Services
What We Do
Accounting Services
Bookkeeping & Monthly Accounting
- Monthly bookkeeping with bank/credit-card reconciliations
- Year-end financial statements that reflect true performance
- Accurate AP/AR tracking and month-end close
- Cash-flow reviews and management reports
- GST return preparation and CRA-ready records
Cloud Accounting, Payroll & Controls
- QuickBooks Online setup, cleanup, and real-time dashboards
- Expense tracking with categorized receipts and spend controls
- Payroll processing with deductions, T4/T4A, ROE, and CRA remittances
- Secure document workflow and audit-ready trails
- Scalable processes that grow with your business
Tax Services
Individual Tax Services
- Prepare and file T1 returns for employees, contractors, and self-employed (T2125)
- Optimize RRSP/TFSA, credits, and deductions (moving, tuition, medical, childcare)
- Rental & investment income reporting, capital gains planning
- GST/HST registration & filings for sole proprietors
- CRA representation for reviews/audits and installment planning
Corporate & Partnership Tax Services
- Year-end T2 corporate returns and T5013 partnership filings
- Tax planning: salary vs. dividends, small business deduction, income splitting
- GST/HST returns, elections, and compliance for Alberta businesses
- T4/T5 slips preparation, shareholder loans, and minute-book support
- CRA dispute & audit support, payment/instalment strategies
Estate & Trust Tax Services
- T3 trust & estate returns, slips (T3/RL-16), and distribution reporting
- Estate freeze & succession planning for owner-managed businesses
- Capital gains and principal residence exemption guidance
- Clearance certificate applications and CRA correspondence
- Coordination with legal advisors to administer estates efficiently
Financial Advisory
Fractional CFO & Strategic Advisory
- Budgeting, rolling cash-flow forecasts, and scenario planning
- Profitability analysis: pricing, unit economics, and cost optimization
- Monthly KPI dashboards and performance reviews for owners/boards
- Capital planning: lending packages, covenants, and banker-ready reports
- Finance ops upgrades: policies, controls, and scalable workflows
- Part-time CFO support without full-time overhead
Automation & Reporting
- Automated management dashboards (Excel/Power BI)
- Custom financial report templates: P&L, cash flow, AR/AP
- Month-end automation: reconciliations, variance packs, and close checklists
- Data integration from QuickBooks Online and spreadsheets; Power Query/VBA
- Scheduled report distribution and email summaries to stakeholders
- Clean, audit-ready files that cut manual work and speed up decisions
Request A Quote
Tell us a bit about your business and the services you need—we’ll send a tailored, no-obligation quote within one business day. CPA-led, fixed-fee options available for bookkeeping, payroll, and tax.