UNLOCK CLARITY.
DRIVE SUCCESS.

Business team engaged in a strategy meeting, discussing financial planning and consulting services around a conference table in a modern office setting.

With tailored financial support and strategic insights, we clarify your numbers and help unlock your business's potential.

We simplify complex financial matters and collaborate with you to provide the insights and knowledge needed to make impactful, informed decisions in your business. Our goal is to be your trusted partner, allowing your business to reach its full potential.

Expert team with tailored, data-driven solutions.

Timely communication for ongoing support.

Proactive financial strategies for growth and success.

Corporate team discussing business strategies and financial planning during a meeting in a modern office with large windows and bright furnishings.

WE SPECIALIZE IN:

  • Comprehensive financial leadership tailored to your business,  backed by years of industry experience, at the fraction of a cost of a full-time executive. 

  • Personal and corporate tax filings, GST/HST, payroll remittances.

  • Strategy consulting, incorporation, and financial forecasting..

  • Having Jennifer and her team as our fractional CFO has been invaluable to our business. Their team is incredibly responsive day to day to discuss A/R and A/P, and work out the fine details of invoicing and supplier payments, and where we can improve our margins. Jennifer provides pro forma targets and goals on a quarterly basis which have given our team benchmarks and motivation to work towards. She is also very analytical in helping us to identify areas where we can potentially capture more gross profit. We would recommend Jennifer to anyone looking for a more strategic partner for their business.

    -NATASHA P.

  • Jennifer and her team are endlessly capable, providing fast and accurate reporting that is detailed and easy to understand. They are on top of day to day needs, and also there for larger projects like longer term salary mapping that give us the confidence to make big decisions. I can’t recommend Jennifer’s services more and sleep well knowing such a critical part of my business is in wonderful hands!

    -NICOLE C.

  • Being a first time business owner it was extremely overwhelming and did not know what to expect with my taxes. Cassandra and Jennifer were absolutely amazing. I felt like I learnt a lot and they made the process extremely efficient. Thank you.

    -TERI B.

  • We’ve had several other tax specialists help us over the past 15 years and cannot say enough positive comments about Cassandra’s competency, timely responses, clear answers and amazing advice. It is rare to find services these days that deliver the level of service that you have done. This is the number one feature we look for in all of those we hire, and I am so grateful to have discovered your team. Thank you.

    -CHARITY M.

  • Super super happy with my decision to sign on with Jennifer & Cassandra for my first year of corporate taxes. I was so nervous about my first corp tax season but my anxiety was quickly dissolved by the responsiveness, confidence, and guidance the team gave me.

    -SARA N.

  • I can’t say enough how much I appreciate Cassandras help and response time. Business can be stressful and I felt taken care of. The checklist was super easy and if I ever had questions, Cassandra was always able to guide me with what to do! Had a great experience and will be doing my tax return again with Jennifer and her team. Thank you!

    -EMILY B.

COLLABORATIVE PARTNERSHIP, PROVEN RESULTS

Get in touch for a consultation and discover how our tailored financial solutions can help your business succeed.