Business incorporation & structuring
Helping you choose the right federal or provincial entity and ownership structure to ensure tax efficiency, regulatory compliance, and long-term growth.
Annual report filings
Most corporations in Canada are required to file an Annual Report. Federal corporations must file an annual return each year with Corporations Canada to confirm corporate details. Provincial corporations generally must file an annual report/annual return with the respective provincial registry.
Financial Forecasting, Budgeting & Cash Flow Management
Financial forecasting involves projecting future income, expenses, and financial performance based on historical data and business trends. Budgeting is the process of setting financial targets and allocating resources to control costs and support strategic goals. Cash flow management focuses on monitoring the timing of cash inflows and outflows to ensure sufficient liquidity for daily operations. Together, these tools help businesses anticipate financial needs, avoid cash shortages, and plan for growth. Effective forecasting and budgeting improve decision-making and financial discipline. Strong cash flow management ensures long-term stability and operational efficiency.
ERP selection & implementation
(QuickBooks, Caseware, Zoho, NetSuite, Odoo)
We assist businesses in selecting and implementing the right ERP system, including QuickBooks, Caseware, Zoho, NetSuite, and Odoo. Our services cover system evaluation, customization, integration, and training to streamline operations, improve financial reporting, and enhance overall business efficiency.
Virtual CFO service for startups
Our Virtual CFO services provide startups with strategic financial guidance without the cost of a full-time CFO. We assist with budgeting, forecasting, cash flow management, financial reporting, and fundraising support to help startups make informed decisions and drive sustainable growth.
Business valuation service
Business valuation services to determine the fair market value of your company for purposes such as mergers and acquisitions, fundraising, shareholder transactions, or strategic planning. Our valuations are accurate, reliable, and tailored to meet regulatory and stakeholder requirements.
Due diligence on business acquisitions
We conduct thorough due diligence on business acquisitions, reviewing financial, operations, and risks to support informed investment decisions.
Franchise financial assessments
Our franchise financial assessments evaluate profitability, cash flow, and growth potential to help investors and franchise make strategic choices.