Everything an SMB asks of its firm. And what it should be asking.
Compliance is the starting point, never the destination. Our services follow a business's natural progression: books in order, obligations met, then a tax and wealth structure that works for you.
Bookkeeping
Any business that wants current numbers, not numbers from six months ago.
Books kept monthly on cloud tools, with bank reconciliations, sales tax management (GST/QST) and clear reports. You always know where you stand, and your year-end stops being a surprise.
- Bank reconciliation and receivables/payables tracking
- GST/QST filings and payroll remittances
- Monthly dashboard: cash, margins, trends
Year-ends & financial statements
Operating companies, holdcos, NPOs, condo syndicates.
Compilation, review engagement or audit, depending on your obligations and financial partners. We prepare rigorous financial statements, delivered on time, and explain them in plain language, not accounting-standards jargon.
- Compilations, reviews and audits by CPA auditors
- Annual year-end meeting: reading the results and the financial position (balance sheet), concrete next steps
- Liaison with your bankers and creditors as needed
Personal & corporate tax
Owner-managers, incorporated professionals, business families.
Personal and corporate returns (federal and Québec) filed with rigour, but above all planned. Salary vs. dividends, income splitting where the rules allow, instalments, tax credits: your personal situation and your company's are treated as one.
Tax planning & structures
Growing businesses, shareholders, sale or succession projects.
Holding company, estate freeze, family trust, corporate reorganization: we design and implement the structure that protects your gains and reduces your tax burden: working with partner tax specialists and lawyers when the file calls for it.
Organizational structure analysis
Established SMBs that feel things "could run smoother".
An external, numbers-driven look at your organization: profitability by activity, overhead, roles and processes. You leave with an honest diagnosis and prioritized recommendations, not a report that gathers dust.
Family wealth
Entrepreneurs and professionals thinking about what's next.
Your business is often your largest asset. We help turn it into lasting wealth: succession planning, intergenerational transfer, coordination with your investment and insurance advisors.
360° support
Those who want a single number to call.
Financing, legal, insurance, grants, brokerage: when a need goes beyond accounting, we coordinate the right expert, from our network or among the professionals already around your business, and stay in the loop so everything works together.
A specific need? A doubt?
Describe your situation in two sentences: we'll tell you frankly whether we can help.