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What We Offer

We work with small business owners all across Canada. Our approach is to educate and collaborate. Our goal is simplify accounting and finance so that you can making informed decisions in this ever-changing, fast-paced environment.

We are dedicated to making happy and purposeful entrepreneurs. We are fully online so that you can receive everything you need in the comfort of your home or workplace, but we love to meet our clients in person as well.

Incorporation Service

If you're ready to turn your vision into reality and contemplating when is the optimal time to incorporate your business, we're here to assist.

The decision to incorporate depends on various factors such as your spending habits, the presence of a spouse contributing income, and more. Let's have a conversation, and we can guide you step-by-step through the process of incorporating your business at the right moment.

Bookkeeping / Payroll

Bookkeeping is always one of the most daunting tasks to business owners. That is why whether you prefer to do this yourself or wish to have a bookkeeper take care of this entirely, we offer a range of options tailored to suit your business's  current stage and needs.

Business Valuation

Are you buying or selling a business and wondering what the right price is?

Does your bank require detailed financial projections?

Are you in the middle of a shareholder dispute whereby an owner wishes to exit?

Do you want to restructure your business for tax planning purposes?
These are just a few of the issues where a Chartered Business Valuator (CBV)

can be helpful/necessary to consult with. We are among a select few firms in Alberta with a CBV to provide you with the highest standard of quality when it comes to business valuations, financial projections/modelling, tax planning/corporate reorganization, economic loss quantification, and/or shareholder disputes.

We prepare various levels of valuation reports/analyses for your business’ needs.

CRA Audit


You've received an audit assessment in the mail and are confused or just want to make sure you respond to it in the correct manner. We understand that dealing with the CRA can be intimidating. If you have been contacted by the CRA for a net worth assessment or audit, we can walk you through the auditor’s assessment. We want our clients to know that CRA’s proposed tax assessment does not always have to be accepted as is. We are prepared to represent you in your CRA audit to ensure that you are treated fairly.

Corporate Tax Services

Do you have a corporation that needs tax filing? Our team of CPAs

can help you in the preparation and filing of your corporate tax and information returns, including but not limited to: T2, T3, T4/T4A, T5, GST and Foreign Income Verification. Our approach to corporate tax
filings is comprehensive and ensures that taxes are optimized at both

the corporate and personal levels according to your needs,

all while prioritizing compliance.

Audit / Assurance

Depending on the user of the financial statements of your business

(i.e. financial institution, potential buyer, shareholders etc.),

you may require a CPA firm to provide assurance over your business’ financial results and net assets. Our firm can issue financial
statements that meet the needs of your business’ key stakeholders.

These financial statements may be one of the following:

Compilation, Review, or Audit Engagement Reports.

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