Our Journey

We've been helping Toronto businesses keep more of what they earn since 2012

2012

The Beginning

Started with just three of us in a small office, armed with coffee and determination to do accounting differently

2016

Growing Pains

Moved to our Yonge Street location and welcomed our 100th client - that's when we knew we were onto something

2020

Pivoting Fast

Pandemic hit and we went fully remote in 48 hours - helped clients navigate CEWS, CERB, and all that government stuff

2025

Today

Team of 14 serving 300+ businesses across Ontario, still treating every client like they're our only one

Meet The Folks Behind The Numbers

We're accountants, yeah, but we're also real people who get that tax season's stressful

Sarah Chen, CPA

Founder & Managing Partner

Started this whole thing after getting fed up with firms that treated small businesses like they didn't matter. Been doing tax work for 18 years now, specializing in helping businesses navigate CRA audits without breaking a sweat. Outside the office? You'll find me at the Distillery District or experimenting with sourdough.

Marcus Thompson, CPA, CFA

Partner, Strategic Planning

Numbers guy through and through - been crunching them since high school. Came on board in 2014 and haven't looked back. My thing's helping businesses figure out where their money's actually going and how to make it work harder. When I'm not buried in spreadsheets, I'm probably coaching little league or fixing up my '68 Mustang.

Priya Sharma, CPA

Partner, Tax Services

Joined the crew in 2015 after leaving Big Four life behind - turns out I like actually knowing my clients' names. Tax code's my jam, especially cross-border stuff and corporate restructuring. I've saved clients millions by finding legitimate deductions they didn't even know existed. Coffee addict, true crime podcast listener, and terrible golfer.

What We Actually Stand For

Not just fancy words on our website - this stuff guides how we work every single day

Real Talk

We skip the accounting jargon and explain things in plain English. If you don't get it, that's on us, not you.

Playing It Straight

We'll find every legal deduction out there, but we won't touch anything that's gonna get you in hot water with CRA.

Staying Sharp

Tax laws change constantly. We actually read those CRA updates so you don't have to - then figure out what it means for you.

Growth Mindset

We're not just counting beans - we're helping you build something. Your success is literally how we measure ours.

Actually Responsive

When you email or call, you'll hear back same day. Because we remember how much it sucks being left hanging.

No BS Pricing

You'll know what things cost upfront. No surprise bills, no hidden fees, no "just one more thing" charges.

Community First

Toronto's our home. We support local businesses, sponsor community events, and actually care about our neighbourhood.

Teaching Mode

We'd rather teach you how this stuff works than keep you in the dark. Informed clients make better decisions.

Credentials & Stuff That Matters

We've got the letters after our names and the expertise to back 'em up

CPA Ontario Members

All our senior staff are designated Chartered Professional Accountants in good standing with CPA Ontario

QuickBooks ProAdvisor

Certified QuickBooks experts - we know that software inside and out, probably better than Intuit themselves

CRA Authorized Rep

Authorized to represent clients before the Canada Revenue Agency - we've been through countless audits

Professional Liability Insurance

Fully insured with comprehensive professional liability coverage - your interests are protected

Continuing Education

We exceed mandatory CPD requirements every year - staying current isn't optional in this business

Cross-Border Expertise

Specialized training in US-Canada tax matters - perfect for businesses working across the border

Ready to Work With Real People?

Look, we get it - accounting's not exciting. But working with folks who actually care about your business and won't leave you hanging? That's worth something. We've got room for a few more clients right now.

Free initial consultation, no pressure, just straight talk about what you need and whether we're a good fit.

Let's Chat (416) 555-0847

Most clients hear back within 2 hours during business hours