SERVICES
Taking Your Finances to
the Next Level
Small Business Accounting
From day-to-day bookkeeping tasks to administration and corporate records maintenance, our team is dedicated to helping your business thrive. We are experienced in dealing with CRA reporting, audit and dispute resolution.
We offer small business accounting, bookkeeping and tax services. With personalized support, flexible hours and expert advice, we'll take care of your financial needs so you can focus on what you do best – running your business.
Personal Tax Accounting
Our services encompass a broad spectrum of personal tax matters, from standard filings to specialized areas such as property rental income and estate returns. We understand that each individual's financial situation is unique, so we tailor our approach to address your specific needs and goals.
With our personalized service, transparent communication, and dedication to your financial success, you can rest assured that your tax affairs are in capable hands.
Indigenous Finance Services
Through her 15+ years of experience working in Indigenous financial planning services, Joanne has built up a rich understanding and appreciation of the distinct goals and considerations that are critical to the successful financial administration of First Nations Governments and their businesses.
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She understands that effective financial planning is crucial for empowering Indigenous communities to achieve their goals while preserving cultural heritage.
Financial Planning Advice
From strategic planning and budgeting to tax optimization and asset management, we provide practical, relevant, and friendly professional advice that guides you toward financial success.
We recognize that each client is distinct, with their own set of goals and circumstances. Our approach is centred on building lasting relationships with our clients, rooted in trust, integrity, and mutual respect. We take the time to truly understand your unique circumstances, preferences, and objectives, ensuring that our advice is always aligned with your best interests.
Partners in Success
Our mission is to understand your business or personal finances from the bottom up. Our team works closely together to ensure an integrated approach which is affordable for even the smallest businesses. As we see your business grow, the services we offer can be expanded to include forecasts, strategic planning, growth advice and investment decisions
We believe in the value of personal relationships and pride ourselves on being accessible to our clients. This means we can be closely involved in the financial management of your business and encourage ongoing support. We tailor our services to fit your needs so that you receive the right support to promote long-term financial growth and success.
Get in Touch
Questions? Fill out the form or give us a call and we'd be happy to answer your questions.
250 - 674 - 2442