Take Charge of your Finances and Grow with Strategic Management Accounting & Bookkeeping Services in Kawartha Lakes

 

Our Services

STRATEGIC ACCOUNTING AND Bookkeeping

As a QBO Elite ProAdvisor and Dext Partner, we work with businesses that do not have an in-house bookkeeper to make sure you have the up to date information you need to make financial decisions while spending as little time as possible doing strategic bookkeeping tasks.

Tax and Compliance

The meat and potatoes of strategic accounting firms. We make sure your compliance filings are up to date and the government is off your back.

  • Business income tax returns

  • HST filing

  • Corporate filings

 

Advisory and Planning

This is where we shine. With your books organized and compliance taken care of, we can help you focus your energy on where it matters most. We can help you manage cash, make decisions, reduce taxes, and focus on the most effective wealth building strategies for you.

Custom Bundle

We create a custom bundle of services that will help you grow. We will adjust and adapt this as necessary to meet the objective of growing your business and your wealth. Custom Bundles include:

  • Software set up and training

  • Regular monitoring and reporting

  • Tax and compliance filings

  • Custom planning and meetings to help you grow

Pricing presented in the proposal is based on our average for the size of business selected.

Once you start a proposal we will reach out for a free consultation, at which point we will provide a more accurate cost estimate.

During your free consultation (30 to 60 minutes) we will learn what is important to you in choosing an accountant. We will discuss your business and determine how we can help you save time, take charge, and grow. Our services are available individually or in a custom package designed specifically for you.

Not sure what’s best for you?

How it works:

1.

YOU SCHEDULE YOUR FREE CONSULTATION

2.

WE CREATE A PLAN JUST FOR YOU

3.

YOU GET BACK TO GROWING YOUR BUSINESS