Accounting, Bookkeeping, and Tax Services in Oakville and acros the GTA

Accounting, Tax, Bookkeeping & Virtual CFO Services in Oakville and GTA

Accounting, Tax and Virtual CFO Services in Oakville and GTA

Our Tax Service Packages

Corporate Tax Return (T2)

Self-Employed Tax Return (T1)

Small-to-mediuem size Businesses

Optimize your corporate taxes with expert guidance and strategic planning. Services include:

T2 corporate tax return preparation
Tax-efficient strategies including deferral, income splitting, and distributions
Year-round support and CRA correspondence
Secure electronic filing with CRA confirmation.

Self-Employed Tax Return (T1)

Sole Proprietors

Simplify your business taxes and make informed financial decisions with expert guidance. Services include:

T1 business income tax return preparation
Identifying eligible business expenses and credits
Personalized tax planning
Year-round support and CRA correspondence
Secure electronic filing with CRA confirmation.

Employee Tax Return (T1)

Self-Employed Tax Return (T1)

Employee Tax Return (T1)

Employees

Maximize your deductions and simplify your taxes with expert guidance tailored for professionals. Services include:

T1 tax return preparation
Identifying eligible expenses and credits
Personalized tax planning
Year-round support and CRA correspondence
Secure electronic filing with CRA confirmation.

HST Filings & Compliance

Tax Resolution & Representation

Employee Tax Return (T1)

HST Services for Small-to-Medium Businesses

Comprehensive HST support for your business, including preparation, filing, and ongoing compliance to ensure accuracy and timely submissions.

HST return preparation
Year-round support and CRA correspondence
Secure electronic filing with CRA confirmation.

Tax Resolution & Representation

We resolve tax problems, file overdue returns, and represent you through CRA audits; handling all correspondence and protecting your interests so you can move forward with peace of mind. Whether you're facing unfiled returns, tax debt, audit notices, or other tax problems, we handle the entire resolution process from start to finish.

Overdue Return Preparation
Penalty & Interest Minimization
Payment Plan Negotiation
Records Reconstruction
Tax Debt Relief
Initial Audit Review & Strategy
Documentation Preparation
Dispute Resolution & Appeals
Penalty Reduction & Relief
Compliance Roadmap

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Tax Resolution & Representation

Learn how our tax services can help you stay compliant, minimize tax liabilities, and maximize your savings and wealth.

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Our Accounting Services

Compilation Engagements

We prepare reliable financial statements in accordance with professional standards.

Bookkeeping Services

Compilation Engagements

We maintain accurate, up-to-date financial records and perform reconciliations to give you a clear view of your business finances.

Payroll Services

Compilation Engagements

Invoicing & Billing

We process employee salaries and manage deductions, benefits, and statutory compliance, so your team is paid accurately and on time.

Invoicing & Billing

Accounting System Setup

Invoicing & Billing

We handle invoice creation, distribution, and accounts receivable management, helping you track payments efficiently and improve cash flow.

Accounting System Setup

We implement and customize accounting software tailored to your business, including charts of accounts, integration with banking and payroll systems, etc.

Accounting Clean-Up

Accounting System Setup

We review historical records, correct errors, reconcile discrepancies, and ensure your books are accurate and ready for tax filings or audits.

Cash-to-Accrual Conversions

We transition your financial records from cash-based to accrual accounting, adjusting for receivables, payables, and inventory, to provide a precise picture of your financial performance.

Month-End Close

Cash-to-Accrual Conversions

We complete reconciliations, journal entries, and statement reviews at the end of each month, ensuring your financial records are accurate, consistent, and ready for analysis or reporting.

Financial Reporting

Cash-to-Accrual Conversions

Financial Reporting

Our team prepares monthly, quarterly, and annual financial statements, along with customized management reports, to provide actionable insights for strategic decision-making.

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Financial Reporting

Learn how our accounting services can simplify your finances, maximize tax savings, and keep your business running efficiently.”

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Our Business Consulting Services

Business Transformation

Operational Optimization

Business Transformation

We help companies adapt, grow, and compete in today’s changing business environment by addressing areas such as: process and system inefficiencies hindering performance, supply chain challenges, sales planning and customer experience challenges, barriers to growth due to outdated operations or siloed functions, and organizational misalignment or culture issues affecting execution.

