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.