Services That Actually Make Sense

Look, we get it - cross-border stuff can feel like you're navigating a maze blindfolded. We've been doing this for years, and honestly? Most of our clients come to us after trying to figure it out themselves or getting cookie-cutter advice that doesn't fit their situation.

How We Usually Work Together

Every client's different, but here's the typical journey we go through together:

Discovery Call

We chat about where you're at and where you wanna go

Deep Dive

We dig into the details and map out your situation

Strategy Session

We present options that actually work for you

Implementation

We handle the heavy lifting and paperwork

Ongoing Support

We stick around because things change

What We're Really Good At

International Tax Planning

Most Popular

Honestly, this is where we spend most of our time. Whether you're selling across borders, paying people in different countries, or just trying to figure out where you actually owe taxes - we've probably seen your situation before.

What's Included:
  • Treaty planning (yes, it matters)
  • Transfer pricing without the headache
  • Permanent establishment risk assessment
  • Multi-country compliance coordination
Starting at $3,500/mo
Quick Story:

Had a client who was selling software to US customers from Canada. They thought they were fine until they got a letter from the IRS. Turns out, they'd accidentally created a taxable presence. We sorted it out, got them compliant, and restructured things so it doesn't happen again. That's the kind of stuff we prevent.

Let's Talk About Your Situation

Cross-Border Structuring

Setting up shop in multiple countries? There's usually a dozen ways to do it, and about 11 of them will cost you more than they should. We help you pick the structure that makes sense for your actual business, not some textbook example.

We Help With:
  • Entity selection and setup
  • Holding company structures
  • IP ownership planning
  • Repatriation strategies
Project-based $8,500+
Real Talk:

We once helped a manufacturing client who had operations in Canada, a sales team in the US, and was looking at Europe. They were gonna set up separate companies everywhere. We showed them how a different structure could save them about $150K annually in taxes and admin costs. Sometimes simpler is actually better.

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Financial Reporting

IFRS & ASPE

Need proper financials that your bank, investors, or auditors will actually accept? We know both IFRS and ASPE inside out. No, they're not the same, and yes, it matters which one you use.

Our Deliverables:
  • Monthly, quarterly, annual statements
  • Consolidation across entities
  • Revenue recognition (especially for SaaS)
  • Notice-to-reader or review engagements
Monthly retainer $2,200/mo
Why This Matters:

Your bookkeeper might be great at recording transactions, but preparing financials that comply with accounting standards? That's a different beast. We've helped clients unlock financing they couldn't get before, just by presenting their numbers properly. The data was always there, it just needed to be presented right.

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Expatriate Tax Services

Moving to or from Canada? Working remotely from another country? Stock options vesting while you're abroad? Yeah, it gets complicated fast. We help individuals and companies deal with the cross-border personal tax stuff that keeps people up at night.

We Sort Out:
  • Tax residency determination
  • Departure and entry tax planning
  • Foreign employment income
  • Equity compensation across borders
Per return $1,800+
Common Scenario:

Tech exec gets transferred to the US office. Company handles the work permit, but nobody thinks about the tax implications until April. Suddenly they're filing in two countries, dealing with foreign tax credits, and trying to figure out if they're still a Canadian resident. We handle this stuff all the time - ideally before the move, but we can clean up messes too.

Discuss Your Move

Business Valuation & M&A

Selling your business? Buying one? Need a valuation for estate planning or a shareholder dispute? We provide credible valuations and help navigate the financial side of deals - especially when they cross borders.

What We Do:
  • Business valuations (CBV standards)
  • Due diligence support
  • Deal structuring advice
  • Post-transaction integration
Project fee $12,000+
From Experience:

Worked with a family business where the kids wanted to buy out their retiring parents. Everyone had different ideas about what the business was worth. We did an independent valuation that gave them a fair starting point for negotiations. Sometimes having a neutral third party just makes things easier for everyone.

Start the Conversation

Cloud Accounting Setup

Time Saver

Still using spreadsheets or desktop software from 2010? Let's get you set up properly. We help implement and optimize cloud accounting systems that actually work with your business - not against it.

We Handle:
  • System selection and implementation
  • Multi-currency and multi-entity setup
  • Automation and workflow design
  • Training and ongoing support
Implementation $4,500+
Why Bother?

Look, we're not gonna say cloud accounting will change your life, but it'll definitely save you time come tax season. Plus, when you're dealing with multiple currencies and entities, having everything in one place that we can both access? Makes our job easier, which means lower bills for you. Win-win.

Let's Modernize Your Books