Business Services

We offer several complementary services to our clients to help deliver a complete accounting management service.



Financial Statements + Tax Returns

The backbone of our service is preparing your year end financial statements and tax returns. Far in advance of preparing the year end you will have determined what type of engagement you need. This decision will be largely based on what level of report your banker or governing organization requires.

Over the years we have come up with a process that works well for our clients to meet their filing requirements efficiently and effectively. We will keep you informed of the progress of your year end as we go through it, and contact you with questions or issues requiring clarification.

Once your year end package is prepared, we will meet you in person or by phone to review your results.  This is an opportunity for us to ensure that you understand your financial statements, and it allows you to take the time you need to ask any questions you have. It also sets you up for the coming year, ensuring you know your installment requirements, and that you have a clear picture of where your business has been and what you’re planning to accomplish in the year to come.



Financial statement preparation orangeville, mono


Christine worked as the controller at a startup company early in her career, she has an MBA from the Rotterdam School of Management, and years of experience running her own small business. We want to be your trusted advisors. If you have a problem and you’re not sure what the next step is, or you just want to bounce something of somebody with whom you’re assured complete confidentiality – pick up the phone and give us a call, we’re here for you.

We often undertake formal consulting engagements for issues that are within our area of expertise. Including reviewing financial controls and providing advice about how to improve them, and assisting business owners with formation of their finance team as their company grows.


Tax planning is an ongoing process that evolves as your business develops. When we meet to review your year end we will discuss issues that have come to our attention, and help you make a plan going forward. Call us anytime during the year though, as things come up, we are there as a resource for you.

Examples of some common issues clients want to address are: whether you should pay yourself salary or dividends; how much you should pay yourself; whether to make your grown children shareholders of the corporation; should you buy or lease your company vehicle; what is the easiest way to meet your HST filing obligations; or what should you do with the cash that building up in your corporation.  All tax planning issues are highly personal, we will take the time to make sure we understand your overall situation and come up with a plan tailored to suit your goals.

corporate tax planning

Business Valuations

We prepare business valuations most commonly for marital tax transactions, or shareholder breakups for purchase and sale of a business. We urge our clients to contact us early when any major events are happening in their lives.

When a marriage dissolves, a well managed plan for dividing assets, that includes your lawyers and accountants at the beginning stages, can save you thousands of dollars of fees in the long run.

Getting professional advice on the sale or purchase of a business can also save you enormous amounts in taxes and reduce headaches down the road.  Once an agreement is signed in cannot be changed, and we often see agreements written where the subtleties of an asset purchase vs. a share purchase have not been adequately addressed.  Often parties also do not understand the difference in price that should exist between and asset deal and a share deal. 




We cannot emphasize enough the need for good planning at all stages of your life. Near the end of your career your thoughts will turn to the future of your business. Generally you have three options: sell the company to a stranger or to someone on your management team; transition the company to your children; or let your customer base decline in a managed way while you reduce your hours as your customers retire. We can help you explore your options, and ensure that your company is structured in a way to make it attractive to potential buyers, and to maximize the tax benefits available.

For the Start-Up Company

TO INCORPORATE OR NOT We will sit down with you and discuss the pros and cons of being incorporated or not, and help you come to a decision that suits your unique circumstances. If you do decide to incorporate, we will coordinate the details with your lawyer to ensure the corporate structure is appropriate and is put in place efficiently.

SETTING UP OF ACCOUNTS: The Canada Revenue Agency and several other government organizations require a multitude of accounts to be set up and remittances to be made. We will help you get sorted out and ensure that you are meeting all your reporting requirements.

GETTING STARTED: Starting a new business can be overwhelming, we can help you start off on the right foot. Putting processes and systems in place so that the administration of your business runs smoothly and you can concentrate on your goals. And we can provide support and advice in dealing with your lenders.