Audit
Reasonable assurance
An independent opinion on whether the financial statements are presented fairly, under Canadian Auditing Standards. Required by many lenders and funders, and by some laws and bylaws.
Learn more: AuditServices
The complete picture. Focused expertise.
From reliable financial statements to your next business decision, we define support around your needs.
Assurance engagements
Audit, review or compilation: three levels, clearly explained.
The right engagement depends on who relies on your financial statements. We confirm the requirement with your lender, funder or board before proposing one.
Review engagement
Limited assurance (CSRE 2400)
A conclusion based on inquiry and analysis, for stakeholders who need assurance below an audit, at a lower cost.
Learn more: Review engagementCompilation engagement
No assurance (CSRS 4200)
Financial statements compiled from your records with a compilation engagement report, for tax filing, internal use and lenders who accept it.
Learn more: Compilation engagementIndependent assurance engagements on financial statements, performed under Canadian standards by a CPA Auditor. We scope each engagement to what your stakeholders actually require, from a full audit opinion to a compilation report.
- Audit engagements (reasonable assurance opinion on financial statements)
- Review engagements (limited assurance, CSRE 2400)
- Compilation engagements (CSRS 4200)
- Financial statements under ASPE, ASNPO and IFRS
- Special reports and agreed-upon procedures
- Audit-readiness and first-year engagement support
Tax compliance and planning for corporations, individuals and the self-employed, in Quebec's two-return system. We file accurately and on time, and we plan ahead so tax follows your decisions rather than surprising you.
- Corporate tax returns (T2 and CO-17)
- Personal tax returns (T1 and TP-1), including newcomers and self-employed
- GST/QST registration and returns
- Salary vs dividend and incorporation planning
- Responding to CRA and Revenu Québec notices and reviews
- Tax calendar and instalment planning
An outsourced finance function sized to your business: from monthly bookkeeping and payroll to full controllership with management reports you can run the business on.
- Monthly bookkeeping and bank reconciliations
- Payroll, source deductions and year-end T4 and RL-1 slips
- Monthly and quarterly financial reports
- Outsourced controller and part-time CFO services
- Accounting system setup and clean-up (QuickBooks and others)
- Year-end file preparation for assurance or tax
Practical advice for owners and boards, grounded in your financial statements. We help you see the decision clearly, model the options, and prepare what lenders and partners will ask for.
- Budgets, forecasts and cash-flow planning
- Financing requests and bank packages
- Incorporation, structure and shareholder matters
- Financial analysis and performance reviews
- Transaction support and due diligence assistance
- Setting up accounting and controls for a new business
Every engagement starts with a short conversation to confirm the scope, timing and fees.
Not sure where to start?
Describe your situation and we will suggest the right place to begin.