Taxes, books, and the decisions in between.
Engage one service or the whole back office. However you start, everything is handled by the same team, on one fixed monthly fee, and kept consistent from month to month.
Service 01
Bookkeeping in Ottawa
Books that are current, reconciled, and actually readable, from a bookkeeper local to Ottawa, so you can make decisions on real numbers instead of a hunch.
- Monthly bookkeeping in QuickBooks Online or Xero, reconciled and reviewed.
- Financial statements every month. After each month closes, you get your statements before the end of the next month, so you always see what is happening in your company.
- Bank and credit card reconciliations with a documented month end close.
- Accounts payable and receivable tracking and simple approval workflows.
- Clean up and catch up for books that have fallen behind.
Service 02
Personal Tax Accountants in Ottawa (T1)
Your return, done accurately and on time by an accountant in Ottawa, with the planning conversations that actually lower next year's bill.
- T1 preparation and filing for employment, pension, investment, rental, and self employment income.
- Newcomers and departures, first Canadian return, residency questions, foreign income reporting.
- Investment and property, capital gains, adjusted cost base tracking, principal residence rules.
- CRA support, responses to review letters, adjustments, and prior year corrections.
- Year round planning, RRSP, FHSA, and TFSA timing, income splitting, instalments, tuition and medical claims.
Service 03
Corporate Tax Accountant in Ottawa (T2)
Year end financial statements and corporate filings for businesses you own and run in Ottawa, with your personal picture kept in view.
- Compilation (Notice to Reader) financial statements and T2 corporate return.
- Remuneration planning, salary and dividend mix, RRSP room, CPP considerations.
- Instalments and balances calculated and scheduled so nothing is late.
- GST/HST and payroll year end reconciled to the financial statements.
- Multi year view, loss carry overs, capital dividend account, and timing of large purchases.
Service 04
Payroll & GST/HST Services in Ottawa
The recurring compliance work that quietly causes the most stress, handled by a payroll service in Ottawa. Set up once, then handled every cycle.
Payroll
Pay runs, direct deposit, source deductions, ROEs, and T4 and T4A slips, filed on the CRA's schedule, not yours.
GST/HST
Registration, return preparation, and filing on a monthly, quarterly, or annual basis, reconciled to your books.
Remittances
Calculated, calendared, and confirmed, with reminders before each due date so a notice is never the first you hear of it.
Service 05
Business Advisory & Fractional CFO Services in Ottawa
A financial partner in the room for the decisions that do not fit on a tax form, offering fractional CFO services in Ottawa for hiring, pricing, financing, and growth.
- Cash flow forecasting, a rolling view of what is coming in and going out.
- Budgeting and targets you can measure against each month.
- Pricing and margin analysis by product, service, or client.
- Financing readiness, statements and projections lenders will take seriously.
- Quarterly review meetings, what the numbers say and what to do about it.
Service 06
Business Plans
A clear, numbers backed plan for a new venture, a pivot, or a financing application. We do not handle incorporation or company registration, but we will build the plan that sits behind it.
- Financial projections, revenue, costs, cash flow, and break even, built on assumptions you can defend.
- Lender and investor ready format, the structure banks and programs expect to see.
- Scenario modelling, best case, base case, and downside, so you know your margins for error.
- Pricing and unit economics that hold up under questioning.
- A working model you keep and update, not a document that goes in a drawer.
Pricing
One fixed monthly fee. That is the whole model.
You get a fixed quote after the discovery call, based on your business, not an hourly meter that punishes you for asking questions.
- One clear number every month, agreed before we start. No hourly billing.
- Everything is in it: bookkeeping, your monthly financial statements, GST/HST, payroll and T4, T5, and T4A slips, your corporate tax return, and your personal tax return filed on time.
- The guarantee. Your financial statements reach you every month, on time, or that month is free.
- No surprise invoices. If the scope genuinely changes, we re-quote openly before doing the work.
What a quote depends on
- Number and type of income sources or entities
- Transaction volume for bookkeeping
- Payroll frequency and headcount
- GST/HST filing frequency
- State of existing records
- How often you want to meet
You get your exact monthly figure after the free discovery call. Book a call to get yours.
Industries We Work With
We already know how your sector earns and reports.
Experience across these industries means faster onboarding and advice that fits how your business actually runs.
Common Questions
Before you book
Next step
Tell us what you need. We will tell you how we would help.
A free 30 minute consultation, and a flat quote to follow.