Your accounting
in safe hands.
Grow your business knowing your accounting is in safe hands. We summarize, analyze and report every transaction, manage your payroll across the Greater Toronto Area, and handle your tax payments — so you can focus on your business.
Your accounting
in safe hands.
Grow your business knowing your accounting is in safe hands. We summarize, analyze and report every transaction, manage your payroll across the Greater Toronto Area, and handle your tax payments — so you can focus on your business.
We run our practice like a finance department, not a tax-season storefront. Fixed monthly fees. Cloud-first ledgers. A named lead on every account. Quarterly business reviews where we read out the numbers — and tell you what to do about them.
We run our practice like a finance department, not a tax-season storefront. Fixed monthly fees. Cloud-first ledgers. A named lead on every account. Quarterly business reviews where we read out the numbers — and tell you what to do about them.
Twelve specialist offerings
across the finance lifecycle.
From day-one bookkeeping to a board-grade quarterly package. Buy them individually or stack them into a fixed monthly retainer.
Bookkeeping & monthly close
Daily transaction recording, monthly reconciliation, and a 15-day close calendar. Cloud-first on QuickBooks Online or Xero.
Accounts payable
Vendor onboarding, bill capture via Dext, approval workflows, weekly payment runs. WSIB and CRA remittances tracked to their deadlines.
Accounts receivable
Invoicing on cadence, automated reminders, collections follow-up, and a DSO dashboard you can actually read.
Payroll — GTA & remote
Bi-weekly or semi-monthly. T4, T4A, ROE filings. CRA remittances. WSIB premium reconciliation. EHT calculations.
Benefits & deductions admin
Health benefits, RRSP matching, pension contributions, garnishments. Reconciled to the GL every month.
Contractor & T4A management
Onboarding, payment processing, T4A issuance. Independent-contractor classification reviewed annually.
Corporate tax (T2)
Federal and Ontario corporate returns. Optimization across CCA, capital dividends, shareholder loans, and SR&ED.
HST/GST returns
Quarterly or annual filings. Quick Method vs Regular Method optimization. Input-tax-credit review.
Personal tax (T1)
Owner-operator returns, dividend planning, RRSP/TFSA optimization. Cross-border returns where needed.
Monthly management package
P&L, balance sheet, cash flow, KPI dashboard, and a written commentary, on an agreed monthly date.
Cash-flow forecasting
13-week rolling forecast. Scenario modelling. Covenant-tracking against debt facilities.
Year-end & audit support
NTR or audited financial statement preparation. Audit liaison if you work with an external firm.
Twelve specialist offerings
across the finance lifecycle.
From day-one bookkeeping to a board-grade quarterly package. Buy them individually or stack them into a fixed monthly retainer.
Bookkeeping & monthly close
Daily transaction recording, monthly reconciliation, and a 15-day close calendar. Cloud-first on QuickBooks Online or Xero.
Accounts payable
Vendor onboarding, bill capture via Dext, approval workflows, weekly payment runs. WSIB and CRA remittances tracked to their deadlines.
Accounts receivable
Invoicing on cadence, automated reminders, collections follow-up, and a DSO dashboard you can actually read.
Payroll — GTA & remote
Bi-weekly or semi-monthly. T4, T4A, ROE filings. CRA remittances. WSIB premium reconciliation. EHT calculations.
Benefits & deductions admin
Health benefits, RRSP matching, pension contributions, garnishments. Reconciled to the GL every month.
Contractor & T4A management
Onboarding, payment processing, T4A issuance. Independent-contractor classification reviewed annually.
Corporate tax (T2)
Federal and Ontario corporate returns. Optimization across CCA, capital dividends, shareholder loans, and SR&ED.
HST/GST returns
Quarterly or annual filings. Quick Method vs Regular Method optimization. Input-tax-credit review.
Personal tax (T1)
Owner-operator returns, dividend planning, RRSP/TFSA optimization. Cross-border returns where needed.
Monthly management package
P&L, balance sheet, cash flow, KPI dashboard, and a written commentary, on an agreed monthly date.
Cash-flow forecasting
13-week rolling forecast. Scenario modelling. Covenant-tracking against debt facilities.
