Regardless of your size or industry, we can deliver financial solutions specific to you.

We differentiate ourselves from larger, national firms, by working closely with you to create a personalized experience.


Whether you require straightforward financial statements for tax filing or require a comprehensive audit for bank or regulatory purposes, we will work with you to customize an approach so you get the service you need, when you need it.

  • Audit, review and compilation (Notice to Reader) financial statements
  • Projections, forecasts and other future-oriented financial statements
  • Specialized reporting on compliance with business agreements and regulatory requirements
  • Special reports and audit of financial information other than financial statements
  • Development, implementation and review of reliable, user-friendly accounting systems


We can help you identify key tax planning opportunities that minimize both your current and future tax liabilities. We sort through all the complexities of tax laws and provide a sound solution for you. We deal with the Canada Revenue Agency on your behalf to ensure that you are in compliance with the rules while maximizing available tax breaks.

  • Preparation of income tax returns for individuals, corporations, estates and trusts
  • Negotiations for disputes and objections with Canada Revenue Agency
  • Corporate reorganizations and windups
  • Retirement, estate and succession planning
  • Tax advice on alternative business decisions
  • Advising on business purchases and sales
  • Advising on matters related to other taxes - GST/HST, EHT, WSIB, RST, Payroll Taxes and Capital Tax


Our goal is to work collaboratively with clients in order to maximize opportunities, mitigate risks and improve business performance. Together, we can help you and your business identify areas negatively affecting profitability and growth, while developing solutions that are practical and technically sound. We can assist on every aspect of your business at any stage of development - from startup through growth and diversification to transition. As business developments may change over time, we maintain long-term, strategic relationships to ensure that our clients' objectives are continuously met. We work to keep our clients abreast of accounting changes and tax laws affecting their industry.

  • Business plans and cash flow projections for potential lenders
  • Assistance with asset purchase decisions
  • Development of budgets and forecasts
  • Assistance in obtaining financing - both personal and corporate
  • Short and long term investment strategies
  • Changes in ownership
  • New accounting systems and software
  • Assistance starting a new business, including Federal and Provincial incorporation, NUANS report service, name registration and CRA Business Number
  • Issues with WSIB, GST/HST, PST, EHT or Payroll
  • Net worth statements
  • Shareholder disputes
  • Shareholder buy-sell agreements
  • Analysis of alternative business decisions
  • Calculations of family property


Keeping track of your financial transactions takes a lot of time, energy, and patience. To make the right decisions for your business, you need accurate and timely financial information. Don't struggle to keep up with the number-crunching and paperwork - let us do the work for you. Our bookkeeping services are designed to make your life easier so you can focus on your business. Our team offers comprehensive bookkeeping services designed to keep your finances in check. We can tailor solutions that fit your needs to ensure fast turnaround of accurate financial information, whether with complete bookkeeping services, assistance with month end procedures, or ongoing training of your own bookkeeping staff. And perhaps most importantly, our pricing is competitive and cost-effective.

  • Onsite and offsite full service bookkeeping and accounting for individuals, owner managed businesses, and corporations
  • Preparation of monthly, quarterly and annual reports and financial statements, including general ledgers, trial balances, profit and loss reports, departmental profit analysis, balance sheet reports, and cash flow reports
  • Quickbooks and Simply Accounting set-up and training
  • Setup of customized chart of accounts to provide management with relevant information
  • Sales tax calculations specific to provinces, states and international jurisdictions
  • Calculation and remittance for GST/HST, PST, RST, WSIB, and EHT
  • Calculation and processing of payroll
  • Assistance with month end procedures
  • Assistance in general office administration
  • Assistance during maternity leaves, leaves of absence, peak periods and for year-ends
  • Internal control systems implementation
  • CRA notices, audits, disputes and appeals
  • Consulting and training to help you manage your own bookkeeping
  • Year-end support including working papers and support for the preparation of your year end financials


Situations involving fraud, disputes between parties, or allegations of corruption require a close examination of books, records, and other documentation to determine what accurately happened and to win with a favorable outcome. We are highly skilled at investigating and tracing financial transactions, whether it is due to employee misconduct or external perpetrators, and we proudly maintain the highest standards of professionalism, discretion, objectivity, and ethical conduct. Our findings are often used in personal, criminal, or civil legal proceedings, or to establish and support insurance and matrimony claims. Whatever your troubles, we will help you establish evidence to settle potential discrepancies in your personal or company's finances.

  • Theft, fraud, embezzlement, misappropriation
  • Employee misconduct
  • Detection and investigation of white collar crime
  • Canada Revenue Agency matters
  • Litigation support
  • Internal fraud audits
  • Marital disputes
  • Insurance claims
  • International control techniques and fraud prevention training
  • Development of fraud assessments
  • Identification of inappropriate accounting practices


We gather and examine all aspects of company projects and supporting information in order to identify eligible activities and expenditures. We document all rationales for decisions about eligibility so that we can clearly explain the aspects of a SR&ED claim, supported by policy and the law. We meticulously develop a work product that is consistent with the expectations of the CRA auditors and SR&ED program administrators.

  • Claim preparation
  • CRA audit support
  • Notices of Objection
  • Tax Court Appeals


Call us at (416) 636-1800 or  CONTACT US