Three things, done well.

This is the core of the practice: year-end financial statements and compilation engagements for incorporated small and mid-sized businesses, prepared by the same CPA who knows your file year over year.

A year-end with me isn't a hand-off to junior staff. I work directly with your records, and with your bookkeeper if you have one, to produce financial statements you can rely on, file your corporate tax return, and keep your GST filings on side. Along the way I'm watching for the things that matter to owners: how much to leave in the company, what CRA will look at, and what next year should look like.

Most year-ends are turned around within two to three weeks of receiving complete information, and every engagement ends with a review meeting, not just a package in the mail.

Some businesses need more than a compilation. If your bank, bonding company, investors, or a shareholder agreement require reviewed financial statements, a review engagement provides limited assurance that your statements are plausible, without the cost and disruption of a full audit.

The process is built to be thorough yet efficient: planning up front so document requests come once, not in waves; analytical procedures and inquiries focused on the areas that actually carry risk in your business; and a clear timeline agreed before we start. Having spent years on the other side as a CRA auditor, I know what reviewers and lenders look for, and how to get there without burying you in requests.

If you're not sure whether you need a review or a compilation, that's a five-minute conversation. The requirement usually comes from your lender or agreements, and it's worth confirming before paying for more assurance than you need.

Good tax planning for an incorporated owner isn't a one-off exercise. It's decisions made deliberately, usually at year-end, with the full picture in front of you. That's how I approach it.

The recurring work is salary and dividend planning: finding the right mix for your situation each year, factoring in cash needs, RRSP room, CPP, and where your corporation's income sits against the small business limit. For owners building wealth inside their companies, I advise on holding company structures: when one makes sense, how to move funds between entities cleanly, and how passive investment income affects your small business deduction.

Owners with more than one entity get particular attention: intercompany balances, management fees, and dividend flows that are easy to get wrong and expensive to fix later. Where a corporate reorganization is called for (an estate freeze, a share restructuring, introducing a family trust), I plan and coordinate the work in collaboration with specialist tax counsel, so you get specialist-level execution with a single point of contact.