Corporate Tax Planning & Compliance
Look, tax season doesn't have to be a nightmare. We work with you year-round so there's no last-minute scrambling. Been doing this long enough to know every deduction you're probably missing.
What's included:
- T2 corporate returns that actually make sense
- Quarterly tax projections so you're never caught off guard
- Income splitting strategies for owner-managed businesses
- SR&ED credit applications (we've gotten really good at these)
- CRA correspondence handling – we'll deal with them so you don't have to
Financial Statement Preparation & Analysis
Your financials should tell you a story, not put you to sleep. We put together reports that actually help you make decisions – and then we sit down and walk through what it all means for your business.
What's included:
- Monthly or quarterly financial statements
- Profitability analysis by project or revenue stream
- Cash flow forecasting (the most important number in your business)
- Budget vs. actual variance reports
- Year-end preparation for notice-to-reader engagements
Business Incorporation & Restructuring
Whether you're just starting out or need to reorganize, we'll set up your business structure the right way from day one. Done plenty of these for creative agencies, production companies, and solo consultants.
What's included:
- Federal and provincial incorporation filings
- Share structure planning (common vs. preferred shares)
- Corporate reorganizations and amalgamations
- Partnership and shareholder agreements
- Business succession planning for when you're ready to exit
Bookkeeping & Payroll Management
Honestly, most people hate bookkeeping. That's fine – we'll handle the boring stuff while you focus on what you're actually good at. Clean books, on time, every time.
What's included:
- Full-cycle bookkeeping with monthly reconciliations
- Accounts payable and receivable management
- Payroll processing with direct deposit setup
- T4s, ROEs, and all that fun year-end stuff
- Cloud-based system setup (we love Xero and QuickBooks)
GST/HST Filing & Sales Tax Advisory
Sales tax rules in Canada can get weird, especially if you're dealing with clients in different provinces or internationally. We'll keep you compliant and make sure you're claiming everything you can.
What's included:
- Monthly, quarterly, or annual GST/HST returns
- Provincial sales tax registration and filing
- Input tax credit optimization reviews
- Cross-border transaction advisory
- Sales tax audit support and representation
Strategic CFO Consulting Services
Not ready for a full-time CFO but need someone who gets the bigger picture? We'll be your financial partner – helping you plan growth, secure funding, or just make smarter money decisions.
What's included:
- Strategic financial planning and budgeting
- KPI development and performance tracking
- Financing and investor presentation support
- Pricing strategy and profitability optimization
- Monthly strategic review calls (we actually pick up the phone)