What we do

GIVE YOU PEACE OF MIND AS YOUR TRUSTED ADVISOR

We are a relationship firm, not a transactional one. While you have technical requirements to comply with, what we really provide you with is peace of mind because:

  • you have an ongoing relationship

  • we proactively serve you, staying ahead of requirements and on top of your needs and goals

  • you can count on us to respond quickly when you reach out

  • we are your trusted advisor here to support you in turning your vision into value

HELP YOU KEEP TRACK THROUGH ACCOUNTING AND TAX SERVICES

Accounting services

Your accounting can either create frustration, or fuel decision-making and financial confidence. Our staff can help you with all aspects of your accounting. We provide outsourced services as well as training in best accounting processes for you or your staff keeping records in-house.

Financial reporting

We compile year end financial statements for you, your shareholders and other stakeholders like banks and other lenders.

Tax services

Without a pro-active approach to taxes, they quickly become stressful, and confusing. Paying taxes is a sign of a healthy business, but effective tax planning and preparation is important so that you don’t pay more than you should.

HELP YOU GROW FASTER THROUGH ADVISORY SERVICES

We understand the complexities of running a business. It can be both rewarding and challenging. Our advisory support is based on working together to understand your business needs and challenges.

We have a broad range of supports, some of which are:

  • new business consultation

  • business coaching through monthly and quarterly financial reviews

  • providing a constant but part-time CFO or Controller role

  • preparing financial forecasts to assist with obtaining financing

  • advising you on business operations best practices

  • helping you develop your culture and strategy as your business evolves and grows

Together, we determine where you are, where you want to be and how to support you in closing the gap to reach your goals.

As your first point of contact, we also draw on a large network of experts, making connections for you when you need them.