Performance Indicators) tracking

We provide powerful tools that highlights your favourable and unfavourable trends. These insights will help you indentify which areas may need corrective action.

Financial technology and automation

We will guide you on emerging technology to assist in improving workflows and streamlined systems. We work on a case by case basis to ensure we deliver the correct solution for the each client.

Forecasting and budgeting

Cash flow is important to the success of every business. We assist with preparing forecasts and budgets to help you grow your business. By paying attention to the business’s health you will be best positioned to plan for growth and identify problems.

When was the last time your accountant said to you

"Here's an idea that can save you money"?