Our Services

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Service Categories

Corporate Tax Planning & Compliance

Look, corporate tax doesn't have to be a headache. We've been doing this for years, and honestly? Most businesses pay way more than they should because they're missing the nuances.

Here's the thing - we're not just filling out forms. We're looking at your entire corporate structure and figuring out where you can legally reduce your tax burden. That means:

  • Year-round tax strategy (not just scrambling at year-end)
  • Income splitting opportunities that actually make sense for your situation
  • Tax credit hunting - there's probably money you're leaving on the table
  • Multi-jurisdictional planning if you're operating across provinces or borders
  • Reorganizations that can save you big money down the line

Your CRA Compliance Checklist:

Package What You Get Starting From
Essential T2 prep & filing, basic tax planning session $1,850/year
Professional Full compliance, quarterly planning, tax optimization $3,400/year
Enterprise Everything + restructuring advice, audit defense, unlimited consults Custom quote
Ready to stop overpaying?

Let's have a conversation about your corporate tax situation - no pressure, just real talk.

Get Your Free Assessment

International Business Tax Strategies

Cross-border stuff is where things get interesting. We've helped companies navigate US-Canada tax treaties, Asian market entries, and European expansion. It's complex, yeah, but that's exactly why you need someone who's done it before.

When you're operating internationally, taxes get messy fast. Different countries, different rules, different deadlines. We specialize in:

  • Treaty interpretation (Canada has 94 tax treaties - we know 'em)
  • Foreign tax credit planning so you're not getting double-taxed
  • Permanent establishment risk assessment
  • Withholding tax optimization on cross-border payments
  • Controlled Foreign Corporation (CFC) rules navigation
  • FAPI (Foreign Accrual Property Income) planning

International Tax Compliance Checklist:

Service Level What's Included Investment
Cross-Border Starter Basic treaty analysis, T1134/T106 filing $2,900/year
Global Business Full compliance, transfer pricing, quarterly strategy sessions $6,200/year
Multi-National Everything + structure optimization, tax treaty shopping, dedicated advisor Let's discuss
Expanding across borders?

We've walked dozens of companies through international expansion. Let's make sure you do it right.

Schedule a Consultation

Financial Statement Preparation & Audit Support

Nobody gets excited about financial statements, I get it. But when they're done right, they're powerful tools - whether you're pitching investors, applying for financing, or just trying to understand where your money's actually going.

We prepare statements that actually tell your financial story clearly. Here's what we offer:

  • Notice to Reader statements (the most common - straightforward and cost-effective)
  • Review Engagements (more detailed, adds credibility for lenders)
  • Audit support when you're dealing with full audits
  • IFRS and ASPE compliance (depending on your needs)
  • Management Discussion & Analysis (MD&A) when required
  • Monthly/quarterly interim statements for active monitoring

Pro tip: Most small businesses don't need audited statements. We'll tell you honestly what level makes sense for your situation.

If you're going through an audit (whether by choice or requirement), we've got your back:

Pre-Audit Preparation
  • Document organization
  • Internal control review
  • Trial balance cleanup
  • Prep of audit schedules
During Audit Support
  • Liaison with auditors
  • Request fulfillment
  • Query resolution
  • Adjustment preparation

Service Type Details Typical Cost
Notice to Reader Year-end compilation, basic statements $1,200 - $2,500
Review Engagement Enhanced procedures, assurance report $3,500 - $6,000
Audit Support Full audit assistance, documentation Quoted based on scope
Interim Statements Monthly or quarterly (add-on service) $450 - $900/month
Need clean financials?

Whether it's for your bank, investors, or just peace of mind - we'll get them done right.

Request a Quote

Business Valuation & Advisory Services

So you need to know what your business is worth? Maybe you're selling, bringing in partners, dealing with a divorce, or just curious. We've valued everything from tech startups to manufacturing operations to professional practices.

