We are a cloud-based CPA firm focused on equipping businesses for healthy growth. We guide business owners to position their business to sell, in order to maximize value at the time of sale, and profit in the intervening time, however long that may be.
Your one-stop shop for all operational accounting and business advisory needs.
Your one-stop shop for all your management and financial accounting and business advisory needs.
Whether you need bookkeeping for your start-up, or a fractional CFO for your growing company or to cover a finance leadership transition, and all the analysis, advising and tax planning and filing in-between, whatever stage your business is at, our team is ready to help you ensure your accounting operations and financial strategy are in place for healthy business growth.
How We Can Help Your Business
Need someone to help with your bookkeeping?
Need to take care of your personal and corporate taxes?
Need someone to take care of your financial operations?
Need help setting up systems in your business or organization?
We've got you covered. Below are some specific areas we can help!
Finance department leadership and development, financial reporting, analysis, budgeting, forecasting, and workflow systems and process review and analysis. Available for temporary coverage if your business is in transition, or on a longer term basis.
Not quite ready for a Controller or CFO? No problem. With our Business Health Check service, you will have a Zoom meeting either monthly or quarterly to review your financial performance and other important metrics, financial forecast, and to discuss your business strategy and other objectives to help you be better informed for strategic planning and decision making.
Preparation of financial statements and compilation engagement report in accordance with the Auditing and Assurance Standards Board's (AASB) CSRS 4200, Compilation Engagements standard.
Your choice of a video walk-through or meeting to review your financial statements will help you understand the story of your business that the numbers tell.
Understand what impacts your taxes in order to better plan and optimize tax strategies, and let us take care of preparing and efiling your personal, corporate or trust tax returns. Also rest easy with optional support for CRA communications or review.
Streamlined bookkeeping with interim financial reports and video analysis, so you always know where your numbers are at, while also staying on top of tax and compliance requirements throughout the year.
Who we work with
While we have a diverse range of experience with different industries, the following areas are those in which we have exceptional experience and expertise.
Simplify Your Accounting
While there may be technical complexities in accounting and finance, the process doesn't need to be complicated. We simplify the process with cloud-based tools and streamlined systems, to not only make working with an accountant less complicated - but we would also love to see it become enjoyable while still delivering on our objective to help you achieve your business and personal finance goals!
We highly value exceptional service. Here's what some of our clients are saying:
"Josh has been a great support in making key financial decisions for my business. His diverse background allows him to relate to his clients and communicate complex concepts in a way that is easy to understand (he would make a great professor someday!). Josh’s exceptional professionalism, personable nature, and dedication to excellence make him an invaluable partner for any business. I highly endorse Josh for anyone seeking top-notch accounting and business advisory assistance."