Take a deep breath.
You came to the right place.

 

We cover your finances so you can get back to running your business.
balance wealth IT  (1)_edited.png

Tax

Taxes can be complicated, and it also happens to be your top three expenses.

As a licensed CPA firm that specializes in tax, you can be assured that your taxes are in good hands. 

WHAT WE DO

Advice

Have questions about running your business but don't know who to turn to?

We provide services such as Business Foundations and Management so you can outsource a CFO role with only a fraction of the cost. 

Bookkeeping

The day-to-day bookkeeping can pile up fast but you need to know the current state of your finances.

We will help you build an automated system so you have better insight into improving your profitability

TAX SPECIALTY CPA FIRM

service based business.png
SERVICE BASED 

Coaches, Consultants,
Professionals

WHO WE SERVE

BUSINESSES IN CANADA

online business.png
ONLINE

Content Creators,
Social Media Influencers
crypto.png
CRYPTOCURRENCY

Investing, Mining, Staking,
NFTs, Royalties

OUR MISSION

ACCOUNTING FIRM
FOR THE
NEW GENERATION

We aim to provide a fresh feel and less friction to a service industry that may seem outdated and even unpleasant at times.

​Our mission is to make managing your finances seamless and easy with the use of the latest technology. We aim to provide financial services that adapt to ever-changing technology and the changing world.

Fittingly, we are a Virtual CPA Firm based in Canada. Every step in the tax compliance and accounting process can be completed online with no in-person meetings required. 

 
 

OUR SERVICES

Easy all-in-one solution for your business.

Individual & Corporate Income Tax Returns

tax cut icon.png

Feeling stressed out about filing your taxes? It doesn't have to be. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  • Tax Expert—Where every dollar counts, your taxes are in good hands. We specialize in taxes so you know you are getting the best services when it comes to minimizing your taxes.
     

  • Personalized—Because every client is different, we take into consideration your unique situation, examine appropriate deductions to take, and advise in potential tax planning opportunities.
     

  • Convenient— We use the best technology and tax software program in the market so that you can experience a seamless digital experience. 
     

Tax Planning &
Business Advice

advice tax planning.png

Is your personal life and/or business evolving? To manage and grow your wealth, planning ahead is critical and might make or break you from achieving that next step that you dreamed of.
 

  • Tax Planning—Being proactive and receiving the appropriate guidance with your personal assets and business will help you save a fortune in the long-run. We take a holistic approach of your life and provide you with options where you can tangibly see results when it comes to dollars. 
     

  • Business Foundations— Starting off on the right foot is essential so your business can grow without any major setbacks. We can help you analyze the best entity type as well as make sure you have an appropriate accounting system setup so your workflow is optimized and you're able to clearly see how your business is performing financially
     

  • Business Management—Are finances not your forte? We are here to help you underestand your financial statements in a business-owner friendly way and provide you with deep insight into what the data says and the financial health of your books. Some areas we can help you analyze are revenue, expenses, payroll, cost of goods sold, cash flow, etc.

Bookkeeping
(Coming Soon)

bookkeeping.png

You have enough on your plate running your business. Let us handle all your complex bookkeeping so that you can have a clearer picture of your financial position.
 

  • Assurance—Be audit proof and have the confidence that your back office accounting is processed accurately and timely.
     

  • Time savings—Leave it to the professionals to efficiently organize your books. You can forget about the countless hours you have been spending trying to reconcile the million receipts. Instead, focus your time on what really matters - advancing your business. 
     

  • Cost savings—No surprise billings, we bill based on a fixed monthly rate so you can be assured of no creeping hourly fees.

 

ABOUT US

Gabrielle is a designated CPA in both Canada and the US, and has extensive experience working 7+ years at a Big 4 Accounting Firm as a Tax Manager.

GABRIELLE, CPA

Designated CPA

Not all accountants are the same. Getting advice from a designated CPA, Tax Expert, and Quickbooks ProAdvisor will set you apart when growing your business.

WHY US

Big 4 Experience

Gabrielle has 7+ years of Big 4 experience, in which she specialized in Canadian, US, and International Tax, advising Global 500 companies. 

Online Presence

Gabrielle isn't your typical accountant. She shares her knowledge of Personal Finance through her Youtube Channel, which has over 19k subscribers.  

LICENSED WITH

Untitled design (1).png
1_Badge_Online_large_2x.png
2_Badge_AdvancedOnline_large_2x.png
Untitled design.png

CONTACT US

Let us help you find easy solutions

to your finance worries

arrow&v
arrow&v
arrow&v
  • LinkedIn
  • YouTube
  • Instagram