CHARTERED PROFESSIONAL ACCOUNTANT · COLLINGWOOD, ONTARIO

Big-firm expertise.

Brought home to you.

A decade of “Big Four” experience, brought home to the people, businesses, and wider community that we’re proud to serve.

Based in Southern Georgian Bay · Serving clients across Canada

WHO I WORK WITH

From your first return
to your final affairs.

Whether you are filing your first personal return, setting up your corporation, cleaning up years of messy books, planning your next chapter, or managing the financial obligations that come after losing someone — we meet you where you are, explain everything clearly, and make sure you leave every conversation more confident than when you arrived.

🏡

Individuals & Families

Personal tax, optimized and explained. Credits, deductions, RRSP planning, budgeting support, and compassionate guidance through bereavement filings.

💼

Small Business Owners

Incorporation setup, corporate returns, bookkeeping catch-up, payroll, and HST — plus the clarity to actually understand your numbers without the overwhelm.

📈

Growing Enterprises

Tax strategy, financial reporting, systems optimization, and fractional CFO support to scale with confidence and make informed decisions at every stage.

SERVICES

Support at every stage of your financial journey

Our services are structured into three levels — from foundational to high-growth — but every engagement is customized. Not sure where you fit? Start with a free consult and we’ll figure it out together.

Foundations

Basecamp

Get grounded. Clear the backlog. Build confidence in your numbers.
– Personal & corporate tax returns
– Incorporation setup
– Bookkeeping & cleanup
– Payroll & HST support
– Basic financial reporting
– Estate & bereavement filings

Optimization

Ascent

Your books are in order. Now let’s make your numbers actually work for you.
– Tax strategy & planning
– Advanced reporting & KPI tracking
– Budgeting & forecasting
– Financial systems automation
– Process optimization
– Risk management

Leadership

Summit

High-level financial leadership without the cost of a full-time CFO.
– Cash flow forecasting & modeling
– Capital raising support
– Exit & succession planning
– Business model optimization
– Complex tax & compliance

Take the stress out of your finances

No matter where you are on your financial journey, we’re here to provide the clarity and guidance you need.

About Us

Hi, I’m Brooke!

I’m a CPA, CA based in Southern Georgian Bay. After a decade working in a top global public accounting firm advising large corporations on accounting, tax strategy, compliance, and operational efficiency, I realized I wanted to make a different impact in the world.

So, I came home and founded my own practice to bring my skills to the entrepreneurs and small business owners who truly inspire me – people who are building businesses with purpose, supporting their communities, and creating a better future.

My role is to take the burden of financial management off your plate, and give you the clarity and confidence to focus on what matters most.

What clients say

“My business nearly doubled in income since I began working with Brooke because the money that I did make has been used much more effectively & in line with my priorities, and our financial strategy sessions along with Brooke’s belief in my business gave me the confidence and space to fully focus on creating, selling and delivering my service offerings. She created financial automations that we would review monthly to get a clear picture of what money was coming in, how it was being spent and where I wanted it to go – with Brooke’s guidance using her financial expertise.  As an entrepreneur trying to make a positive impact on my clients, having this combination of financial management, strategic planning and support of my vision was exactly what I needed. ”

– Dana D, Entrepreneur

Let’s find the right fit.

Whether you need a quick tax return or a long-term financial partner, the first conversation is always free. No obligation — just clarity.