Monday to Friday, 9:00 to 5:30 ET Toronto, ON

Specialists for every stage of business

We focus on four kinds of client and organize our teams around the questions each of them asks.

From incorporation to your first raise.

Startups

Founders need books that will survive due diligence, a forecast they believe, and someone who knows the difference between SR&ED and IRAP.

  • Deferred revenue and MRR schedules
  • SR&ED and IRAP coordination
  • Cap-table and option accounting
  • Investor and board reporting
  • “How long is our runway, really?”
  • “Do we qualify for SR&ED?”
  • “What will investors ask to see?”
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Owner-managed, growing, short on time.

Small & mid-sized businesses

The business has outgrown a spreadsheet and a once-a-year accountant. Owners need current numbers and a second opinion they trust.

  • Monthly close and management reporting
  • Payroll for growing teams
  • Owner-pay and tax planning
  • Cash-flow forecasting
  • “Can we afford another hire?”
  • “Why is profit up but cash down?”
  • “Are we paying ourselves efficiently?”
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Consultants, creators, contractors, practitioners.

Self-employed professionals

Independent work brings independent paperwork: instalments, HST, deductions, and the question of when, or whether, to incorporate.

  • T1 and T2125 returns
  • HST registration and filing
  • Instalment planning
  • Incorporation analysis
  • “What can I legitimately deduct?”
  • “Should I incorporate yet?”
  • “How much should I set aside?”
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Agencies, clinics, practices and partnerships.

Professional services firms

Firms that sell time and expertise live and die by utilization, collections and partner economics. Their books should show all three.

  • Project and client profitability
  • Work-in-progress and collections
  • Professional corporation planning
  • Partner draws and compensation
  • “Which clients are actually profitable?”
  • “How should partners draw?”
  • “Are we billing for all our time?”
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Client stories

Hear what our clients say about working with us

★★★★★
For the first time we get a clean set of numbers every month, with a note that actually explains them. Our board meetings are shorter and better.
Fatima AhmedCo-founder, B2B software
★★★★★
They untangled three years of Shopify payouts and found input tax credits we had never claimed. Calm, quick and very clear.
Bilal HussainOwner, e-commerce brand
★★★★★
The salary and dividend plan they put together for my practice paid for their fee several times over in the first year.
Dr. Aisha RahmanDentist, professional corporation
★★★★★
One fixed fee, replies the same day, and no jargon. I wish I had switched years ago.
Yusuf KhanIndependent consultant
★★★★★
Their cash-flow forecast was the first thing our investors asked to see. It made our raise noticeably smoother.
Maryam QureshiCEO, climate-tech startup
Free 30-minute consultation

Ready for books you can rely on?

Tell us about your business and we’ll send a fixed, written proposal within two business days.

Book a consultation (416) 555-0148