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Home/Industries/Professional Services & Consulting

Built for firms whose product is expertise.

Tax and accounting for agencies, consultancies, and professional practices.

Overview

Professional Services & Consulting

Service businesses look simple from the outside, with no inventory and no factory, and are anything but. Salary and dividend decisions that change what the owner actually keeps, personal services business rules that can strip the small business deduction entirely, contractor relationships that need worker classification discipline, and utilisation that decides margin yet never appears on a standard income statement.

We handle the full stack, from T2 and owner T1 returns to remuneration planning and GST/HST on professional fees, and build reporting around the metric that actually runs a service business: margin per client, per project, per person.

What we do for you

Entity & Owner Tax

T2 returns with owner T1s prepared together, so salary and dividends are planned as one picture.

Remuneration & the Small Business Deduction

Salary versus dividend modelling with CPP and RRSP room considered, and the small business deduction protected where associated corporations or personal services business rules put it at risk.

Multi-Province & Remote Teams

Payroll footprint, provincial income allocation, and registration coordination when your people work everywhere.

Contractor Compliance

Worker classification review and T4A reporting, settled before CRA raises it.

Margin & Utilisation Reporting

Management reporting by client and project, so pricing decisions rest on data rather than instinct.

Fractional CFO

Budgets, forecasts, and owner-level dashboards. Finance leadership without the overhead.

Related services

Often engaged alongside.