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Industry · SMBs & operating companies

Accountants for SMBs: a partner present all year.

The core of our practice: services, construction and specialty-trade businesses (plumbing, electrical, HVAC), distribution, transport and beyond, who want more than a year-end: a financial partner who knows their file and picks up the phone.

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Three promises, kept file after file

Current numbers, all year

Monthly bookkeeping and a clear dashboard: cash, margins, trends. You make decisions on reality, not on gut feel or six-month-old numbers.

A year-end without surprises

Financial statements and T2 returns planned ahead, instalments calibrated, and an annual meeting to read the results together and decide what's next. Tax is managed before December 31, not after.

A structure that grows with you

Incorporation, holding company, compensation, succession: at the right time, never by reflex. When a need goes beyond accounting, our network (legal, financing, insurance) steps in, and we stay in the loop.

What the engagement can include

  • Bookkeeping, payroll and tax filings
  • Annual financial statements and tax for the company and its shareholders
  • Dashboard and check-in meeting: quarterly or annual, at your pace
  • Tax planning and structures as you grow
  • Access to our 360° network: financing, legal, insurance, grants
Your year, planned
Typical calendar (example)
Every monthbooks current, taxes, payroll
Every quarterdashboard, instalments
Year-endstatements, returns
Annual planning meeting✓
A steady rhythm beats an April sprint.
FAQ · SMBs

Entrepreneur questions

I'm self-employed. When should I incorporate?
Rule of thumb: when your income durably exceeds your personal needs and surpluses can stay in the corporation, or when asset protection becomes an issue. We run the analysis with your numbers, and if the answer is "not yet", we'll say so.
How much does an accountant cost for an SMB?
It depends on transaction volume and the services you choose. Our approach: a monthly or annual package set in advance after the discovery call and diagnosis, never surprise hourly billing. You know the cost before you commit.
We already have an accountant, but he's stopped answering.
That's the most common reason people call us. The transfer is simple: with your authorization, we retrieve your files, verify the state of your books and keep your obligations on track: no interruption, no friction.

Your business deserves a firm that moves with it.

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