• maintaining the General Ledger and General Journal
  • financial statement preparation
  • accounting system setup for new businesses  

We're here to help our clients achieve their business and financial goals.  With over 20 years of tax and accounting experience to draw on we provide services that add value to our clients, allowing them to focus on their business, work and family knowing that tax and accounting issues are taken care of. 

We offer a wide range of professional services with personalized attention being the core of everything that we do. 

Services include, but are not limited to, those listed below.  For additional services please contact us.

Business Succession Planning


For family business owners, providing for business continuity and succession of ownership is essential.  Proper advanced planning is critical to ensure that your business legacy and / or associated accumulated wealth is transferred to the next generation in the smoothest and most tax efficient manner possible.

We can guide you through this complex process and work with you to formulate your business succession plan.


  • transaction accounting for:
  • Tax consulting related to buying or selling a business

Contact us to inquire about your accounting, tax or business advisory needs.

Financial Forecasts and Projections


Forecasting is a necessity when trying to effectively manage and lead a business to profitability.  From simple projections to complex financial modeling, our years of experience can assist you in achieving your business' financial goals.

Estate Planning


Effective estate planning facilitates the orderly transfer of your assets to the next generation, provides security for your surviving spouse or heirs, and can minimize the tax due on the transfer of your assets. 

We can guide you through the complex process of getting your financial affairs in order and work with you to formulate your estate plan.


Douglas A. Pinto, Chartered Professional Accountant, Chartered Accountant

  • cash receipts and disbursements
  • sales invoices
  • accounts receivable
  • accounts payable

Preparation of Financial Statements


We prepare financial statements to meet our clients’ needs and timing requirements.

Once financial statements have been prepared:

  • we explain what the financial statements mean in terms that are understandable; and
  • provide advice on any identified opportunities for improving profitability or efficiency

Advisory Services on Incorporating a Medical or Dental Professional Corporation

For medical and dental healthcare practitioners, we provide guidance and assistance in:

  • Identifying the benefits of incorporating
  • Setting up the medical or dental professional corporation and related documents
  • Setting up a share structure to allow for possible income splitting with family members
  • Tax planning for the practitioner and family members

General Accounting Services


Access to accurate financial information in a timely manner is the foundation upon which a successful business is built.  With a solid foundation of well-organized financial records a business is able to operate efficiently on a daily basis, adapt to changes in the business environment and take full advantage of opportunities as they present themselves.

We provide a full range of cost effective accounting services including the following:

  • bookkeeping (monthly/quarterly/annually), including
  • Individuals
  • Corporations
  • Estates and trusts
  • Not-for-profit organizations
  • GST/HST returns

Business Advisory Services


We provide analysis, consultations and advice related to identifying and finding solutions for areas negatively affecting profitability, growth and the achievement of financial goals.  

The following are just a few of the areas in which we provide advisory consulting services:

  • Business and profitability analysis and strategic planning
  • Cost and expense analysis and planning
  • Business process improvement
  • Business valuations
  • Buying/selling a business
  • Financial, wealth accumulation and retirement planning
  • Accounting software selection and implementation  

Tax - Planning, Preparation and Advisory Services


We provide a full range of tax services from basic tax preparation and filing to advanced tax planning and corporate reorganizations.  Our services will identify key tax planning opportunities that minimize both current and future tax liabilities.

Tax services offered include, but are not limited to:

  • Tax planning for businesses, medical and dental professional corporations, other corporations and professionals, and estates
  • Tax and Information Return preparation and filing for: