What we do
Our services
The accounting, corporate, and compliance work a company carries every month, quarter, and year — run as one engagement, or the pieces you need.
The services below are a selection of the work we most often take on. A complete schedule is available on request, and engagements are scoped to the company, not to the list.
Public companies
The accounting, corporate, and compliance work a company carries every month, quarter, and year: continuous disclosure and SEDAR+ filings for reporting issuers, and the maintenance of records, registers, and annual filings that keep a company in good standing.
Related services
Private companies
Corporate services à la carte: share transfers and registers, private placements, resolutions, and registry filings, with ASPE financial statements and bookkeeping where needed. Take the pieces you need without the full back office.
Related services
Every monthBookkeeping and accounting
Day-to-day records maintained to a public-company standard, with a fixed payment run and the written-approval trail your auditors test each year.
- General ledger, sub-ledgers, and bank reconciliations
- Accounts payable on a fixed twice-monthly payment run
- Expense reports, funds transfers, and investment accounts
- Maintenance of accounting record repositories
Every quarter and yearFinancial reporting
Interim and annual IFRS financial statements with full notes, the MD&A, and the working papers your auditors will ask for — prepared to a standard that could be filed as it stands.
- Interim and annual IFRS financial statements with notes
- Management discussion and analysis
- Auditor working papers and coordination through the annual audit
- Quarterly and annual filing on SEDAR+
Every yearTax
Preparation of tax returns and slips to maintain good standing with the CRA and tax compliance.
- Preparation of T2 corporate tax returns
- Preparation of applicable T slips (T1134, T106)
- Flow-through financing reporting
- GST/HST account maintenance
As events ariseFiling
The filings that keep a reporting issuer in good standing, submitted on time and confirmed.
- SEDAR+ — statements, MD&A, news releases, material change reports, circulars, and prospectus filings
- Corporate registry — annual reports, name changes, and changes of directors
- SEDI insider and issuer-event filings
- CSE monthly reports, news releases, and forms
Year-roundCorporate secretarial
Minute books, registers, resolutions, and filings kept current, so the corporate record stands up to a transfer agent, an exchange, or a due-diligence review.
- Minute books, share and option registers, and directors' resolutions
- Annual reports and changes filed with the corporate registry
- Shareholder meetings — notices, circulars, proxies, scripts, and minutes
- Exchange forms, material change reports, and news-release dissemination
- Private placements, option grants, warrant exercises, and treasury directions
Alongside managementCFO
Financial leadership without a full-time hire — budgets and cash-flow forecasting, oversight of the reporting package, treasury and controls, and a seat at management and board meetings.
- Budgets, cash-flow forecasting, and performance monitoring
- Review of monthly, quarterly, and annual financial reporting
- Treasury, working-capital, and financial-controls oversight
- Management and board meetings
The full engagement, or part of it
Accounting and corporate run best as a single engagement — it's what removes the handoffs entirely. Where a company already has part of the function covered, individual services are available.
What we don't do
We don't replace your legal counsel or auditors, and we don't provide legal advice. We give companies a means to meet regulatory requirements while saving money.
Ready to hand it over?
Tell us where your records stand and what you're spending now. We'll come back with a scope and a monthly figure — prepackaged or à la carte, and without replacing your legal counsel or auditors.
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