Industry specialists for growing companies
We organize our CPAs around the industries we know best, starting with Montreal’s tech, e-commerce and professional services firms.
Tech & AI scale-ups
Venture-backed and high-growth companies need investor-grade numbers, a forecast they believe, and someone who maximizes SR&ED and Quebec tax credits every year.
- Virtual CFO leadership
- SR&ED and CDAE credit strategy
- Burn rate and runway modelling
- Board and investor reporting
- “How long is our runway, really?”
- “Are we claiming every SR&ED and Quebec credit?”
- “What will investors ask to see?”
E-commerce & multi-channel sellers
High-volume sellers juggle payouts, multi-currency inventory and sales tax in several jurisdictions. Their books need automation and a firm that understands cross-border rules.
- Payout and multi-currency reconciliation
- Inventory and landed-cost accounting
- GST/QST and US sales-tax nexus
- Cash-flow forecasting
- “Why do our Shopify payouts never match the bank?”
- “Where do we owe sales tax?”
- “How much cash is tied up in inventory?”
Professional services
Firms that sell expertise live and die by utilization, collections and partner economics. Their books should show all three, in English or French.
- Project and client profitability
- Work-in-progress and collections
- Professional corporation planning
- Partner draws and compensation
- “Which clients are actually profitable?”
- “How should partners draw?”
- “Are we billing for all our time?”
Real estate investors
Property owners need property-level profit tracking, QST refunds on eligible costs, capital gains planning and, for non-resident owners, Section 216 filings.
- Property-level P&L tracking
- Section 216 non-resident filings
- QST input tax refund optimization
- Capital gains and holdco planning
- “Which buildings actually make money?”
- “Can we recover more QST?”
- “How do we plan for capital gains?”
Medical & dental practices
Practitioners incorporate to plan tax and save for the future. They need someone who understands professional corporations, RAMQ billing and practice economics.
- Professional corporation planning
- RAMQ and private billing reconciliation
- Practice purchase and associate planning
- Personal and corporate returns together
- “Is my professional corporation set up efficiently?”
- “Salary or dividends this year?”
- “Can the practice afford a new associate?”
Restaurants & franchises
Thin margins leave no room for surprises. Restaurants need tight food and labour cost tracking, tips handled correctly and payroll that never misses a remittance.
- Food, labour and prime-cost reporting
- Tips and payroll compliance
- Franchise royalty and reporting
- Multi-location consolidation
- “What are our real food and labour costs?”
- “Are tips being handled correctly?”
- “Is the next location affordable?”
Self-employed & consultants
High-earning independents need the right balance of personal and corporate tax, smart use of health spending accounts, and a clear answer on when to incorporate.
- Personal vs. corporate tax optimization
- Salary and dividend structuring
- Health spending accounts
- Quarterly instalment planning
- “Should I incorporate yet?”
- “Salary or dividends?”
- “How much should I set aside for tax?”
Hear what our clients say about working with us
For the first time we get a clean set of numbers every month, with a note that actually explains them. Our board meetings are shorter and better.
Fatima AhmedCo-founder, Montreal SaaS companyThey untangled three years of Shopify and Amazon payouts and recovered GST and QST we had never claimed. Calm, quick and very clear.
Bilal HussainOwner, e-commerce brandThe salary and dividend plan they put together for my professional corporation paid for their fee several times over in the first year.
Dr. Aisha RahmanDentist, LavalOne fixed fee, replies the same day, and they deal with Revenu Québec so I do not have to. I wish I had switched years ago.
Yusuf KhanIndependent consultantTheir cash-flow forecast was the first thing our investors asked to see. It made our raise noticeably smoother.
Maryam QureshiCEO, AI scale-upReady for books you can rely on?
Tell us about your business and we’ll send a fixed, written proposal within two business days.