WHAT WE DO...

We offer a variety of services to our clients including

CASH MANAGEMENT
Simple and effective accounting strategy to transform your business from a cash-eating monster to a money-making machine. Make your company work for you don't be a slave to your company.
STRATEGIC PLANNING

Making sure you have a plan in place to grow, maintain and exit your business. Make your plans before you need them so you are ready to face any obstacle as it arises.

BUSINESS ACCOUNTING

Taking care of your year-end requirements. Preparing your annual compilation statement that assists with tax filings and shows you a snapshot of the financial situation of your company. These statements provide a method to show the financial position of your company at a point in time.

BOOKKEEPING

Provides insights into your company on a timely basis. Current up-to-date information helps you in the decision making process. We help you compile this information and present it in a form that is easily understandable.

INCOME TAX FILING & PLANNING

You must file a tax return yearly for your business and personally. We use our professional training to make sure that you only pay the taxes you are obligated to. We work with you to make sure you are taking advantage of all the tax strategies that are available to you.

BUSINESS STARTUP

You have had the big idea and want to start a business. Make sure you get started right. We will work with you to make sure that all the required items are completed and you start profitable from day one.

CLIENTS FIRST ...

It's what sets us apart

We will guide you with the methods to greatly increase the profitability of your business.  Of course, we will manage your accounting, do your tax returns and help you with your books - but any accountant can do that.  We also provide the most important financial factor - maximizing your profits.

Is your accountant stuck in the old way of just doing the books and filling out your tax forms?  Then we would love to show you what modern accounting professionals do... they help you drive profitability. Sign up for a complimentary discovery session. No strings attached.

WHAT THEY ARE SAYING...

What are our clients are saying about us

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Lawrence C

Over ten years ago we approached Lenard to file our income tax returns. Lenard showed us that we had paid too much on our taxes in previous years and he managed to get us sizable refunds from the CRA. After that, we always went back to Lenard every year when it was time to file in our tax returns. When we started to invest in real estate we had Lenard handle our companies' bookkeeping and tax returns which he still does for us today. Lenard is a very approachable accountant and he explains things very patiently which is very important for someone like me who is not so well-versed with tax laws.

Maureen & Gene C.

From our very first meeting with Lenard we found him to be friendly and approachable, he is knowledgeable, up to date with procedures and tax information. Lenard explains in a manner easy to understand and cares about his clients. With confidence we have and will continue to recommend Lenard's expertise to others and are thankful he was recommended to us

Ron & Barb K

We have worked with Lenard Cole for several years and recommend him without hesitation. He has taken excellent care of our taxation file needs both personal and corporate. Very knowledgeable and professional, Lenard tunes in to individual situations with clarity and sensitivity. He provides timely and valuable input to financial decisions both pre- and post-retirement. Having Lenard looking over this vital part of our lives gives us confidence that our taxes and finances are in good order.

INDUSTRIES WE WORK WITH ...

Who we specialize in

PROFESSIONALS

Professionals, both professional corporation and sole proprietors, who want to spend more time working with your clients not working on your books. Whether you are a physician, lawyer, optometrist, dentist, veterinarian, engineer, architect, etc. your time is more valuable working with your own clients than pouring over your books each month.

FARMING

Farmers who want to make sure they are receiving all the benefits and programs they are entitled to. Let us take away the stress of keeping track of your finances and keep you in the field.

CONSTRUCTION & CONTRACTORS

If you enjoy spending your time on the jobsite, not stuck in the office, we are here to help you keep compliant. Let us help you by giving you the information required to make pricing decisions.

REAL ESTATE INVESTORS

Let us help you become profitable while growing your portfolio. Every decision you make with your portfolio requires accurate financial information to back it up, we can help you organize and provide easy to understand reports.

RETAIL & DIRECT MARKETING

As you know, there are ups and downs in the retail sector. Let us help you plan for the future and make sure you are taking advantage of all programs available to you.

E-COMMERCE

Have you taken the steps to make sure you are compliant in all jurisdictions you are selling in. Don't take the chance that you are missing something and have us help you keep accurate records.

NEW FROM THE BLOG...

Latest articles written for your information

THE DIFFERENCE...

Why our clients choose us

COORDINATION FATIGUE

Stop trying to organize your bookkeeper, payroll, tax preparer, tax planner, financial statements and outside consultants

Let us coordinate everything for you

BALANCED

Using the latest in technology to work with you to make sure that there are efficiencies to be able to offer you a fixed cost. Cloud based software allows you to have access to your information anytime

Know your investment upfront

SUPPORT

Video Conference, Portal Messaging (Secure), Instant Messaging (Teams, WhatsApp, Telegram), Telephone, In Person

Get help in the way you work

ASSOCIATIONS ...

Groups we are associated with

Xero Partner Quickbooks Advanced Certified ProAdvisor
Member of CPA Canada