We work with small business owners, regulated professionals, and not-for-profit and charitable organizations that value strong financial controls, compliance, and clear reporting. Our clients often need CPA-level oversight but do not require a full in-house finance team.

Our services include full-cycle bookkeeping, payroll and statutory filings, GST/HST support, corporate and personal tax compliance, CRA audit support, and fractional CFO/Controller services. We also provide advisory support for professionals, charities, and growing organizations.

We begin with a discovery call to understand your organization, goals, and current systems. From there, we confirm scope, timelines, and engagement structure before onboarding begins.

Our work is scoped based on complexity and client needs. Depending on the engagement, services may be structured as monthly retainers or project-based fees. All pricing is discussed and agreed upon in advance.

We support a range of accounting platforms and cloud-based tools. Our focus is on selecting and maintaining systems that are compliant, efficient, and appropriate for your organization’s size and reporting requirements.

We use secure, encrypted tools for document sharing, electronic signatures, and client authorizations. Confidentiality and data security are central to our processes and how we work with clients.