Based in Edmonton · Serving businesses across Canada
One engagement, one monthly fee, and everything that has to be filed.
The books, the close, corporate and personal tax, the GST, the planning, and the CRA correspondence when it comes — for owner-managed companies across Canada.
Book a conversationWhat the firm does
Everything a business needs from an accountant. Under one engagement.
Most owner-managed businesses end up with three providers — someone keeping the books, someone filing the return, and someone to call when a decision needs numbers behind it. All three sit here, which is why the person filing the return already knows why the number moved.
Accounting
The books, closed on a date you can plan around.
- Monthly bookkeeping
- Month-end close on a fixed date
- Management reporting and dashboards
- Payroll and source deductions
Tax
Filed on time, and planned before the year closes rather than after.
- Corporate tax — T2
- Personal tax — T1
- GST/HST filing and recovery
- Year-end and ongoing tax planning
- Owner-manager, estate and succession
- CRA audits, objections and disputes
- Cross-border and US filings
Advisory
The work that turns a set of books into a decision.
- Fractional CFO and controller
- Board and investor reporting
- Budgeting, forecasting and FP&A
- Readiness for an auditor, lender or buyer
- Cash flow and working capital
- Systems selection and implementation
Engaged together or separately. Each is a scoped engagement with its own letter and its own fee — never bundled by default, and never charged for work nobody asked for.
The client portal
You should not have to ask your accountant how the business is doing. Open it and look.
Revenue, margin, cash and runway on the first screen, with the statements, filings, CRA correspondence and invoices behind it — included with every engagement, and current between closes rather than as at a month-end you have already forgotten. Click through the tabs below: this is the software itself, not a picture of it.
Welcome back, Dana
Here's where things stand this month.
This was built here, by the CPA who reviews what it shows — which is also why the live figures and the closed, reviewed ones are labelled differently rather than presented as the same thing. Your ledger stays in QuickBooks or Xero, in your name: the portal reads it, and you can leave with your data whenever you like. Conversation still happens by email and phone — nothing important lives only in the portal.
Nobody re-explains the business every January.
A named CPA owns the engagement from the scope through to the filing, and the name does not change. Where a return takes a position, the reasoning is written down at the time — so the answer in year four is the same answer, and you are not the only person left who remembers why.
- Your file has a name on it
- One named CPA, from the scope to the filing.
- Context is not lost
- The person filing the return already knows why the number moved.
- An answer, not options
- A position taken and defended, with the reasoning written down.
Where this usually starts
Different businesses. The same five conversations.
The books are behind, and nobody trusts the number.
Months out of date, or done but never reconciled. They get caught up, closed on a fixed day each month, and reported the same way every time so the trend actually means something. Nobody is made to feel bad about the state they arrived in — it is the most common way a file starts.
A letter came from the CRA and it is sitting unopened.
Forward it and stop thinking about it. GST and post-assessing reviews, shareholder benefit assessments, payroll and source-deduction assessments, T2 audits and objections — the correspondence, the deadlines and the file are handled here, with you told what is happening and what it is likely to cost.
Salary or dividends — and nobody has actually run the numbers.
The shareholder loan, the RRSP room weighed against what stays in the company, whether the shares would even qualify if you sold, what the holdco is for. These are corporate decisions that are only correct by reference to your personal return, which is why both are done here.
Year-end is coming and the tax bill is a guess.
The number is worked out while there is still time to change it rather than reported to you in April once nothing can be done. T1, T2 and GST filed on time, and the planning done before the year closes — which is the only point at which planning is still planning.
There is a decision, and the numbers are not ready for it.
A lender's diligence request, a board that needs a package it can read, a buyer, a raise, a forecast you can defend. The firm that already has your numbers does it, which means no hiring anyone and no explaining your business from the beginning.
The honest comparison
There are three other ways to do this. Each one is reasonable.
Splitting it across three providers
A bookkeeper, a tax preparer and an advisor, each good at their part. What falls between them is context: the person filing the return in April is meeting the year for the first time and has no way to ask why a number moved in July.
Keeping it in-house, part-time
Workable while the business is simple, and it keeps the knowledge in the building. It stops working at the point where the questions get technical — a shareholder change, a GST assessment, a lender asking for statements in a particular form.
Hiring a controller full-time
The right answer eventually, and better than any outside arrangement once the business can carry it. Until the revenue supports a salary, benefits and the risk of that person leaving mid-year, it buys a few days a month of work at a full-time price.
The case for this one
One firm holding the books, the return and the decision that follows.
A fixed monthly fee agreed before the work starts, a written answer inside two business days, and a scheduled review every month. The accountant who files the return is the one who already knows why the number moved. That is the whole of the argument; the three above are not wrong, they just leave somebody holding the gaps.
How an engagement runs
From the first call to a close nobody thinks about.
A call, and a number
Thirty minutes on the business and where the books stand today. The call ends with a recommended scope and a price, not a proposal three days later.
The file is taken over
Books migrated, QuickBooks or Xero connected, the prior year reviewed, and the handover with the outgoing accountant handled here. Whatever is wrong surfaces before it becomes a problem.
A close that lands on a date
Every month, on a fixed day: statements, a dashboard, and a short note on what changed and why. In the portal, not buried in an inbox.
The hard things, as they arrive
A CRA letter, a lender's diligence request, a board deck, an acquisition — handled by the firm that already knows the numbers.
One view of the whole structure.
Most owner-managers cannot answer “what am I actually worth” without an afternoon and three logins. The operating company, the holdco, the family trust, the house and the rentals all sit in different places, and the hard parts — retained earnings, shareholder loans, the deferred tax inside the corporate structure — are judgement calls rather than account balances.
The software built for this starts around a thousand dollars a month and is sold to family offices. We are building the version for the rest of us, inside the portal you already have.
Be told when it ships
One email, when it is actually live. No newsletter, no drip sequence.
Find out what this would look like for the business.
Thirty minutes on the company and where the books stand. The call ends with a recommended scope and what it would cost.
Book a conversation