Bookkeeping
Beyond the Numbers
Small Business Solutions Tailored to Owner-Managed Businesses.
Tax Planning is More Than Just Number Crunching
Working closely with business owners every day, I understand what it takes to compete in today's business environment. With rising costs and rapid technological advancements, the economic landscape has become more complex to navigate than ever before. My focus is on owner-managed corporations that want organized financial records, practical tax planning, and clear professional advice - not just a year-end filing.
Professional Services
Professional services delivered through a boutique approach, tailored to the unique needs of small business owners, combining technical expertise with practical, business-focused guidance.
With over 20 years of experience supporting small and mid-sized businesses, my practice is built around long-term relationships, proactive tax planning, and organized financial reporting.
I Am
Trained in Numbers, But
My Business is
Customer
Service
Clients work directly with a Chartered Professional Accountant who understands the day-to-day realities of running a business. The focus is on accurate filings, practical advice, and clear communication throughout the year - not just at tax time.
This approach is best suited to owner-managed corporations that are new, growing, or well established and want structure, planning, and professional guidance as part of their financial strategy.
As a boutique CPA practice, lower overhead allows for competitive pricing while still delivering experienced, relationship-driven service. The goal is to keep your finances organized, your filings on track, and your tax position optimized over the long term.
Are We a Good Fit to Work Together?
Every business is unique. Services are tailored to your size, complexity, and goals.
Businesses I Work With
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Family-owned and owner-managed small to mid-sized businesses
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Consultants and incorporated professionals
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Marketing, digital, and social media firms
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Healthcare and wellness providers
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Engineering and technical firms
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Real estate, holding, and investment companies
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Construction and trades
Good Fit to Work Together
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Owner-managed corporation
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New, growing, or established small to mid-sized business
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Seeking proactive tax planning, organized financial records and practical guidance
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Appreciate clear, timely communication and professional advice
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Value transparent pricing with an accurate upfront quote and no surprises
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Prefer direct support from their accountant, not a layered firm structure
Outside Scope and Capacity
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Require a personal tax return only
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Seeking high volume or low cost bookkeeping services only
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Looking for one-time or last minute tax filing without ongoing planning
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Multiple years behind on corporate tax filings and have been contacted by CRA
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Require review, audit, estate, trust, or U.S. tax services
Want To Know More?
Kind Words People Say
Ready to Get Started?
Contact Naomi today for a complimentary consultation to see how her professional services can support your business.