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The Monthly Client Dashboard


Our monthly client dashboard provides you a regular update on your business, we follow up with an in person or virtual CFO advisory providing information on:

• Your financial statements with comments on any variations, trends etc to help you navigate, plan, & run your business.
• We help you with tax assessments, outstanding payments, CRA audits, pending notices and of course filing both corporate & personal returns.
• Amid COVID we have worked hard to build a secure virtual environment that gives you the option to not leave your house and still manage your business successfully, stay compliant and strategize. However, it would be a delight to meet you personally every month at our offices, or at your convenience we visit you.
• HST/Payroll / Company incorporation needs.
• We also help you build short & long terms business plans, carry out due diligence on any acquisitions and provide business valuations.

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50% off on monthly client dashboard


50% Discount

The Clearwater Advantage | Small Business Accountants

We are offering new businesses and entrepreneurs a reduction in our fees for a period of 3 months starting August 01, 2020
We are making all attempts possible along with our fellow Canadians to bring back jobs and help stimulate the economy to normal pre-COVID levels.
We have over 30 years of experience in the accounting & finance field and bring you in person CFO Consulting, backed by Monthly Client Dashboard.

We assist you with :

• Company Incorporation
• Monthly Bookkeeping
• CRA registration
• Form 1 submission
• Corporate Tax Filing, Strategic Planning, Payments monitoring
• CRA Audits
• Business Planning
• Payroll

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