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CPA firm · Markham · Owner-led businesses

Books closed by the 10th. Every month.

Bookkeeping, tax and CFO advice for owner-led businesses, at a fixed monthly price with a CPA reviewing every close.

Book a free 20-min callSee monthly pricing
Reply within 1 business dayFixed monthly priceQuickBooks & Xero
Net cash position · 12 months+12.4%
$184,260
Month-end close
8 days median
Next CRA date
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Desk at dusk with a laptop showing charts, a calculator and a coffee
Receipts matched this monthauto + CPA check
1,284
Transactions categorised
98.6%

Remaining 1.4% queued for your one-click answer.

Illustrative dashboard · sample client figures, not real results

Who signs off

Designated, licensed, and named.

Every monthly close is reviewed by a CPA before you see it. The people below are the ones who answer your emails.

Reply within 1 business dayEmail or portal message, answered by your team, not a ticket queue.
Fair, fixed pricingOne monthly price. Year-end work quoted up front.
CPA-reviewed monthlyReconciliations and HST reports checked before they reach you.
Your data in CanadaPortal hosted in Canada; handled under PIPEDA.
Wei ChenCPA, CA · Founder

Corporate tax and owner-manager planning since 2009.

Priya RamanCPA · Bookkeeping lead

Runs the monthly close for 60+ clients across three time zones.

Omar HaddadCPA, CMA · Fractional CFO

Cash forecasts, bank financing and pricing for growing firms.

CPA OntarioPublic accounting licence #0000000 (sample)QuickBooks OnlineCertified ProAdvisor (sample)XeroCertified advisor (sample)CRA Represent a ClientAuthorised representative

Services

Four jobs, one monthly team.

Pick what you need now; add the rest as you grow. Everything runs on QuickBooks Online or Xero.

Bookkeeping

  • Bank and card reconciliations
  • Receipts matched to transactions
  • Monthly P&L and balance sheet by the 10th

Tax

  • T2 corporate and T1 personal returns
  • GST/HST filings on time
  • Salary vs dividend planning

Payroll

  • Pay runs, source deductions, remittances
  • T4s, ROEs and EHT
  • WSIB reporting

CFO advice

  • 13-week cash forecast
  • Pricing and margin reviews
  • Bank and lender packages
Trades & contractorsJob costing, holdbacks, WSIBClinics & professional corpsDental, physio, medicalE-commerceShopify payouts, multi-currencyRestaurantsPOS reconciliation, tipsReal estate agentsPREC setup, commission tracking

Monthly pricing

Fixed price. Plus HST. That's it.

Sample prices for the demo · HST at 13% (Ontario) · Catch-up bookkeeping quoted separately

CRA deadline calendar

Your next 12 months of due dates.

Tell us four things about your business. Every date shows its source. Dates that land on a weekend move to the next business day, as CRA allows.

Business type

General dates · confirm yours with us
Add all to my calendar (.ics)Book a call to have us file them

Savings estimator

What a monthly close is worth to you.

An illustrative estimate from averages across small businesses. It isn't tax advice; a 20-minute call turns it into real numbers.

How are your books kept today?

Are filings up to date?

Estimated yearly valueIllustrative estimate, not advice
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Book a free 20-minute callReply within 1 business day

Don't send financial documents here. After the call we'll invite you to the secure portal. Privacy: handled under PIPEDA; we never sell your data.

Client portal

No more "can you resend that?"

Every request we make, every document you send and every return we file lives in one place. Log in to see what's waiting on you.

01Upload in the portal, or snap receipts with your phone.
02Forward bills to your private Ledgerline inbox address.
03Drop off paper at reception, weekdays 9 to 5.
Become a client
September close · 3 items need you
Receipt: Home Depot, Sep 12, $418.20Needed
Was the $2,400 e-transfer a loan or a sale?Needed
Q2 HST return filedDone
August statementsDone
Drop receipts here · PDF, JPG, HEIC

FAQ

Straight answers.

What do your services cost?
Monthly plans start at $249 + HST (sample) and are listed above. Year-end returns are included from Growth up. Catch-up work is quoted as a fixed fee after we see your books.
Are you taking new clients?
Yes, for October starts. We onboard six new clients a month so each gets a proper first close.
Do I have to switch software?
We work in QuickBooks Online and Xero. If you're on something else, we'll move you over as part of onboarding.
I'm behind on HST. Can you help?
Yes. We catch up the oldest periods first and, where it applies, look at CRA's Voluntary Disclosures Program with you.
Where is my data stored?
In our Canadian-hosted portal and your accounting software. We handle personal information under PIPEDA and never sell it.
Glass office building with trees in front
Suite 300, 7100 Woodbine Avenue, Markham

Free parking. Five minutes from Highway 404 and Steeles. Sample address

Call 905 555 0163
My deadlinesBook a call