Why Hire Us

By identifying eligibility for a government incentive program the company had never claimed, we unlocked over $950,000 in refundable tax credits.

While serving as Accounting Manager for a telecommunications technology company, our founding partner recognized that its research activities qualified for SR&ED tax incentives that had never been pursued. After structuring the claim, preparing financial schedules, and coordinating technical documentation, two claims were successfully approved, generating more than $950,000 in refundable credits. This outcome significantly improved cash flow and demonstrated the value of proactive financial insight.

A client facing over $110,000 in CRA assessments was told there were no options — until we reviewed the file.

After preparing ten years of outstanding tax returns and identifying previously unclaimed deductions and benefits, we reduced the client’s net liability by more than $61,000. Additional steps included restoring withheld government benefits and submitting a Taxpayer Relief request to reduce interest and penalties. The result transformed a stressful financial situation into a manageable resolution.

A client came to me wanting to move his lakeside cottage into his corporation and start renting it out. It sounds simple on the surface, but once you’re dealing with a change in use and a transfer to a corporation, the tax implications can get expensive very quickly. I advised him to proceed with a Section 85 rollover under the Income Tax Act and structured the transaction carefully to defer the capital gains and avoid triggering unnecessary tax. With the right paperwork and elections filed properly, we moved the property onto the company’s balance sheet in a clean, tax-efficient way. It was a great example of how thoughtful planning upfront can prevent costly surprises later.

Early in his career, our founding partner was asked to design a complete inventory system for a wholesale business that required detailed tracking of hundreds of product variations. Several accountants had declined the project due to its complexity. After quickly mastering the required software, he built a fully functioning inventory structure, resolved accounting setup issues, and trained staff on system usage. The successful implementation led to an ongoing advisory relationship as Virtual CFO — demonstrating a hands-on approach to solving complex business challenges.

A mining company reached out to me for help running payroll for their employees at a Quebec-based site. Several Ontario accountants had declined the engagement because of Quebec’s distinct payroll rules and compliance requirements. I understood the complexity, but I also knew it was manageable with the right approach. I stepped in, navigated the Quebec regulations, and set up a compliant payroll system that ran smoothly and accurately. What others saw as a complication, I saw as a challenge worth solving — and we delivered it successfully.