The business owner should concentrate more on building a profitable enterprise.

Services

We add value to your business.

We work with business owners whose key personality traits are that they are entrepreneurial, ethical, with a burning desire, to grow their business, to increase profit potential and to outperform the competition.

Accounting & reporting

 

 

Corporate tax

 

 

Personal tax

 

 

On the cloud
Virtual CFO
Business advisory

To learn more

Call 1-(647) 955 1290

Our tech & business advisory services

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Cloud software implementation.

We are specialists in QuickBooks Online.

With QBO you can collaborate with your accountant.

Implement cloud software.

Contact us about setting up your accounting with QuickBooks Online. We assure you of complete satisfaction.

 

Call 1-(416) 520 7031

Professional Business Plans.

We shall create a realistic plan for your business.

The best way to run your business is with an upto date business plan.

Prepare a business plan.

We shall ask you questions about your business and will use your answers to prepare a comprehensive business plan.

 

Call 1-(416) 520 7031

Insightful dashboards.

We can create a dashboard for your business that serves as a tool that is used to track KPIs, metrics, and other data relevant to your organization.

Dashboard for your business

Ready to start building your business dashboard? 

 

Call 1-(416) 520 7031

Cloud software training.

We are a QuickBooks Online Certified Advisor.

Well thought out instructions to learn how to use QuickBooks Online.

Training for cloud software.

The business owner and his/her employees can learn using QBO in a structured and methodical manner.

 

Call 1-(416) 520 7031

Specialized Cash Flow & Budgets.

We can help you prepare yearly budgets and monthly or quarterly cash flows.

The best way  is to work with your accountant.

Create cash flow projections & budgets.

We will bring in our expertise to the periodic exercise of cash flow and budgets preparation in your organization.

Call 1-(416) 520 7031

Develop your business systems.

We help establish systems in an organization. Once set up the system will be automatic and will not require any thought or effort to run them.

Set up business systems.

By setting up systems a business owner will solve repeated business issues in a planned and easy way and will not agonize uselessly with tasks that are once systematized.

Call 1-(416) 520 7031

Automate and integrate your business - Reduce vagueness, enhance certainty.

The Small-Biz CFO understands and has the relevant experience in use of effective technology for small businesses. We can find the right cloud software that can meet your needs.

 

Let us introduce you to some of our cloud partners and associates.

QB_IntuitLog
Hubdoc
Xero
Plooto
FreshBooks
Reduced size

We can help you start a new business

Please call us on

1 (416) 520 7031

We are sure you will have multiple questions and issues when you are ready to start a business. To have your questions answered, call us to book a free consultation.

Our Service Options

We have three service options, namely, Essentials, Total and Ultimate. To decide on which of our service options will be suitable will depend greatly on the type and volume of your business. For example, the Essentials option will be most suitable for free lancers. Our price  will also depend on the type and volume of business and we shall inform you of  price at the time of our preliminary meeting and will be fixed for the year.

Essentials

  • Cloud Software implementation & training
  • QuickBooks Online
  • Hubdoc
  • -
  • -
  • Other cloud software will be recommended based on clients need.
  • Quarterly accounting reconciliations in QBO
  • -
  • -
  • -
  • -
  • Annual CFO online meeting
  • Year end financial statements (Compilation)
  • Tax Compliance- Year end T slips Filing (T4, T4A, T5)
  • Tax Compliance- Year end Corporate tax return T2
  • Tax Compliance- GST/HST returns (Monthly/Qtr./Yearly)
  • Interact with the CRA on tax matters for the business.
  • Email support

Total

  • Cloud Software implementation & training
  • QuickBooks Online
  • Hubdoc
  • Fathom
  • -
  • Other cloud software will be recommended based on clients need.
  • Monthly accounting reconciliations in QBO
  • Annual budgeting assistance with yearly online meeting.
  • Quarterly management reporting and financial analysis
  • -
  • Quarterly CFO online meetings
  • Year end financial statements (Compilation)
  • Tax compliance- Year end T slips Filing (T4, T4A, T5)
  • Tax compliance- Year end Corporate tax return T2
  • Tax compliance- GST/HST returns (Monthly/Qtr./Yearly)
  • Interact with the CRA on tax matters for the business.
  • Text support

Ultimate

  • Cloud Software implementation & training
  • QuickBooks Online
  • Hubdoc
  • Fathom
  • Float
  • Other cloud software will be recommended based on clients need.
  • Monthly accounting reconciliations in QBO
  • Annual budgeting assistance with quarterly online meeting.
  • Monthly management reporting and financial analysis
  • Monthly review of Cash Flows
  • Monthly CFO online meetings
  • Year end financial statements (Compilation)
  • Tax compliance- Year end T slips Filing (T4, T4A, T5)
  • Tax compliance- Year end Corporate tax return T2
  • Tax compliance- GST/HST returns (Monthly/Qtr./Yearly)
  • Interact with the CRA on tax matters for the business.
  • Phone support

To learn more

Call 1-(416) 520 7031 or

Get in touch

Please Call 1-(647) 955 1290

Our location

Mukesh H Tanna, CPA

2430 Meodowpine Blvd, 

Suite# 101, Mississauga

Ontario. L5N 6S2, Canada

Office hours

Monday to Friday 
8.00 a.m to 4.00 p.m.
Weekends -By Appointment
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