24 articles available

Client story

Assisting a telecommunications company with its SR&ED claims process

A telecommunications startup in Ontario needed help understanding whether they met SR&ED eligibility criteria and how these programs could help them grow.

Client story

Supporting the next stage of a family legacy

A Canadian family business wanted to continue their growth trajectory with new ownership. We helped them find the right partner and with the sales process.

Client story

Guiding a cannabis wellness company though a liquidity crisis

Learn how we helped a New Brunswick-based cannabis company that creates wellness products navigate a liquidity crisis with a restructuring plan.

Tax

Clarifying tax compliance for health care professionals and practices

Helping midwives and midwifery practices with the nuances of running their own business

Advisory

Combating inflation to remain strong and stable

While businesses should be able to manage and navigate fluctuations in sales and profitability, sometimes they’re faced with a much larger challenge than a temporary down period, like the suffocating grip of inflation.

Cross-border tax

Finding a tax-efficient solution with a rigorous approach

Navigating complex cross-border tax rules between two countries.

Cloud accounting

Supporting tremendous growth during a talent shortage

Our client—an energy company based in Nova Scotia—was experiencing immense growth but didn’t have enough people on their team to sustain it. With unemployment levels at record lows, they were having difficulties finding the talent they urgently needed.

Family Business

Protecting a family’s legacy through Bill C-208

Our client—married owners of an established home improvement retailer—wanted to hand off their business to their two children after the pandemic made them realize the importance of putting a future plan in place.

Family Business

Supporting an iconic Canadian attraction through a crisis

Our client—a family hospitality business with multiple entities—was faced with trying to keep their doors open during widespread lockdowns, travel restrictions, and decreased demand. In addition to cashflow issues, they were overwhelmed and lacked the internal resources to apply for funding that could help ease their burden

Tax

Clearing a path for Itzova Ltd.’s growth by offering a one-stop shop

Selling online across borders can be challenging—but including multiple lines of business poses an even bigger challenge.

Family business

Acting as a bridge between family business and transactions

Our client—a Canadian family of four siblings with a family trust—was looking to purchase a new business with funds they had recently inherited to continue growing their investments. While the whole family was on board with the decision to buy, they didn’t know where to start and needed strategic advice and support through the purchasing process.

Advisory

Bringing the future into perspective

Our client—an award-winning premium entertainment facilitation company based out of Southern Ontario—consistently reviewed what had happened each year but didn’t have the capability to understand what could happen.

Advisory

Adapting to changing customer demands

Our client—an Ontario-based shoe retailer—had ambitious growth plans but needed to adapt to changing customer demands in order to kickstart their stalled revenue.

Cloud Accounting

East Coast Lifestyle grows through the cloud

Before skyrocketing levels of growth and fame, the company was faced with disjointed bookkeeping systems and practices that were costing them valuable time and money.

Advisory

Closing the gap between people and new technology

Our client—an established civil engineering firm—needed comprehensive and sustained change management leadership to untangle a range of systemic issues that came to the surface after the implementation of a new enterprise resource planning (ERP) system