Our firm provides a broad range of financial, accounting and tax services to owner-managed businesses, primarily in the health professions and consulting fields.

While our office is located in Burlington, Ontario, we serve our clients throughout Ontario. We believe in being hands on and maintaining close and open relationships with our clients. With low turnover in our team members we are able to provide consistency to our clients. We approach our clients as a team and enjoy working closely with other members of our clients advisory team to ensure that our client’s needs come first and are met on a timely basis.

With a dedicated team of 11, we are small enough to provide timely, personalized and quality service and yet large enough to provide the skills and experience to handle sophisticated matters. Our exceptionally low rate of turnover has provided our clients the opportunity to form ongoing relationships with our team. We have worked hard to earn the respect of our clients and the business and financial community and work hard to make sure every client knows that they are our most important client.

We are a full service accounting and consulting firm. We provide accounting and tax services, including tax planning and tax return preparation, bookkeeping, QuickBooks consulting and training. We work with clients on a one-to-one basis offering personalized service to meet the personalized needs of each of our clients.

While we understand that many people find financial statements and taxes puzzling, we enjoy putting the puzzle together and simplifying the process for our clients!