SERVICES
Financial support that meets you where you are
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
– Prior year catch-up filing
– Self-employed individuals
– Rental property
– Audit support
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 coaching
– Legacy planning
LIFE TRANSITIONS
Estate & Bereavement Filing
Compassionate, thorough support for families navigating the tax and administrative obligations that follow a loss. We work alongside estate lawyers and financial advisors to make sure the financial piece is handled with care — so your family can focus on what matters.
– Terminal & estate returns
– Clearance certificates
– Executor support
– Trust reporting
– CRA correspondence on behalf of the estate
Brooke is also a death doula and hospice volunteer. If you’re looking for broader end-of-life support beyond the financial, visit deathandtaxesdoula.ca.
Not sure where to start? A free 30-minute call is the easiest first step.
02 New Businesses
The early decisions are the ones that follow you. We help you get structured, compliant, and organized before it gets complicated.
GETTING STARTED
Incorporation Setup
Whether or not to incorporate, when, and how — done right from the start. We support both for-profit and non-profit structures.
– Sole prop vs. corporation guidance
– Non-profit registration & CRA status applications
– Federal & provincial incorporation
– CRA registration (HST, payroll)
– Owner compensation structure planning
FUNDING
Business Plan Support
Most accountants can tell you if your numbers add up. We can also tell you if your plan does — reviewing your business model, pressure-testing your assumptions, and building the financial package that gives lenders and funders confidence.
– Revenue & expense projections (1–3 years)
– Cash flow modeling for loan applications
– Pricing strategy, margin & break-even analysis
– Startup cost & capital requirements summary
– Business model & revenue assumption review
FOUNDATION
Bookkeeping & Systems Setup
The right tools, the right processes, and confidence that your numbers are accurate from day one.
– Accounting software setup
– Chart of accounts tailored to your business
– Ongoing monthly bookkeeping
– Workflow & process automation
COMPLIANCE
Basic Tax Compliance
Stay onside with CRA without it taking over your time or headspace.
– Corporate tax returns (T2)
– HST/GST filing & remittance
– Payroll & source deductions
– CRA correspondence
Just getting started? Let’s make sure your structure is set up to serve you — not complicate things later
03 Existing Businesses
Whether you need reliable ongoing bookkeeping or high-level financial strategy — we meet you where your organization actually is, and grow with you as your needs change.
REPORTING
Bookkeeping & Financial Reporting
The full picture — from accurate daily records to formal financial statements for any audience. Whether you need numbers for internal decisions or external stakeholders, we make sure they’re reliable, clear, and ready when you need them.
– Monthly bookkeeping & reconciliation
– Non-profit bookkeeping & fund accounting
– Payroll & source deductions
– Internal financial statements & management reporting
– Compiled financial statements (for banks, landlords, lenders, etc.)
TAX
Tax Compliance & Strategy
From accurate, on-time filings to proactive planning that reduces what you owe — we handle the full spectrum of your business tax needs, and stay ahead of CRA so you don’t have to.
– Corporate tax returns (T2)
– HST/GST filing & remittance
– Prior year catch-up filing
– CRA correspondence & audit support
– Owner compensation & dividend planning
– Corporate & personal tax strategy
– Scenario analysis & tax modeling
TECHNOLOGY
Financial Systems & Automation
A well-built back office saves you time, reduces errors, and gives you financial data you can actually trust. Drawing on a background in tax technology, we help you choose the right tools, connect them properly, and automate the work that shouldn’t require your attention.
– Accounting software setup & optimization (QBO, Xero, Wave, etc.)
– Software transitions & data migration
– Reporting automation & dashboard setup
– Workflow automation & process design
– Technology stack recommendations
– Systems audit & efficiency review
PLANNING
Financial Planning & Performance
Turn your financial data into a tool for decision-making — with budgets, forecasts, and performance tracking that give you a clear picture of where your business is headed and how to steer it.
– Budgeting & forecasting
– Cash flow planning & modeling
– KPI framework & performance tracking
– Scenario analysis & sensitivity modeling
ADVISORY
Strategic Advisory & CFO Support
For businesses that need a senior thinking partner — not just someone to prepare the numbers, but someone to help interpret them, challenge assumptions, and support the decisions that shape where your business is going. We bring both a CPA’s rigour and a business school perspective to the decisions that matter most.
– Business model & profitability review
– Risk management & process optimization
– Board reporting & meeting preparation
– Capital raising & investor preparation
– Exit strategy & succession planning
Not sure where to start? We’ll figure it out together — no pressure, just a conversation.
✦ Not sure where you fit?
Sometimes the best starting point is a single focused day together. The VIP Financial Clarity Intensive is open to anyone — individuals, new businesses, and established ones alike.
ONE-DAY INTENSIVE
VIP Financial Clarity Day
A full day of dedicated, expert attention on whatever is most pressing for you — no ongoing commitment required. You arrive with a problem, you leave with a clear plan.
– Personal or business tax situation review
– Bookkeeping backlog cleanup & catch-up
– Cash flow review & debt management plan
– Business performance snapshot
– Financial systems audit & improvement plan
– Tax savings & risk assessment
– Loan or grant application financial prep
– Something else you’d like to tackle?
Ready to dedicate a full day to your finances?
See how the VIP Financial Clarity Day works and what to expect