Our ideal customer needs a full-service accounting team for monthly bookkeeping and tax preparation (monthly, quarterly, annually). We will customize an accounting package for your business based on your needs.

CFO Services


Cfo Services Icon

  • Annual and ongoing budget and forecasting assistance
  • Cashflow planning – short and long-term
  • Financial oversight of accounting and controls
  • Complex accounting analysis
  • Monthly or Quarterly CFO meeting
  • Analyzing alternatives for significant business purchases (e.g lease vs. buy)
  • Monthly or quarterly management reporting packages



Bookkeeping Icon

  • Paperless Payables
  • Reconciliation of bank, credit card, and payment gateway transactions (Stripe, Paypal, etc.)
  • Accrual-based accounting – recognizing revenue and expenses when earned vs. paid
  • Fixed Asset registration and monthly depreciation runs
  • Monthly tax estimates
  • Payroll processing and remittances



Taxes Icon

  • T2 Corporate tax returns
  • GST/HST Filings
  • T5’s, T4’s, T4A’s, T4ANR
  • Preparation of distribution letters
  • CRA Audit support
  • COVID-19 Rent and Wage Subsidy Returns
  • Personal taxes for business owners
  • Salary vs dividend mix tax planning
  • Monthly reconciliation of business use of home expenses for owners operating out of their home

E-commerce Accounting


Ecommerce Icon

  • Bookkeeping for e-commerce businesses selling on various platforms online – Shopify, Amazon, Stripe, Paypal, Check-front, etc.
  • Configure Xero to import online sales transactions
  • Software conversion
  • Customized reporting templates
  • Reporting by division