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Small to Mid-Sized Businesses


  • Bookkeeping

    We’re now offering Cloud Based Bookkeeping Services for owner-managed businesses in Ontario that want to transition to cloud accounting or are already using a cloud accounting app.
    Learn more

  • Compilation Engagements

    Compilations, or notice to readers, are financial statements that we prepare for you based on information that you provide us. We do not express an opinion on these statements, although we can help you find solutions to meet your financial goals.

  • Financial Statement Preparation

    We can assist you in the preparation of your financial statements in accordance with professional accounting standards. Statements are prepared on a monthly, quarterly, semi-annual or annual basis depending on your needs.


  • Business Plans

    A business plan is critical to every business owner whether they are new or old. Reviewing where you are and where you want to be is important in growing your business. Let’s help you define who you are, state your business goals qualitatively and quantitatively and attain them.

  • Estate & Succession Planning

    Effective estate planning eases the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. We can guide you through the complex process of getting your financial affairs in order.

    Succession of a business requires time and good communication. Allow us to assist in the process to provide alternatives and simplify potential tax implications. Is an estate freeze in order?

  • Incorporation

    Is incorporation a good option for you? A small business in Canada has a lower corporate tax rate than personal but whether or not you will save tax depends on you. We can walk you through the benefits and disadvantages to incorporation and explain the choice of paying dividends or wages.

  • Selling of a Business

    Is the business incorporated? Can you sell shares or only assets? There are always negotiations when selling. We can help minimize your tax consequences by multiplying your capital gains exemption.



  • Audit Engagements

    In an audit engagement, the objective for an independent professional public accountant is to express an opinion on the fairness of your financial statements in accordance with Accounting Standards for Private Enterprises (ASPE) or International Financial Reporting Standards (IFRS). An auditor will test and gather evidence in order to obtain reasonable assurance that the financial statements are free of material misstatement. Audited financial statements are widely used for your bank, reporting to owners/partners or shareholders, and government.

  • Review Engagements

    In a review engagement, the objective is to review your financial statements to determine whether they are plausible by following the Accounting Standards for Private Enterprises (ASPE) or International Financial Reporting Standards (IFRS). Review engagements are commonly requested by your banker when you have business loans, bonding for your construction business, a prior owner/partner or shareholder that you purchased the business from or for a variety of reasons you want more than a compilation. Reviews provide limited assurance that your financial information conforms to Canadian Generally Accepted Accounting Principles (GAAP).


  • Family & Personal Litigation Support

    We can provide you independent economic loss assessments related to:

    • Commercial / contract disputes
    • Business Interruption
    • Personal injury
    • Motor vehicle accidents
  • GST/HST Solutions

    GST/HST is a commodity tax that applies to the supply of most goods and services in Canada. Are your goods and services taxable? Zero rated? Exempt? Do you need to collect GST/HST on the sale of real property? What if your sales are less than $30,000 for the last 12 months? We will identify your situation as it applies to the Excise Tax Act and your collection, payment or filing responsibilities.

  • Personal
    • Personal tax returns can vary in type of income, deductions, tax credits and more. We can help prepare your annual personal tax returns and provide timely advice.
    • Deadline to file your tax return, without any penalties, is April 30 or June 15 if you, or your spouse, have self-employment income.
    • Deadline to remit any taxes owing without incurring interest charges is April 30 (if on a weekend, then the first business day following).
  • Scientific Research & Experimental Development Tax Credits

    Are you creating innovative software, e-business solutions or web-enabled applications? Are you developing prototypes, creating custom machinery or using new materials? All businesses conducting research and development activities that lead to technological advancements resulting in new or improved products, processes, devices or material qualify for the SR&ED tax incentive rebate offered by the Federal and applicable provincial governments.

    Deadlines are very tight and if you miss them, your ability to claim SR&ED tax credits for that year is lost. Ask us today if you qualify to claim the SR&ED tax credits.