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Operating a medical, dental, or law practice can be demanding on your time and energy.  Having financial advisors that care about your practice and are able to assist you with tax filings, payroll, and cash flow planning can provide you with valuable time to focus on growing your practice.

We have built an experienced team of financial professionals to assist you with your practice purchase and financing, tax planning, and the financial administration of your daily operations.  We'll advise you on the right time to incorporate your practice, provide analysis of your partnership finances, and keep you up to date on the changing income tax rules for professionals.

Contact us today to begin working on your solution. 

Services

  • Auditing and Assurance;
  • Tax;
  • Professional incorporation;
  • Remuneration planning;
  • Advise on income splitting opportunities;
  • Practice valuations;
  • Financial Statement Preparation;
  • Advise on buying or selling a practice;
  • Bookkeeping – monthly, quarterly, and annual.
  • Accounting system selection, set up and support
  • Payroll assistance

Associations and Memberships

  • Local Chambers of Commerce (Ottawa, Kanata, Nepean)

Brochures and Publications

Service Profile - Services for Professionals
Service Profile - Taxation Advisory Services
Solution Profile - Estate Planning
Solution Profile - Incorporating Professionals
Solution Profile - RRSP
HST for Dentists
HST for Doctors

Tools and Resources

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