Our Services

Personal Tax Filing & Planning

Each client is unique, so we customize to maximize.

We are committed to providing personal tax services and help you to minimize and/or defer taxes by developing a personal tax plan customized to your individual needs. We work closely with you to understand the financial and taxation implication of yourself and your family situations to reduce personal and family tax burdens and maximize benefits. We also understand the importance of setting your retirement goals and other personal goals. We can help you to use RRSPs, RESPs, and Tax-free saving accounts to their best advantage. Common and various personal tax services we conduct:

Annual Individual/Family Tax Filing
Self-employed Income Reporting
Real estate Income Reporting
New immigrant Tax Planning (T1135, T1134, etc.,)

Business Startup Advisory

Starting a business is a very exciting venture. We can help walk you through all aspects of starting your own business so you focus on growing your business. We can help you with:

Decide whether to incorporate or operate as a proprietorship
Business Registration
Set up a Canada Revenue Agency business number, open accounts with CRA (GST/HST, Payroll, etc.,)
Setup bookkeeping and payroll

Business Plan & Financing

A Business Plan is a forward thinking strategic roadmap for your company. Too often the small business owners are too busy in the day to day of the business and do not take the necessary time to prepare an effective business plan. A strategically designed Business Plan can help you realize your company's true potential and future market position, and help direct your resources toward organizational goals.

Furthermore, having the right kind of financing at the right time can be critical to your success, and lending institutions look for the Business Plan when approving loans. A credible Business Plan will help present your organization to lending institutions as professional, strategic and well prepared.

We can help with your business development by providing:

Thorough marketing analysis to identify emerging market opportunities, establish and maintain a competitive focus.
Financial projections, cash flow analysis, and projections
Develop and write a comprehensive, forward-thinking business plan.
Determining funding requirements and preparing for presentations to lenders or investors.
Navigate the process of applying for a small business loan.

Bookkeeping Services

Accurate bookkeeping is the foundation of a successful business. Utilizing Cloud Accounting System (e.g., QuickBooks Online, Sage Online), we provide meaningful, well-organized financial records to ensure that your business operations will run efficiently. Whether the bookkeeping is done by yourself, in our office, or a combination of two, you can expect accurate information, timely turnaround, helpful advice and detailed reports on a monthly, periodic or annual basis to help you make important financial decisions. Some of the bookkeeping services include:

Data Entry
Bank and other account reconciliations
GST/HST Preparation and reporting
Etc.,

CFO/Controller Supports

Outsourcing CFO/Controller responsibilities can help reduce cost and increase efficiency. It is a cost-effective way to for small business owner to focus on your business practices. We provide strategic financial leadership & expertise on a part-time without a full-time commitment. If you have one or more following desires, it's time for you to consider using our CFO/Controller services:

Have professional to manage accounting issues
Free up valuable time to focus on priorities to grow business
Leverage to cloud-based systems and access reliable, current accounting software solutions
Improve business decisions and internal control