Our Services
Clear support for the financial responsibilities that matter most.
We support business owners, professionals, and families with thoughtful accounting, tax, bookkeeping, compliance, and advisory guidance.
Our services are designed to help you stay organized, understand your numbers, and make confident decisions for your business, family, and future.
How We Help
Support for today's obligations and tomorrow's decisions.
Accounting is not only about meeting deadlines. It is about creating a clear financial foundation.
When your records are organized, your filings are accurate, and your reporting is easy to understand, you are better prepared to make decisions with confidence.
We help bring structure to the moving pieces — corporate tax, personal tax, bookkeeping, payroll, CRA correspondence, and business planning — so nothing feels disconnected.
Services We Provide
Practical support for every stage of your financial life.
- 01
Corporate Tax
Corporate tax planning and filing support for owner-managed businesses, professional corporations, and incorporated clients.
Learn MoreWe help business owners stay organized with corporate tax filings, year-end coordination, HST considerations, compensation planning conversations, and retained earnings review.
Services Include
- ·Corporate tax return preparation
- ·Year-end tax coordination
- ·Corporate tax planning
- ·HST/GST filing considerations
- ·Salary and dividend planning conversations
- ·Retained earnings review
- ·CRA correspondence support
- ·Coordination with bookkeeping and financial statements
- 02
Personal Tax
Personal tax preparation for individuals, families, self-employed professionals, rental property owners, and investors.
Learn MoreWe help clients prepare accurate personal tax filings while keeping the broader financial picture in mind — including income, family needs, investments, rental properties, and planning goals.
Services Include
- ·Personal tax return preparation
- ·Family tax coordination
- ·Self-employed tax reporting
- ·Rental income reporting
- ·Investment income reporting
- ·Capital gains and losses
- ·Tax slip and document organization
- ·CRA review-letter and reassessment support
- 03
Accounting & Bookkeeping
Reliable bookkeeping and reporting support to help business owners understand their numbers throughout the year.
Learn MoreClean books help business owners make better decisions. We support bookkeeping, payroll, HST/GST filing support, reporting, and year-end preparation.
Services Include
- ·Monthly bookkeeping
- ·Quarterly bookkeeping
- ·Catch-up bookkeeping
- ·Bank and credit card reconciliation
- ·Expense categorization
- ·Payroll support
- ·HST/GST filing support
- ·Financial reporting
- ·Year-end bookkeeping preparation
- 04
CRA Reviews & Compliance Support
Calm, organized support when CRA letters, review requests, reassessments, or compliance questions arise.
Learn MoreWhen tax questions come up, we help you understand what has been requested, organize the right documents, and move through the process with structure and care.
Services Include
- ·CRA correspondence support
- ·Review-letter responses
- ·Reassessment support
- ·Audit preparation
- ·Payroll review support
- ·HST/GST review support
- ·Document organization
- ·Filing deadline management
- ·Catch-up filing coordination
- 05
Business Consulting
Practical business guidance for owners who want better structure, clearer reporting, and more confidence in decision-making.
Learn MoreAs your business grows, decisions around cash flow, systems, compensation, financing, and structure become more important. We help owners understand their numbers and plan with greater clarity.
Services Include
- ·Business registration conversations
- ·Incorporation support
- ·Accounting system setup
- ·Cash flow review
- ·Budgeting and forecasting
- ·Business plans and financing support
- ·Controller-style support
- ·Owner compensation planning
- ·Business structure review
Who We Work With
Services shaped around real people, real businesses, and real responsibilities.
Our clients are often managing more than one financial priority at a time. They may be running a business, supporting a family, preparing tax filings, managing employees, or planning for the future.
That is why our approach begins with understanding your situation before recommending next steps.
- 01
Business Owners
Support for incorporated businesses, entrepreneurs, and owner-managed companies that need clear accounting, tax, payroll, and reporting systems.
- 02
Professionals
Accounting and tax support for dentists, doctors, pharmacists, consultants, lawyers, realtors, and other professionals with personal or corporate tax needs.
- 03
Families & Individuals
Personal tax preparation and financial organization for individuals and families who want accuracy, clarity, and care.
Our Approach
A simple, organized process.
We believe accounting should feel calm, clear, and predictable.
Our process is designed to keep you informed while helping us deliver accurate, timely, and thoughtful support.
- 01
Understand
We begin by learning about your personal, business, and financial situation.
- 02
Organize
We gather and review the documents, records, and information needed.
- 03
Prepare
We prepare filings, bookkeeping, reporting, payroll, or compliance work with attention to detail.
- 04
Review
We review the work with you, answer questions, and identify planning conversations where relevant.
- 05
Support
We remain available throughout the year so you feel prepared, not rushed.
The Value of Clarity
Clear accounting creates better decisions.
When your accounting is organized, you can better understand cash flow, tax obligations, business performance, and future planning opportunities.
Good accounting does not only look backward. It helps you prepare for what comes next.
With the right support, you can make decisions with more confidence, respond to obligations with less stress, and build a stronger financial foundation for your business and family.
Connected Thinking
Your accounting, tax, business, and wealth decisions are connected.
Many financial decisions do not happen in isolation.
A corporate tax decision may affect compensation. Compensation may affect retirement planning. Business structure may affect succession, estate planning, and family wealth. Clean books may reveal opportunities for better planning.
Through SG's broader relationship-based approach, clients benefit from thoughtful conversations that consider the bigger picture.
Questions
Common questions about our services.
Let's Start
Not sure which service you need?
You do not need to have everything figured out before reaching out.
Whether you need help with taxes, bookkeeping, compliance, payroll, or business planning, we can start with a conversation and help you understand the next step.