Tax Strategy
Corporate & personal planning designed to reduce friction and protect long-term wealth.
- Structure + compensation planning
- Year-round optimization
- Planning for life transitions
Strategic Accounting • Tax Intelligence • CFO Advisory
Financial architecture for modern business.
Beyond bookkeeping. We deliver boardroom-level clarity, structured tax strategy, and audit-ready reporting—so you can scale with confidence.
Fast response times
Confidential & discreet
Audit-ready systems
What you get
- Tax optimization aligned to your reality
- Clean financials lenders & investors trust
- Decision support (pricing, growth, cash)
- Compliance without chaos
Best fit for
Incorporated businesses, professionals, and founders who want proactive guidance instead of last-minute surprises.
Core capabilities
Three pillars. One outcome: predictable performance and protected wealth.
Advisory
CFO-level support for scaling, pricing, cash flow, acquisitions, and financial transitions.
- Forecasting + cash strategy
- Profitability analysis
- Decision memos & KPIs
Compliance
Bookkeeping and reporting built for clarity—organized, defensible, audit-ready.
- Monthly close process
- GST/QST support
- Clean document trails
How it works
A clean, executive process—no back-and-forth chaos.
01
Discovery
We map your structure, current numbers, pain points, and priorities.
02
Blueprint
We propose the tax + reporting system and the advisory cadence.
03
Execution
We run the plan with consistent reporting and proactive check-ins.
Client outcomes
Short, real-world wins you can expect (replace with real testimonials when ready).
“We went from stress and surprises to monthly clarity. The difference is night and day.”
“The tax strategy paid for itself. Clean, professional, and proactive.”
“Finally: reporting I can actually use to make decisions.”
FAQ
Quick answers. No fluff.
Do you only work with Montreal clients?
No. Montreal HQ, but we can work remotely across Quebec/Canada depending on your needs.
How do you price your services?
Typically fixed monthly packages or project-based quotes after a short discovery call.
Can you clean up messy books?
Yes. We can do a clean-up sprint, then implement a monthly close to keep it clean.
Let’s talk.
If you want proactive tax strategy and financial clarity, book a consultation. We’ll identify the fastest path to control, compliance, and growth.