We provide client-centric services

We provide comprehensive Controllership (Part-Time CFO) services delivered by experienced CPAs. We provide forward-looking strategic guidance, advisory and solutions to address your organization's unique needs cost-effectively.

We review and implement efficient and effective internal controls to ensure accuracy in financial data and timeliness’ in generating financial reports.

Our Controllership services encompass a range of essential financial functions that help the organization, and its managers look beyond the current numbers and how to make the company profitable.

We provide you with the Peace of Mind of working with an established CPA firm that collaborates with other Licensed Auditing Firms to undertake Audit for clients.

We prepare all the audit schedules, management letters and management financials for audit.

• Respond to all 3rd Party enquiries
• Provide performance-driven perspectives
• Prepare all your Financial and Cost Reports
• Review and Correction of badly set up accounts system
• Assist Management in presenting all financial and compliance reports

With our understanding of both SQL and Access-based accounting systems and experience working with accounting software resellers and consultants, we assist with accounting system selection, configuration, and management reporting template designs.

• Switch existing accounting software to any Mid-Level SQL Accounting or ERP system of your choice
• Configure the new business accounting system setup to the appropriate Chart of Accounts (COA) tailored to suite your operations and desired financial reports
• Business Advisory
• CRA Representation

Our in-house payroll services provide clients with a managed payroll system, offering weekly, bi-weekly, monthly, or semi-monthly payroll processing.

We handle all aspects of payroll returns and ensure compliance with CRA regulations.

Additionally, we manage CRA PIER reviews and T5018 issuances and submissions, providing clients with seamless payroll management solutions.

• In-house payroll services
• Client’s managed payroll system
• Weekly / Bi-Weekly / Monthly / Semi-Month payroll services
• Address all CRA PIER reviews
• Address all T5018 issuances and submissions

We cover personal and corporate tax preparation, guaranteeing precision and adherence to tax regulations.

Moreover, we offer representation in all tax affairs with the Canada Revenue Agency (CRA), sparing clients the hassle of dealing with tax authorities directly.

For estate taxes, including the preparation of final returns and obtaining secure clearance certificates, we offer meticulous attention to detail to navigate the intricacies of estate tax obligations.

• Personal taxes
• Corporate taxes
• CRA representation in all tax matters
• Estate taxes (Final Return) – Secure Clearance Certificate
• Preparing and submitting Notice of Objection (And where necessary making a submission to the Canada Tax Court)

We provide a comprehensive range of legal and financial support services, including bespoke accounting, spot audit representation, due diligence, litigation support, and estate administration clearance certificate procurement.

• Assist with the proper use of systems including PC-Law, U-LawPractice, Legal Files, and HTA Pro, among others.
• Spot Audit Representation – Respond to all financial quarries from LSO Spot Auditors. Provide bespoke accounting & bookkeeping services in compliance with By-Law 9 of LSO
• Review of client files with a particular focus on Private Lender’s files, Trust Accounts, Client’s Estate Funds, Matter to Matter Transfer and Disbursement.
• Due Diligence Engagements
• Litigation Support
• Securing Clearance Certificate for Estate Administration