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our services

By combining state of the art cloud accounting software and a modern mindset, we help move your accounting out of the dark ages and into the future

Our number crunchers will make sure your bookkeeping is handled from A-Z, all the while giving you insight into the numbers. And don’t worry about the taxman, we’ll handle him for you too…

01

Accounting

Say goodbye to your traditional paper pushers

We use cloud technology to change the way you approach accounting. With automatic bank feeds, secure file sharing and paperless expense management, accounting is made easy and real-time financial information is available at your fingertips.

Bank Accounts

We link your bank account to your cloud accounting solutions so we can reconcile your accounts.

Bank Reconciliation

Bank accounts are reconciled and queries delivered through our apps in an easy format.

Invoice Processing

Your supplier invoices are processed and paid at the agreed frequency.

Transaction Processing

Deposits, payments and journals are processed and accounts kept up to date.

02

Tax

Tax compliance and planning

Our tax team goes beyond than preparing your corporate or personal tax return. We will work with you in drawing the bigger picture. We assist you and your business achieve the maximum tax savings, allowing you to invest back into your business for expansion and create personal wealth.

Tax Returns

IRS & CRA Audits

Tax Credits

Income Splitting

Income Shifting

Foreign Property & Income

Salary vs Dividends

Business Deductibles

Special Credits

Corporate Reorganizations

Estate Planning

03

Consulting

We provide professional consulting services for entrepreneurs looking to start a new business or experienced business owners aiming to grow and expand current operations

Our wide range of services include Business Plans and Financing, Advisory, Project Management , System Optimization, Marketing Consulting, Operations Management and Start-up Planning.

KPIs

View your business’s KPIs and view how you’re tracking against them.

Trends

Your business trends over time across various metrics (for example revenue)

Profitability

We look at your key metrics e.g. break-even point and margin of safety

Goal Seeking

Interactive goal and target seeking

Compare

See how your business compares to your competition

Cash Flow

We look at your operating, net and free cash flow; i.e. how you’re spending your money

Growth

Analyze your business quality growth versus stress

Rank

Rank how your business is performing in comparison to others

Valuation

We can value your business and a potential acquisition

Business Plans

We can create a business plan for you that you can take to the bank to get a loan

Systems & Technology

We help implement the best suited accounting and operational systems for your business