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