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 technology advancements, the rapidly changing economic landscape has become more difficult to navigate than ever before. My goal is to simplify your accounting, tax and business processes by using the latest innovative business solutions and thoughtful planning, so you can focus on what matters most to you.
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.
No matter what industry you’re in, being in business comes with challenges. As a small business owner myself, I understand that business and personal finances are often intertwined, and that thoughtful, practical advice is essential.
I Am
Trained in Numbers, But
My Business is
Customer
Service
My practice focuses on small and mid-sized owner-managed businesses seeking more than year-end compliance. The focus is on clear communication, practical tax strategies, and a long-term working relationship built on trust.
As a boutique firm operating from a home office, lower overhead allows for fair, transparent pricing that reflects the realities of small business budgets, while still delivering attentive, relationship-focused and professional service.
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 and practical guidance with long-term results
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Appreciate clear, timely communication and professional advice
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Value fair, transparent pricing with accurate upfront quote and no surprises
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Prefer direct support from their accountant, not a layered firm structure
Beyond 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.