What we do, and how we deliver it.
Four service lines, executed to the same partner-led standard. Below is what each entails — and the kinds of engagements where we add the most value.
Condominium corporation, turnover and shared facility audits
Annual financial statement audits for Ontario condominium corporations and shared facilities, including turnover audits and reserve fund compliance matters under the Condominium Act, 1998. Audits are conducted in accordance with Canadian Auditing Standards, with financial statements prepared in accordance with ASNPO.
Not-for-profit organization audits and reviews
Audits and reviews for not-for-profit organizations in accordance with ASNPO, with attention to fund accounting, restricted contributions, and governance reporting for boards and stakeholders.
Owner-managed business audits, reviews & compilations
Statutory and lender-driven audits, reviews and compilation engagements for private companies reporting under ASPE, with engagement scope aligned to stakeholder and reporting requirements.
Corporate tax (T2)
Federal and provincial T2 returns for active businesses and holding companies, integrated with year-end planning and shareholder remuneration strategy.
Personal tax (T1)
T1 returns for owners, executives, professionals, and individuals with rental, investment, foreign-asset (T1135), or self-employment complexity.
Trust & estate filings (T3)
T3 trust returns including the bare trust reporting framework, estate tax compliance, and clearance certificate filings.
HST & payroll compliance
HST registration, filing and audit support, payroll remittances, and election review — including ITC analysis for organizations with mixed taxable and exempt activity.
Internal control & risk reviews
Process walkthroughs, segregation-of-duties reviews, and practical recommendations tailored to the size, structure, and risk profile of the organization.
Budget & forecast modelling
Operating budgets, multi-year forecasts, and cash-flow models designed to support board oversight, lender reporting, and management decision-making, built in spreadsheets you can update.
Governance & financial reporting support
Financial reporting frameworks, KPI dashboards, and board reporting packages designed to help boards monitor financial performance, identify key risks, and support informed decision-making.
Monthly & quarterly bookkeeping
Full-cycle bookkeeping, including revenue recognition, accruals, account reconciliations, and consistent chart-of-accounts structure
Payroll & remittances
Bi-weekly and monthly payroll runs, T4 / T4A preparation, ROEs, source-deduction remittances, and WSIB compliance.
Management reporting and year-end preparation
Monthly and quarterly management reporting packages with variance analysis and commentary, together with year-end working papers, schedules, and reconciliations prepared to support the year-end reporting process.
Cloud accounting setup and clean-up support
QuickBooks Online implementation, clean-up of backlogged or mis-coded accounting records, and migration support to establish reliable opening balances and consistent reporting.
The sectors where we go deep.
Specialization is what makes a boutique practice work. Our partners have spent careers inside the regulatory frameworks, accounting standards, and stakeholder dynamics that shape these industries.
- Condominium Corporations & Shared FacilitiesAudit · Turnover · Tax Compliance
- Not-for-Profit OrganizationsAudit · Governance · Reporting
- Construction & Real EstateAudit · HST · Reporting
- Manufacturing & DistributionAudit · Inventory · Reporting
- Professional PracticesTax · Compliance · Advisory
- Owner-Managed BusinessesTax · Accounting · Reporting
We don't take on every engagement. The ones we accept, we do exceptionally well — and we sign the reports ourselves.Donna Liu, CPA, CA, LPA · Managing Partner
Ready to talk through your engagement?
A short scoping conversation is usually enough to determine whether we are the right fit. There's no charge for the initial call.