our umbrella of services
Business Planning & Advisory

If you don’t know where you are going, how will you know that you are moving in the right direction? Business and advisory services are all about establishing a path, goals, and metrics that will help make sure you get there strategically.

Corporate & Personal Tax

We can complete your corporate taxes and your personal tax. By understanding your goals, we can make adjustments that can help to keep your income taxes at the most effective level.


The basis of all financials. Bookkeeping is the foundation in which financials, taxes, and planning is made. We can provide high-quality bookkeeping services that are technology-focused so that they are more efficient, user-friendly and cost-effective.

Cashflow Planing & Forecasting

To take any trip, you probably need money in your pocket. We can provide you, your investor or your lender a comprehensive cash flow plan so that you make sure that money is coming in when you need it the most.

Notice to Readers

Whether it is for your own review or for financial institutions, we can prepare professional statements that will position you for the best outcome to reach your goals.

Software Transitions

Modernizing your accounting systems will allow for increased integration with other accounting platforms and efficiency in understanding your business transactions.


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Our Mission

  • Provide financial analysis and professional accounting services that are client-centric.
  • Develop in-depth knowledge and understanding of the client’s business operations and processes to provide strategic financial guidance.
  • Continuous engagement and collaboration with clients to manage current and future business goals/needs.

Our Vision

Provide full financial visibility to help clients understand business operations and allow for strategic growth.

Chartered Professional Accountants of OntarioNipissing UniversityNorth Bay & District Chamber of CommerceThree Best Rated®


Our charges are based on time spent. Since the circumstances of individual clients vary enormously, we think this is the only reasonable way of charging. The hourly rates vary depending on the individual involved and in a few cases on the complexity of the work. We are always pleased to discuss the probable level of fees with prospective clients. A few services, principally payroll, are charged at set rates.
Yes. We are happy to talk to prospective clients about their requirements on the phone, at a meeting or both. Unlike some firms, we do not set a maximum time for the meeting. However, to safeguard our position, we do reserve the right to make charges if the discussions move to giving detailed advice.
We have clients in many areas of business and the answer may well be yes. We don’t really think that in the majority of cases this matters. The accounting and tax problems for most businesses tend to be remarkably similar.
Broadly speaking, we deal with most types of business. We do have a number of firms of solicitors as clients, and are very familiar with the Accounts Rules and the requirements for reporting to the Solicitors Regulation Authority. We also deal with a lot of property related work and therefore have a broad range of experience in this.
Accountants are obliged by their professional ethics to obtain professional clearance from the previous accountant. In almost all cases this is not a problem. The procedure for handing over a client’s affairs is then usually very straightforward. The previous accountant should not make a charge for this and we would naturally not charge either.
We can give general advice about the tax effect of taking out a pension. We are not authorised to sell pensions or other investment products such as ISA’s, or to give advice about specific companies or products. This is because we do not think we could ever make the investment in resources necessary to give the first class advice, which our clients expect and obtain in other areas of our practice.



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