Create our value based on client satisfaction and leverage relationships based on trust.

Our Mission

Our mission is to help your business build and grow sustainably.

To become one of the best quality and cost-effective professional services providers in the markets we serve.

Our Vision

Value Proposition

Risk Advisory Services

Governance, Risk Management and Compliance are interrelated disciplines that collectively aim to ensure that an organization is successfully able to achieve its objectives, address uncertainties and to act with integrity. With increased focus by regulators and other stakeholders on governance, risk and compliance; all organizations are required to demonstrate enhanced discipline, robust controls and active management and governance at all levels. Our financial and non-financial risk advisory practice will partner with your organization for establishing and transforming these functions:

Risk Management is the process of identification, assessment and management of risks that could hinder the organization from successfully achieving its objectives while facing internal and external risks. Our risk management services teams support clients in establishing and/or transformation of Enterprise Risk, Operational Risk, Technology and Cyber Risk, Credit Risk, Market Risk, Liquidity Risk, Environmental, Social and Governance Risk, Fraud Risk, Third Party Risk and Compliance Risk function.

Technology Risk Management, Privacy and Cyber Security (TRM) - Our technology risk management practice supports organizations in identifying, assessing, mitigating, monitoring and minimizing potential and existing internal and external technology, cyber security, information security and data privacy risk before they occur. To know more about our TRM services please visit our services page.

Internal controls is a process, overseen by an entity's board of directors and implemented by the management and every person within the organization to ensure that organization is in compliance with applicable laws, regulations, contracts, policies and procedures applicable to that organization. We specialize in implementing, optimization and testing of Sarbanes Oxley (SOX) controls, internal controls over financial reporting and non-financial controls related to the business at entity, department and task levels.

Internal Audit provides independent assurance that an organization’s risk management, governance and internal control processes are operating effectively. Our teams help organizations in modernizing Internal Audit function, performing audit risk assessment and execution of internal audits under co-sourcing and outsourcing arrangements.

Governance embarks tone at the top and entrust to the board of directors. It is combination of the processes established and executed by the directors that are reflected in the organization's structure and how it is managed and led toward achieving goals. We partner with organizations for developing and implementing governance framework, policies, procedures and tools.

Compliance refers to conducting business within the mandated boundaries (laws and regulations) and voluntary boundaries (company's policies, procedures, etc.). We help our clients in streamlining regulatory compliance and developing and implementing frameworks for anti-money laundering/anti-terrorist financing compliance.

Business Process Optimization is targeted redesign of core processes to promote efficiency and strengthen the alignment of individual processes with overall strategy and goals. Our services include business process re-engineering, optimization, development of policies, procedures and process and data flow maps.

Tax Advisory Services

Complex and ever-changing tax environment demands on-going corporate and personal tax planning. Our tax advisory is specialized in taxation of diverse industries and provide the alternatives you prefer to achieve optimum tax results for your personal, corporate tax and GST/HST/QST/PST planning needs. We also assist our clients in setting up payroll with CRA.

Financial Due Diligence and Deal Advisory Services

Whether you are a potential buyer or a seller, it’s critically important that detailed due-diligence is performed of all opportunities, risks and challenges inherent in a deal. If you are a potential buyer, a robust due diligence will help you to ensure that the transaction is the right fit for your business at the right price. If you are a potential seller, then seller-side due diligence will minimize risk of having surprises during the sales process; you will have an edge of informed negotiation with increased surety of closing the deal and value retention. Our deal advisory team help buyers and sellers in performing due-diligence of financial, operational, technical and strategic assumptions in potential deals of insurance and health care sectors; and financial due-diligence of all other financial and non-financial services sectors.

Accounting, Bookkeeping and Data Entry Services

Accounting is the process of recording financial transactions pertaining to a any financial activity whether it be a business, a government entity or a not-for-profit entity. In addition to recording the financial transactions, the accounting process includes summarizing, analyzing, and reporting these transactions to the management and owners of the business, oversight agencies, regulators, and tax collection agencies. The financial statements used in accounting are a concise summary of financial transactions over an accounting period, summarizing a company's operations, financial position on the closing date, and cash flows during the accounting period.

Bookkeeping is the recording of financial transactions, and is part of the accounting process in business and other organizations. It involves recording transactions according to Canadian Accounting Standards for Private Enterprises (ASPE) US GAAP and IFRS from source documents for all transactions, operations, and other events of a business involving financial activities.

Data Entry involves entering data from various sources into the company operational and/or financial systems for processing and management of business activities.

With supervision of local and international qualified accountants, our multi-disciplinary Accounting and Bookkeeping team has experience of working with diverse industries and business solutions such as QuickBooks, Netsuit ERP, Dynamics, Freshbooks, Xero, SAP Business One, Sage50, Sage DacEasy, Sage Business Works, MYOB/Account Edge, PeachTree, T24, AS400, People Soft, ADP and Hyperion. Our services include:

• Compilation and preparation of financial statements as per IFRS, US GAAP and ASPE

• Bookkeeping using client’s accounting system or our own ERP solution

• Cash flow and budgeting analysis

• Data entry in diverse business solutions.

Business Incorporation and Filing Services

We have a dedicated team that helps clients with setting up various types of business ownership structures including sole proprietorship, partnership, corporations and CPA professional corporations in Canada and the USA. We prepare and file required documentation such as articles of association, NUANS report and handle all incorporation related formalities.

We advice our clients on the most suitable structure based on their individual circumstances. We assist in setting up CRA profiles, employee set-up with CRA, GST/HST/QST/PST set-up and handle periodic filings with CRA and other regulators. Click here for more information about our incorporation services.

Business Plans and Investor's Documentation Services

You may find yourself at a stage, where you believe that you have an innovative product in your hands. You have obtained input from experts and they agree that the concept is solid, the data is supportive and the market needs are clear; or you have equity in hand and planning to set-up a business. However, you realize that to advance the concept or to set-up your desired business you need large amount of money and additional expertise. So now what?

Your option is to seek investors to sponsor your innovation or seek banks to provide funding for setting up and running your business; and to do so you need a feasible business plan developed on factual and solid assumptions.

Our business plans and investor’s documentation services team help small and medium businesses in developing business plans, 3-5 years financial projections, pitch deck and other documentations to help secure funds.

Business Solutions and Technology Consulting

Our business solutions and technology consulting practice is led by a team having expertise in selection and implementation of SAP, Oracle and other appropriate solutions for small and medium business. We help businesses in strategic planning, vendor assessment and selection of integrated and stand-alone solutions for financial accounting, business intelligence, inventory management, sales and accounts receivables, purchase and accounts payables, human resources, customer services and point of sales. We also provide user acceptance test for diverse IT solutions and validate business requirement document (BRD) and system requirement document (SRD).

Virtual Secretary and Administrative Services

Our virtual administrative and secretarial services team is equipped with the necessary skillset for virtually organizing meetings, booking flights, hotels and private accommodations, designing dashboards, creating documentation and coordination and compiling reports for multiple purpose. Our team is available on a per diem and a retainer basis.