Professional Services


  • Accounting
  • Audit
  • Cash flow and other forecasts
  • Compensation strategies
  • Compilation engagements
  • Corporate re-organizations
  • Business consulting
  • Business start-up advisory (prior to incorporation)
  • Business succession planning
  • Estate planning
  • Review engagements
  • Financial Statements and related notes
  • Tax planning services
  • Tax return preparation
  • WSIB, GST, PST issues


  • Accounting for unincorporated businesses
  • Income tax return preparation
  • Capital gains/losses tax planning
  • E-File tax returns
  • Registered Retirement Savings Plans
  • Rental properties
  • Retirement planning
  • Succession planning
  • Tax planning

Bookkeeping services

For clients that do not have an internal accounting staff, I generally assist them in locating freelance bookkeepers to perform this function (through an interview process) as this is the most economical way to maintain records if you do not require a full time accountant on staff. I work very closely with many external bookkeepers who provide accounting/bookkeeping services on a part-time basis. I also assist clients in hiring full time accounting staff.