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, turnover & shared facility audits
Annual financial statement audits for condominium corporations under the Condominium Act and CPA Canada Handbook ASNPO/ASPE — including reserve fund reporting, turnover audits, and shared facility engagements.
Not-for-profit organization audits & reviews
Audits and reviews under ASNPO, with attention to fund accounting, restricted contributions, T3010 compliance and the governance reporting your board needs.
Owner-managed business audits, reviews & compilations
Statutory and lender-driven audits, reviews and compilation engagements for private companies under ASPE — scoped to the standards stakeholders actually require.
Reserve fund engagements
Reserve fund audits and specified procedures engagements supporting compliance with the Condominium Act and the expectations of boards and owners.
Compilation engagements
Compilation engagements (CSRS 4200) prepared to the current standard — appropriate where audit or review assurance isn't required.
Special-purpose & agreed-upon-procedures
Agreed-upon procedures, regulatory filings, and other specified engagements where independent assurance over a defined scope is required.
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 & commodity tax compliance
HST registration, filing and audit support, payroll remittances, and election review — including ITC analysis for organizations with mixed taxable and exempt activity.
Reorganizations & tax-efficient structuring
Section 85 rollovers, estate freezes, butterfly transactions, and corporate reorganizations executed with tax counsel as needed.
CRA correspondence & audits
Representation on CRA reviews, audits and objections — including voluntary disclosures where appropriate.
Internal control & risk reviews
Process walkthroughs, segregation-of-duties analysis, and recommendations sized to the organization — not a Fortune 500 framework dropped on a small NFP.
Budget & forecast modelling
Operating budgets, multi-year forecasts and cash-flow models that boards and lenders can actually rely on — built in spreadsheets you can update.
Governance & financial reporting support
Financial reporting frameworks, KPI dashboards, and board reporting packages designed for the questions your directors should be asking.
Transaction support
Buy-side and sell-side due diligence, quality of earnings analysis, and post-transaction integration support for owner-managed businesses.
Succession & exit planning
Tax-efficient transition strategies for owner-managed businesses — including family transfer, management buy-out, and third-party sale scenarios.
Monthly & quarterly bookkeeping
Full-cycle bookkeeping in QuickBooks Online, Xero or Sage — with proper revenue recognition, accruals, and consistent chart-of-accounts discipline.
Payroll & remittances
Bi-weekly and monthly payroll runs, T4 / T4A preparation, ROEs, source-deduction remittances, and WSIB compliance.
Management reporting & year-end prep
Monthly management reporting packages with variance analysis and commentary — and year-end working papers, schedules and reconciliations prepared to audit-ready standard.
Cloud accounting setup
QBO and Xero implementation, app stack selection (Plooto, Dext, A2X, etc.), and data migration from legacy systems.
Clean-up & catch-up
Bringing back-logged or mis-coded books up to a clean opening balance — so the next audit, return or transaction doesn't start from a hole.
Year-end file preparation
Working papers, schedules, and reconciliations prepared to audit-ready standard — saving fees on the assurance side and time on the management side.
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
- Health Care & Medical PracticesTax · Compliance · Advisory
- Construction & Real EstateAudit · HST · Reporting
- Manufacturing & DistributionAudit · Inventory · Reporting
- Professional PracticesTax · Compliance · Advisory
- Owner-Managed BusinessesTax · Accounting · Reporting
- Private Clients & EstatesT1 · T3 · Estate & trust compliance
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 first call.