Personal accounting and tax
Accounting and tax services for personal clients.
Who it is for
Personal clients
What is included
Personal (T1) tax return preparation and filing, and tax planning support.
Services
Accounting and tax for individuals, year-end work for corporations, and hands-on financial leadership for organizations that need it without the overhead of a full-time hire.
Corporate year-end
Year-end services for corporations.
Who it is for
Corporations that need a year end done
What is included
Year-end financial statements, year-end schedules and adjusting entries, and corporate (T2) tax returns.
Fractional and interim Controller services
Experienced, hands-on financial leadership without the overhead of a full-time hire.
Who it is for
Organizations that need experienced, hands-on financial leadership, often during periods of growth, change, turnover, or post-cleanup.
What is included
- Fractional or interim Controller support
- Month-end and year-end clean-ups
- Financial reporting and analysis
- Process and control improvements
- System transitions and workflow optimization
- Support during audits, reviews, or external reporting
Let’s talk about what you need
Send a short note about your situation and we can talk through next steps.