Our Services
Bookkeeping
Our experienced & accredited professional bookkeepers provide end to end bookkeeping services including software onboarding & migration to help you maintain your transaction record in the most efficient and hassle-free way as possible. We deal with all sorts of bookkeeping deliverables including but not limited to:
- Accounting Cleanups
- Bank, Credit Card, and Accounts Reconciliations
- AR (Accounts Receivables) including Invoicing
- AP (Accounts Payables) including Payments
- Fixed Asset Accounting
- Canadian Payroll Administration
- Accounts Administration
Accounting & Finance
We offer flexible solutions to support your management function by providing on demand planning & reporting services. Our highly experienced & qualified staff establish strict processes and controls to ensure output quality and service delivery. Our services include:
- Fractional CFO Services
- Monthly Financial Reporting
- Financial Statement Preparation
- Operational Budgets Management
- Management Dashboards
Tax & Compliance
Our dedicated Tax team helps you ensure 100% compliance with the CRA. Our team has accumulated over 20 years of experience directly managing individual & corporate taxes and are always up to date with new developments & changes in the CRA tax guidelines. We work with you to develop multi year tax strategies to help you maximize your business value. Our tax services cover:
- Corporate (T2) Return Preparations
- GST, HST and PST Returns & Filing Services
- Payroll & Income Tax Filing Services
- T4, T5, EHT, and WSIB Returns
- Tax Planning Services
Investor & Wealth Services
Our team of designated professionals support investment funds and managers with a variety of services so you can focus more on making those investment decisions that create value for your businesses and shareholders. These services include:
- Trade Reconciliations & Reporting Services
- Fund Management & Reporting Services
- Wealth Planning Services
- Investor Relations & Reporting
- Investment (IM) & Credit (CM) Memorandums
- Investor Pitch Decks
- Detailed Business Plans
Financial Modeling & Analytics
Whether it may be performing a company valuation using the DCF or Comparable Method or creating a comprehensive financial plan for a new project, Our highly experienced team will ensure that not only your needs are satisfied but also quality is never compromised. Our modeling & analytical services encompass the following:
- Financial Model Creation & Management
- Investor & Business Return Analysis
- Company Valuation Models
- Market Research & Sizing
- Project Management Services
Business Administration
We provide a plethora of services to assist you in supporting your business needs. We understand that modern businesses require data integration and connectivity, hence, we develop solutions to support these objectives. These services typically include:
- Documents Management
- Database Management
- Project Management
- Others on Request
