Bookkeeping
We design bookkeeping systems, record transactions and reconcile accounts — scaled to your practice, so you never have to keep spreadsheets or sort receipts again. We integrate with practice software such as Jane, work fully remotely, and keep your records digital and easy to retrieve if CRA ever asks.
Financial reporting
Year-end financial statements prepared by a Chartered Professional Accountant in accordance with CPA Ontario standards, plus regular reports that show how your practice is really doing — revenue, expenses, profit and cash flow — explained in plain language.
Tax compliance
We prepare and file your tax returns and elections — personal (T1) and corporate (T2) returns, HST returns (if applicable) and T4/T5 slips — and handle CRA correspondence, so every deadline is met and nothing is missed.
International taxation
Seeing clients outside Canada, moving abroad, or earning foreign income? We advise on residency, tax treaty analysis, cross-border clients, foreign income reporting and the tax considerations of expanding your practice to other countries.
Business registration
We register your sole proprietorship or professional corporation and set up your CRA business number, HST (if applicable) and payroll accounts — so your practice starts on the right footing with the right structure.
★For a limited time, new corporate clients receive free incorporation & accounting system setup.
Tax planning
Specialized tax planning to optimize your current and future taxes: the right salary and dividend mix, income splitting within the rules, holding companies, planning for buying or selling a practice, estate planning, and retirement and RRSP strategy tailored to your practice.
Who we serve
Built for your kind of practice
Psychotherapists
Sole practitioners and professional corporations — from your first return to a full caseload.
Psychologists
Private practices and assessment work — from billing and HST questions to year-end and incorporation.
Social workers
Private-practice social workers who want clean books and returns done right every year.
Group practices
Clinics with associates or staff that need payroll, slips and management reporting.
Mental health professionals are our specialty, but we also work with clients in other industries. Ask us about your business →
Process
How we get started
Free consultation
Free for all prospective clients.
Choose a plan
Self-employed taxes, corporate year-end or an Accounting Support plan.
Smooth onboarding
Client acceptance steps, consents and other processes to achieve a smooth transition.
We take it from there
We balance the books, prepare financials and file taxes on time!