Strategic Planning

Operational Optimization

Business Transformation

We help companies define and implement strategies that improve competitiveness and long‑term performance. Examples include: Setting strategic direction, aligning operations with business goals, and prioritizing growth initiatives

Operational Optimization

Technology & Systems Enablement

Focuses on improving efficiency and effectiveness of core business processes, including workflow redesign, organizational alignment, and operations efficiency improvements.

Technology & Systems Enablement

Accounting and Finance Maturity Assessment

Technology & Systems Enablement

We assist clients with technology strategies that support transformation by leveraging and implementing digital tools and systems to improve processes and enhance data flow and collaboration, and integrating technology with business needs.

Process Documentation & Optimization

Accounting and Finance Maturity Assessment

We conduct gap assessments and help our clients formalize procedures, clarify roles/responsibilities, and standardize processes so that teams can operate more predictably, reduce errors, and support growth.

Accounting and Finance Maturity Assessment

We review how your accounting and finance functions currently operate, including workflows, team structure, close processes, system usage, and reporting to identify bottlenecks and inefficiencies. We then provide a roadmap with prioritized recommendations and timelines for process improvements.

Financial Reporting, Dashboards & Analytics

Financial Reporting Enhancements:
Assist in strengthening financial reporting processes; improving accuracy, consistency, and relevance of financial statements for internal and external stakeholders.

Dashboards & Performance Metrics:
Real‑time dashboards and performance indicators to provide transparency into business performance, often using analytics and technology tools to visualize financial and operational data.

Data‑Driven Decision Support:
We help businesses pull financial and operational data together; enabling deeper visibility into performance and risk, beyond basic reporting.

Business Succession Planning & Valuation

Financial Reporting, Dashboards & Analytics

We help owners position their business for a future change in ownership or control. We can help structure a succession or sale strategy that fits the owner’s goals; whether it’s a full sale, phased ownership transfer, or retaining a minority interest while still benefiting from future profits.

Exit and Transition Strategy:
We guide owners through all phases of transition planning from understanding the company’s value and business health, to preparing the organization, and implementing a plan that maximizes value at sale or transfer.

Valuation‑Linked Planning:
We help owners see where they currently stand relative to their business valuation and what changes could increase enterprise value before an exit or ownership change.

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Financial Reporting, Dashboards & Analytics

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Learn how our expert consulting and advisory services can help your business optimize operations, improve profitability, and achieve sustainable growth.

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Accounting, Tax and Virtual CFO Services in Oakville and GTA

Our Services

Tax Services

Virtual CFO Services

Accounting Services

Accounting Services

Virtual CFO Services

Accounting Services

Virtual CFO Services

Virtual CFO Services

Business Consulting Services

Business Consulting Services

Business Consulting Services

Business Consulting Services

Business Setup

Business Consulting Services

Government Guaranteed Loans

Government Guaranteed Loans

Business Consulting Services

Government Guaranteed Loans

Let's Talk: Book Your Free Consultation

Our Tax Service Packages

Corporate Tax Return (T2)

Self-Employed Tax Return (T1)

Self-Employed Tax Return (T1)

Self-Employed Tax Return (T1)

Self-Employed Tax Return (T1)

Self-Employed Tax Return (T1)

Employee Tax Return (T1)

Self-Employed Tax Return (T1)

Employee Tax Return (T1)

HST Filings & Compliance

Tax Resolution & Representation

Employee Tax Return (T1)

Tax Resolution & Representation

Tax Resolution & Representation

Tax Resolution & Representation

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Tax Resolution & Representation

Tax Resolution & Representation

Our Accounting Services

Compilation Engagements

Compilation Engagements

Compilation Engagements

Bookkeeping Services

Compilation Engagements

Compilation Engagements

Payroll Services

Compilation Engagements

Invoicing & Billing

Invoicing & Billing

Accounting System Setup

Invoicing & Billing

Accounting System Setup

Accounting System Setup

Accounting System Setup

Accounting Clean-Up

Accounting System Setup

Accounting System Setup

Cash-to-Accrual Conversions

Cash-to-Accrual Conversions

Cash-to-Accrual Conversions

Month-End Close

Cash-to-Accrual Conversions

Cash-to-Accrual Conversions

Financial Reporting

Cash-to-Accrual Conversions

Financial Reporting

Learn More

Learn More

Financial Reporting

Our Business Consulting Services

Business Transformation

Operational Optimization

Business Transformation

Strategic Planning

Operational Optimization

Business Transformation

Operational Optimization

Operational Optimization