
ERP & Project Management System Implementation
We help small and mid-sized businesses select and implement accounting, ERP, and project management systems that fit their operations, budget, and long-term goals. From reviewing existing software and identifying inefficiencies to recommending cost-effective solutions, we support the full transition process, including data cleanup, system migration, workflow setup, project tracking, budgeting, reporting, and team training. Our focus is to make the implementation practical, organized, and affordable, so business owners can improve efficiency, reduce manual work, and make better financial decisions with reliable, real-time information.
Business Accounting
Full Service Bookkeeping and Compliance
Welcome to our accounting services, we provide year-round support tailored to your business needs. From business tax filing and HST to payroll and EHT, our expert team is here to ensure your financial operations run. We take pride in offering strategic planning that aligns with your goals helping you achieve success with confidence. Let us be your trusted partner in navigating the complexities of accounting.
Consulting
Expert Financial Guidance
Unlock your business's potential with our expert financial consulting services. We provide tailored financial advice, from forecasting to budget, ensuring you navigate complex financial matters with confidence. Let us guide you towards making informed decisions that foster sustainable growth for your business.
Tax Services
Specialized Income Tax Preparation
Welcome to our financial services, where we specialize in income tax preparation for individuals and corporations, with non-resident tax filing. We also provide financial planning and strategic guidance on RRSPs, TFSAs, and FHS, as well as advice on life and disability insurance. goal is to empower you with clarity, compliance, and confidence in your financial future. Let us help you navigate your financial journey with expertise and care.
Our Packages

1
Essential Bookkeeping
Ideal for: Freelancers, Small Design Studios, Consultants
Services:
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Monthly transaction categorization
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Bank & Credit Card Reconciliations
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Monthly P&L and Balance Sheet
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Quarterly HST/GST Filings
Pricing depending on volume: <200 transactions/month; 1-2 bank accounts​
2
Growth Advisory
Ideal for: Small firms (2-10 staff) in Design, Architecture or Creative Services
Services: Everything in Essential Plus ->
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Accounts Receivable/Payables
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Payroll (up to 10 employees)
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Monthly management reports
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Quarterly review call
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Annual Financial Statements
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Tax Filing Preparation
3
Controller/Virtual CFO
Ideal for: Firms (up to 10 staff) with multiple projects or multi-state/cross-border needs Services
Services:
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Full-cycle Bookkeeping
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Job/Project Cost reporting
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Budgeting & Forecasting
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Cash Flow Analysis
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KPI Dashboards
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Tax-ready Year End Financials
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Liaising with external tax accountant
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Per Engagement or Hourly
FINANCIAL SERVICES
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Year-End corporate tax return (T2)
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Personal income tax returns
Compilation Financial Statements (NTR)
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Payroll Setup (ADP/QBO)
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​CRA correspondence/Audit response
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Software migration/cleanup
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Budget or cashflow projection model
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Fractional Controller services
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