Year-end & audit support
NTR or audited financial statement preparation. Audit liaison if you work with an external firm.
You know your number
on day one.
Three packages that cover most of the businesses we work with. Custom scopes are common — these are the starting points, not the cage.
Foundation
Day-one bookkeeping for an owner-operated business. Cloud setup included.
- →Monthly bookkeeping & close
- →HST quarterly filings
- →Annual T2 corporate return
- →Monthly P&L report
- →Email support
Operator
A complete back office for the 5–30 employee business that doesn't need a controller yet.
- →Everything in Foundation
- →AP / AR management
- →Payroll up to 25 employees
- →Monthly management pack
- →Quarterly business review
- →Named senior lead
Fractional CFO
For 30+ employee businesses preparing for growth, capital raise, M&A, or transition.
- →Everything in Operator
- →13-week cash forecast
- →Board financial package
- →Bank & investor liaison
- →Audit preparation
- →2 days/month on-site
Every package includes a free 15-minute intro call, a written engagement letter, and a fixed monthly fee — no surprise invoices, no hourly billing.
You know your number
on day one.
Three packages that cover most of the businesses we work with. Custom scopes are common — these are the starting points, not the cage.
Foundation
Day-one bookkeeping for an owner-operated business. Cloud setup included.
- →Monthly bookkeeping & close
- →HST quarterly filings
- →Annual T2 corporate return
- →Monthly P&L report
- →Email support
Operator
A complete back office for the 5–30 employee business that doesn't need a controller yet.
- →Everything in Foundation
- →AP / AR management
- →Payroll up to 25 employees
- →Monthly management pack
- →Quarterly business review
- →Named senior lead
Fractional CFO
For 30+ employee businesses preparing for growth, capital raise, M&A, or transition.
- →Everything in Operator
- →13-week cash forecast
- →Board financial package
- →Bank & investor liaison
- →Audit preparation
- →2 days/month on-site
Every package includes a free 15-minute intro call, a written engagement letter, and a fixed monthly fee — no surprise invoices, no hourly billing.
Held to the standards
our clients are held to.
Registered Professional Accountant
Authorized representative
Certified ProAdvisor
Certified partner
Registered reporter
Privacy compliant
Held to the standards
our clients are held to.
Registered Professional Accountant
Authorized representative
Certified ProAdvisor
Certified partner
Registered reporter
Privacy compliant
The deadlines we
handle for you.
A calendar of the recurring filings every Canadian business owner has to think about. When you work with us, you stop thinking about them.
T4, T4A, T5 issuance
Last day of February. Statements to staff and contractors, summary to CRA.
WSIB annual reconciliation
March 31. Premium reconciliation against actual wages.
Personal tax (T1)
April 30. Self-employed extension to June 15, balance still due April 30.
Corporate tax balance
2–3 months after FYE. We track it per client.
HST quarterly filings
End of each quarter for quarterly filers. Annual filers in line with fiscal year.
EHT instalments
Monthly for most Ontario employers above the exemption.
Year-end planning
Dividend vs salary, bonus accruals, CCA optimization, RRSP contribution timing.
T2 return filing
Six months after fiscal year-end. We file before the deadline, not on it.
The deadlines we
handle for you.
A calendar of the recurring filings every Canadian business owner has to think about. When you work with us, you stop thinking about them.
T4, T4A, T5 issuance
Last day of February. Statements to staff and contractors, summary to CRA.
WSIB annual reconciliation
March 31. Premium reconciliation against actual wages.
Personal tax (T1)
April 30. Self-employed extension to June 15, balance still due April 30.
Corporate tax balance
2–3 months after FYE. We track it per client.
HST quarterly filings
End of each quarter for quarterly filers. Annual filers in line with fiscal year.
EHT instalments
Monthly for most Ontario employers above the exemption.
Year-end planning
Dividend vs salary, bonus accruals, CCA optimization, RRSP contribution timing.
T2 return filing
Six months after fiscal year-end. We file before the deadline, not on it.
Move your books off your
plate — for good.
Your first 15-minute consultation is free. We'll come back with a fixed monthly fee and a written engagement letter.
Move your books off your
plate — for good.
Your first 15-minute consultation is free. We'll come back with a fixed monthly fee and a written engagement letter.