Services

My specialty is working with new entrepreneurs who are eager to start off on the right path. While you are very busy hustling, you also recognize the importance of basic financial literacy and basic accounting knowledge to guide your business in the right direction. My goal is to empower you to make informed financial decisions. If we’re the right fit, I’ll work closely with you and align with your budget to help you achieve your goals.

Typically, I collaborate with businesses in their first 1-3 years, focusing on the foundational elements listed below. There may come a point when you’ll outgrow my services and need to transition to a larger firm to handle more complex transactions. This is a good thing. At that stage, I will recommend to you some great options and my role will likely evolve to further support your growth.

ACCOUNTING SERVICES

New Business Set-Up
Cloud Based Bookkeeping
Payroll Management
Financial Reporting

TAX SERVICES

Canadian Tax Returns for Individuals (T1)
Canadian Tax Returns for Corporations (T2)
Canadian Sales Taxes (GST/HST/PST)
General Tax Advisory Services
CRA Audits & Review Services

FRACTIONAL CONTROLLER SERVICES

General Business Advice
Financial Budgeting
Forecasting Planning/Analysis
Scenario Analysis
Process Development, Improvement and Risk Assessments
Cash Flow Management
Key Performance Indicators (KPI) development and monitoring

Out of Scope:

"I can do it all" said no one ever.

I will not be able to assist in matters relating to International Taxation, Partnership or Trust Tax Returns, Valuations or any Mergers & Acquisitions

Should we work together?

I believe it is essential to connect with an accountant who aligns with your values and goals. While I fully understand the complexities of balancing entrepreneurship and life’s demands, over the years I’ve discovered I work best with individuals who:

Are eager to know the “why” and will ask questions to clarify
Are wanting to learn and gain deeper insights before signing their name to any document
Are aiming to make informed life (or business) decisions

Next steps:

1) Complete the following inquiry form, and

2) Book a complimentary consultation call

From there, a diagnosis can be determined as to what help you may need & if we are the right fit. If not, I am always happy to refer you to another trusted advisor who may be a better fit.

BOOK A DISCOVERY CALL

Sample Diagnosis

Very Basic

You are likely a sole proprietor with a straightforward business generating less than $500K in revenue. The complexity of your operations is minimal, and there are no external stakeholders relying on your financial information. You primarily need assistance with your personal tax return and possibly sales tax filings.

Simple

You are likely an incorporated business with revenues between $0 and $1M. While the complexity of your business is still limited, you may need help with corporate tax returns (T2) sales tax filings (GST/HST/PST), and informational returns (T4/T5). You have minimal external users relying on your financial statements and are focused on Canadian active business income.

Plus +

Building on SIMPLE + you also need extra assistance throughout the fiscal year. This might include bookkeeping assistance, periodic budgeting, scenario analysis, or forecasting. Or, your business includes revenue beyond Canadian active business income. Your business is growing, and you need a deeper dive into the numbers to make informed decisions. You'll benefit from financial analysis and discussions on key considerations before making major decisions

Mature

Building on 'PLUS+,'

.. you also require regular check-ins and comprehensive financial analysis. Your business is progressing, and at this stage, our relationship is likely evolving into a Fractional Controller role to provide ongoing strategic financial support.

Too Mature

First off, congratulations! You are likely an incorporated business with multiple shareholders or multiple permanent establishments outside of Canada. You have graduated to revenues in excess of $1M and/or have grown in complexity. You will require a full time bookkeeper to complete the full cycle reporting. You will also need a larger tax firm to assist with the complex tax arrangement, planning and possibly family estate planning.

I will need to recommend you to another firm.

A more customized quote will be provided after a complimentary consultation call. The above demonstrates a typical range only.

At SCL, we charge an hourly rate based on the value provided. We do not offer fixed fee contracts.

Personal Tax Season 2024

Tis the season to kick off personal taxes, here we go! A little early but never a bad idea to get a head start. Excited to share the :

2024 SCL Personal Tax Checklist, and
SCL T1 Tax Prep Toolkit

Happy to share this with not only existing SCL clients but any tax enthusiasts who are interested in filing their own personal taxes this upcoming season. Feel free to use this checklist as a roadmap.

last updated Jan 3 2025

Access to 2024 SCL Personal Tax Checklist

Corporate Tax Filings

While majority of businesses choose a December 31st year-end, it is corporate tax season all year round. Whether you are ready to file your most recent 2024 year-end, catch up with prior year-ends or get a head start on your 2025 year-end, please leverage from :

SCL Corporate Tax Checklist, and
SCL T2 Tax Prep Toolkit

At SCL, the goal is to ease the fear and anxiety often associated with taxes. While tax filing is a necessary compliance step, we aim to empower you with knowledge of financial, accounting, and tax fundamentals, giving you the confidence to navigate your next steps.

last updated Jan 3 2025

Access to SCL Corporate Tax Checklist (existing clients)