Services are tailored to help you function effectively in an increasingly complex and competitive economic environment.    We listen, help you plan ahead, and assist you in devising sound business strategies with practical cost effective advise. Continuity is at the core of our service so that you work with the same engagement partner who knows you as an individual and is familiar with your business issues and concerns. Trust us to be your partners from start to finish.

Your dream, your business, always our priority.

Business Development Services

Managing a successful business requires a lot of juggling.  Staying on top of everything that needs to be done can be difficult.  We offer a range of business development services to help you.  These services include:

  • comprehensive business planning and organization assistance with a focus on identifying and developing organizational priorities
  • strategic planning and performance improvement measures
  • cost analysis, management and financial effectiveness.   

Accounting Services

As a business owner you understand the importance of staying in step with changes that impact your bottom line so that you can achieve long term success. Tracking and documenting your financial transactions is essential for your operations and in  meeting the requirements of your lenders and regulatory authorities.  We understand that the task to stay on top of it all can be daunting.  We offer a range of services to help you manage your companies financial functions and obligations including:

  • bookkeeping services
  • financial statement compilations 
  • financial statement analysis and performance trend analysis
  • Review and development of internal control systems and procedures
  • Payroll management 

Tax Services

We want to help you meet your personal and business tax obligations, paying no more than is necessary. Our services focus on understanding you and your business and helping you develop efficient strategies to address your tax obligations while meeting your personal and business financial goals.  We also take the time to help you understand your unique personal and business situation from a tax perspective - giving you more confidence in taking charge of your financial tax planning.   Our tax services include:

  • business tax compliance 
  • personal tax compliance
  • tax planning
  • commodity tax (GST, PST, HST) 

Money Matters - Workshops

We believe in empowering our clients and our community to take charge of their personal and business financial situations.  Whether you are a student, new Canadian or simply want to understand how to manage and plan your financial affairs more efficiently, talk to us to set up a group informational session or a comprehensive workshop to help you tackle common financial issues.

  • Informational sessions are led by a team of volunteers and provide an overview of common topics in tax and business start ups. 
  • Comprehensive workshops are customized with a focus on specific financial planning topics in tax and strategic business development.