Bookkeeping & Accounting
Clarity in Your Numbers.
Increase profitability. Focus on what you do best: running your business.
We offer three flexible service packages, designed to support business owners at every stage – from startup, to growth, to scale. Whether you’re laying the groundwork, optimizing operations, or preparing for expansion, our solutions provide the expert guidance and financial services you need to thrive — while we handle the bookkeeping and accounting.
Business Sense
Perfect for small business owners and entrepreneurs looking to streamline bookkeeping, simplify tax management, and gain actionable insights – all while integrating personal financial planning for holistic growth.
- Bookkeeping & digital Management
- Performance dashboard
- HST reporting
- Personal income tax
- Payroll & remittances
- Business sense reporting
- Personal financial planning
$585+
monthly
Business Savvy
Ideal for businesses ready to grow needing financial oversight, guidance and advice, this service includes everything in Business Sense + advanced tax and strategic business planning to ensure long-term success.
- Business Sense +
- Financial statements
- Corporate tax returns
- Business planning
- Tax planning
- Estate planning & tax structures
$895+
monthly
Business Acumen
For business owners ready to scale with confidence, Business Acumen provides a fully strategic approach to managing and growing your enterprise. This package expands on Business Savvy with advanced financial planning, comprehensive business support, personalized advisory services, and access to our trusted network—equipping you with the insight and guidance to reach your goals.
- Business Savvy +
- Multiple business & entity management
- Strategic business planning
- Supply chain support
- Business support & advisory
- Personal & family financial planning
Frequently Asked Questions
How do you support business owners in growing wealth?
We guide clients from early wealth-building. through family planning (RESPs, tax strategies) to advanced estate wealth (private markets, trusts, offshore planning).
Do you help with both personal and corporate tax planning?
Yes. We handle both personal tax filings (T1 returns) and corporate tax compliance, ensuring your entire financial picture is working together. Many firms focus on either business or personal taxes – we believe the real growth happens when both are strategically aligned. By bridging your corporate finances with your personal wealth goals, we help you keep more of what you earn and reinvest it for the future. Each of our service packages is designed to address this exact need, combining tax efficiency with business growth strategies so your company’s success directly fuels your personal wealth.
Do you handle both financials and business growth strategy?
We offer end-to-end support—combining bookkeeping and finance with strategic advisory across operations, sales, marketing, HR, IT, supply chain, tax planning, and legal guidance.
Do you work with businesses outside of Hamilton?
Yes—while we’re based at Uptown Business Club in Hamilton, Ontario, we serve clients across Canada through fully digital advisory delivery.
Who is your ideal client?
We support business owners across all industries and of various sizes, from early-stage entrepreneurs to established enterprises. Our ideal clients are those looking to streamline operations, gain financial clarity, implement effective tax and estate strategies, and scale with confidence. Whether you’re building, growing, or transitioning, we tailor our approach to meet you where you are.