Services

Accounting, tax and advisory under one CPA.

Six core services for small and mid-sized businesses, one accountable relationship. Whether you need clean monthly books or a full tax and compliance partner, your file is handled by a CPA from start to finish.

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CPA-led, start to finish Based in Toronto Serving clients across Canada

Bookkeeper reconciling receipts and bank statements on a laptop

01 · Core service

Bookkeeping & Payroll

Accurate monthly books and payroll that runs on schedule, reviewed by a CPA, so you always know where your business stands.

Monthly bank, credit card and loan reconciliations
Transaction categorization and receipt management
Accounts payable and receivable tracking
Payroll processing: direct deposit, pay stubs and ROEs

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CPA reviewing a corporate tax return with a business owner

02 · Business tax

Corporate Tax (T2)

Pay what your corporation owes and not a dollar more. We prepare T2 returns with precision, plan ahead of year-end, and handle the CRA for you.

Complete T2 corporate income tax return and Ontario schedules
Small Business Deduction (SBD) review and optimization
Capital cost allowance (CCA) planning on assets and vehicles
Salary vs. dividend compensation planning for owners

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Couple reviewing their personal tax return with an accountant

03 · Personal tax

Personal Tax (T1)

Accurate, on-time personal tax returns prepared by a CPA, with every credit and deduction you're entitled to.

T1 personal income tax return preparation and e-filing
Family returns and pension income splitting
Rental income (T776) and capital gains reporting
Self-employment income (T2125) and business expenses

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04 · Start right

Incorporation

Find out whether incorporating makes sense for you. If it does, we set your corporation up properly from the first day.

Sole proprietorship vs. corporation analysis
Federal vs. provincial incorporation guidance
Share structure planning for owners and family members
Holding company considerations

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Invoices and a calculator used for HST filing

05 · Compliance

GST / HST Services

HST done correctly: registered when it should be, filed on time, and every input tax credit claimed.

GST/HST registration and small supplier assessment
Monthly, quarterly or annual HST return preparation
Input tax credit (ITC) review and optimization
Quick Method eligibility analysis

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06 · Reporting

Financial Statements

Clear, professionally prepared year-end statements that give you, your bank and your investors an accurate picture of your business.

Compilation engagements (CSRS 4200, formerly Notice to Reader)
Balance sheet, income statement and notes
Year-end adjusting entries and accrual review
Financial statements for bank loans and financing

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How it works

Getting started is easier than you think.

Book a discovery call

Discovery call

A free, no-pressure conversation about your business, your challenges and what you actually need.

Tailored proposal

A clear plan and transparent pricing built around your situation, not a one-size-fits-all package.

Seamless onboarding

We collect your records, set up your systems and take over from where you are, without disruption.

Ongoing partnership

We handle the numbers year-round and flag opportunities early. Your CPA is always one call away.

Free consultation

Stop guessing. Start growing.

Behind on your books, facing a CRA deadline or ready to incorporate? Book a free 30-minute consultation and leave with a clear picture of exactly what you need.

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No commitment. No jargon. Just clear, honest advice from a CPA.