SERVICES

Financial support that meets you where you are

Whether you’re filing a personal return, getting a new business off the ground, or steering something that’s already growing — the right support looks different at every stage.

INDIVIDUALS & FAMILIES
NEW BUSINESSES
EXISTING BUSINESSES

01 Individuals & Families

Clear, honest support for personal tax and financial decisions — including the ones that come during life’s hardest moments.

ANNUAL

Personal Tax Filing (T1)

Accurate & optimized personal returns — whether your situation is simple or layered.

  • Employment & investment income
  • Rental property returns
  • Self-employed individuals
  • Prior year catch-up filing

PLANNING

Financial Coaching

Build financial confidence with personalized guidance — budgeting, debt, or just making sense of the numbers.

  • Budgeting & cash flow planning
  • Debt management strategies
  • Financial literacy support

LIFE TRANSITIONS

Estate & Bereavement Filing

Compassionate support for families navigating the financial and tax obligations that follow a loss.

  • Terminal & estate returns
  • Clearance certificates
  • Executor support
  • Trust reporting

Ongoing Service Offerings

To make it easy, we’ve structured my support into three levels based on common business needs – but we can always adjust to find the perfect fit for you. Whether you need foundational bookkeeping, advanced financial strategy, or high level financial leadership, we provide flexible solutions that align with your goals.

Basecamp

Get grounded with essential bookkeeping, tax compliance, and financial reporting to establish a strong starting point.

Bookkeeping & transaction management
Basic tax compliance (personal & corporate)
Payroll support
Sales tax support
Basic financial reporting
Ideal for businesses that need a solid financial foundation, ensuring compliance and financial clarity without stress

Ascent

Take your business to the next level with advanced financial strategy, forecasting, KPI tracking, and risk management.

Advanced financial reporting & KPI tracking
Budgeting & forecasting (3-12 months)
Scenario analysis
Tax strategy
Risk management
Business planning & process optimization
Ideal for businesses looking to improve profitability, manage cash flow better, and prepare for controlled growth

Summit

Reach new heights with high-level financial leadership, strategic planning, and future-focused decision-making.

Cash flow forecasting & financial modeling (12+ months)
Business model optimization & process improvement
Capital raising & investor preparation
Exit strategy & succession planning
Complex tax compliance & strategy
Ideal for businesses scaling rapidly, seeking investment, planning for an exit, or needing executive-level strategy
Learn more about these services

Project-Based Service Offerings

Get expert financial support for specific projects or key business decisions – no ongoing commitment required.

VIP Financial Clarity Intensive

Need fast, expert guidance on a pressing financial challenge? Our VIP Financial Clarity Intensive provides immediate insights and actionable solutions for your business – all in one day! Whether you’re struggling with cash flow, planning for growth, or optimizing your financial strategy, this intensive will leave you with a clear roadmap forward.

Some examples of what we can support you with:
Get clarity on how your business is performing including identifying risks, opportunities and areas for optimization
One-time financial planning for major business shifts, such as expansion, restructuring, or preparing for investment.
Create a custom Cash Flow plan to meet your goals
Clean up backlogs and create a plan to stay on top of your books
Develop a clear plan to better manage debt
Suggest improvements to streamline your financial systems for better efficiency and effectiveness
Review your personal or business tax situation to identify opportunities for tax savings or risk areas
Audit-proof your finance processes
…and more!
Learn more

Other Offerings

We offer standalone financial services to help entrepreneurs navigate key business and personal financial decisions.

Financial Systems Setup – Implementing, optimizing, or transitioning bookkeeping and financial management systems.
Workflow & Process Automation – Streamlining financial workflows, automating reporting, and improving operational efficiency.
Financial Coaching for Entrepreneurs – Personalized guidance to help you build financial confidence, improve decision-making, and develop a healthier relationship with money.
Legacy & Succession Planning – Thoughtful planning to ensure a smooth transition, whether you’re preparing for an exit, passing down a business, or structuring long-term financial security.
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