Accounting & CFO Advisory for Growing Canadian Businesses

Bookkeeping, tax, and CFO-level financial leadership — built for business owners who want clarity, control, and confident growth.

35+

Legacy Expertise

Reliable Solutions for Your Financial Needs

We believe accounting should do more than report the past. It should bring clarity to the present and direction to the future. That philosophy drives everything we do — from accurate bookkeeping and tax planning to CFO-level financial leadership that helps businesses grow with confidence.

Built for accuracy, compliance, and peace of mind.

For businesses needing clean books, tax efficiency, and compliant operations.

Services

Bookkeeping
Tax planning
Payroll & compliance
Business setup, changes & closures
Forensic accounting

Outcome
Accurate, compliant finances—handled without stress.

Built for growth, control, and better decisions.

For owners and CEOs who need CFO-level insight scale with clarity.

What You Get

Fractional CFO leadership
Cash-flow forecasting & financial modeling
Business planning & growth strategy
KPI dashboards & management reporting
ERP & financial systems consulting

Industries
SaaS, Manufacturing, Mining, Construction, and growth-stage businesses.

Outcome
Clear direction and better decisions—without a full-time CFO.

Who We Work With

We work with Canadian businesses that are growing — and need financial clarity that keeps up.

SaaS & Technology Companies

Scaling revenue, managing burn, preparing for funding

Manufacturing Businesses

Cost control, margins, production-driven forecasting

Construction Companies

Job profitability, cash flow timing, financial control

Mining & Resource Companies

Project economics, capital planning, reporting discipline

Owner-Managed & Professional Services Firms

From stability to structured growth

Doctors & Physicians

We understand all kind of tax, reporting, and regulatory realities

Our Partner

Our firm is led by senior CPAs and financial leaders with deep experience across accounting, tax, and CFO advisory.
We bring both technical rigor and business understanding — so advice is practical, not theoretical.

Tricia Brown

John Xue CPA, MBA

Danielle Margerison

Portfolio of Excellence

Real projects delivered for real clients, focused on performance, usability, and business outcomes.

Built to Scale With Your Business

Many clients start with bookkeeping and tax support — and later transition into CFO advisory as their business grows.
Others engage our CFO Advisory Division directly when complexity increases. Our structure allows you to:

Start where you are

Add support as needs evolve

Avoid paying for services you don’t need

Always receive senior-level oversight

What Our Clients Say

Client feedback highlighting our reliability, accuracy, and professional tax support.

Their team explained each step of the tax process and ensured everything was compliant. The experience was straightforward and efficient.

Everything was handled professionally and on time. The tax filing process was clear, and all questions were answered without delays.

Year-end tax planning was well structured and helped us organize our finances better. Documentation and reporting were accurate.

They handle our recurring accounting requirements with consistency. Communication is clear and documentation is complete.

We have been using their accounting and bookkeeping services for multiple years. The work is consistent and reliable.

They assisted us during a CRA review and managed the communication professionally. The process was handled without complications.

Ready for Financial Clarity and Control?

Whether you need dependable accounting or strategic CFO leadership, we’ll meet you where you are — and help you move forward with confidence.

Home