Services
Strategic Finance & Business Advisory
Decision-led financial leadership for businesses that have outgrown basic reporting but do not need — or are not
ready for — a full-time CFO.
Often described as fractional CFO services, this work starts with the decisions the owner or management team
needs to make.
We then build the reporting, forecasts, processes and financial discipline required to make those decisions well.
We are most valuable when there is a real decision pending — growth, financing, expansion, pricing or transition
— not when the objective is simply to add another dashboard.
The work can include
- T2 corporate income-tax returns.
- Coordination between corporate and owner filings.
- Salary, dividends and shareholder-account considerations.
- Year-end tax estimates and instalment planning.
- Tax consequences of significant business decisions.
- CRA correspondence and issue resolution within an agreed scope.
- Cross-border interface matters.
- Tax considerations arising from succession, death or transition.
- Coordination with legal counsel on reorganizations or transactions.
Good fit
We work best with incorporated owners who provide reasonable records, value planning and are prepared to
address underlying accounting issues when necessary.
We do not offer bargain tax preparation or unsupported emergency turnaround.
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