There's no one-size-fits-all method. We typically use multiple approaches to triangulate value:

Income Approach

Discounted cash flow, capitalization of earnings - focuses on future earning potential

Market Approach

Comparable sales, industry multiples - what similar businesses sold for

Asset Approach

Net asset value, adjusted book value - what you own minus what you owe

  • Selling your business - get a realistic number before negotiations start
  • Buying a business - make sure you're not overpaying
  • Partnership disputes - need an independent third-party opinion
  • Estate planning - CRA's gonna want proper documentation
  • Shareholder agreements - setting buy-sell terms
  • Divorce proceedings - court-acceptable valuations
  • Financing applications - some lenders require formal valuations

Valuation Type Best For Timeline Cost Range
Calculation Report Internal use, preliminary estimate 1-2 weeks $3,500 - $7,500
Estimate Report Financing, general transactions 2-3 weeks $7,500 - $15,000
Comprehensive Report Litigation, tax disputes, major M&A 3-5 weeks $15,000 - $35,000+
Wondering what your business is worth?

Let's have a no-obligation chat about your situation and what type of valuation makes sense.

Book a Discovery Call

Payroll Management & CRA Remittance

Payroll seems simple until you're actually doing it. CPP, EI, income tax withholding, T4s, ROEs, remittance deadlines... it's a lot. And mistakes? CRA doesn't mess around with payroll penalties.

We handle the whole thing, so you don't have to think about it:

  • Payroll processing (whatever frequency you need - weekly, bi-weekly, monthly)
  • Statutory deduction calculations that are actually correct
  • Direct deposit setup & processing
  • Pay stub generation
  • Year-end T4 and T4A preparation & filing
  • ROE generation when employees leave
  • Workers' Compensation Board (WCB) reporting

Payroll Compliance Checklist:

We track all these deadlines for you. You'll never get a penalty notice again.

Package Employees What's Included Monthly Cost
Starter 1-5 Basic processing, remittance, T4s $125/month
Growth 6-15 Everything + vacation tracking, ROEs $250/month
Enterprise 16+ Full service + custom reporting Custom pricing
Done with payroll headaches?

Hand it over. We'll make sure everyone gets paid correctly and on time - every single time.

Switch to Stress-Free Payroll

CFO Consulting & Strategic Financial Planning

Most growing companies can't afford (or don't need) a full-time CFO. But you absolutely need someone thinking strategically about your finances. That's where we come in - fractional CFO services that give you senior-level financial expertise without the six-figure salary.

Think of us as your financial co-pilot. We're not just crunching numbers - we're helping you make better decisions:

Strategic Planning
  • Long-term financial modeling
  • Growth strategy development
  • Capital allocation decisions
  • Exit planning & preparation
Operational Finance
  • Cash flow forecasting & management
  • Budget creation & monitoring
  • KPI development & tracking
  • Pricing strategy optimization
Fundraising & Banking
  • Investor pitch deck financials
  • Bank relationship management
  • Financing options analysis
  • Due diligence support
Team Leadership
  • Finance team oversight
  • System & process improvement
  • Internal controls implementation
  • Board reporting & presentations

Fractional CFO services make the most sense when:

  • Your revenue's between $2M - $20M and growing
  • You're raising capital or planning to
  • Your current bookkeeper/accountant's overwhelmed
  • You're making big decisions without solid financial insights
  • Banks or investors are asking for sophisticated financial reporting
  • You're considering an acquisition or merger
  • Cash flow's unpredictable and it's stressing you out

Engagement Level Time Commitment Best For Monthly Investment
Advisory 4-8 hrs/month Strategic guidance, quarterly planning $2,500 - $3,500
Active 15-25 hrs/month Hands-on management, regular involvement $5,000 - $8,000
Embedded 40+ hrs/month Essentially your full-time CFO $10,000 - $15,000

Compare that to a full-time CFO at $150K-$250K+ plus benefits... the math's pretty clear.

Ready for CFO-level financial strategy?

Let's talk about your business goals and how we can help you get there faster.

Start the Conversation

Still not sure which service fits?

Honestly? Most clients aren't when they first reach out. That's totally normal. We'll spend 20-30 minutes understanding your situation and give you our honest recommendation - even if that means referring you elsewhere.

Book a Free Consultation Call Us: (604) 782-4956