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Bring last year’s T2 and your most recent financials. Fifteen minutes is usually enough to spot what is working and what is not.
Accounting and advisory for owner-managed businesses.
Strategic tax planning, fractional CFO support, and clean compliance for companies between $500K and $25M in revenue.
Who we work with
Owner-managed businesses across Canada. Sectors include:
- Technology and SaaS companies
- Professional services firms (agencies, consulting, design)
- Manufacturing and distribution, including medical and dental device businesses
- Specialty retail and luxury goods dealers
- Family-operated enterprises and second-generation businesses
- Real estate investors and smaller property portfolios
What we do
Tax planning. Owner compensation, dividend planning, family trusts where they fit, capital gains planning, surplus distribution.
Fractional CFO and controllership. Monthly close, cash flow forecasting, KPIs, banking and debt, board reporting. See the Fractional CFO page for detail.
Compliance. T2, HST, slips, payroll source deductions, WSIB, compilation statements.
Transaction support. Acquisitions, dispositions, partner buy-ins, partner exits. Due diligence, quality of earnings, structuring. Buyer side or seller side.
Reorganizations. Section 85 rollovers, estate freezes, holdco insertions, family wealth restructuring.
CRA representation. Audit defence, Notices of Objection, Taxpayer Relief Requests, Voluntary Disclosures.
How engagements usually work
Most small business clients start with annual compliance. From there, the relationship grows when it should. Some stay at compliance. Others move into monthly bookkeeping, fractional CFO, or advisory as the business gets more complicated. Nothing is bundled or pushed.
FAQ
What size of business is the right fit?
Compliance clients range from sole-shareholder corps doing $200K to companies doing $20M-plus with 50-plus employees. The common thread is owner-managed. The work is better when there is a real decision-maker we can talk to.
Do you handle bookkeeping or just tax?
Both. In-house bookkeeping team on QuickBooks Online and Xero. Some clients are full-service with us. Others use their own bookkeeper and we review at year-end.
Can you replace our full-time controller?
Often. Fractional CFO engagements typically cover 60 to 100% of a controller role for companies in the $1M to $20M range. See the Fractional CFO page.