Business Details
Your Trusted Accounting Partner in Innisfil, ON
At Morrison CPA, we pride ourselves on being more than just an accounting firmwe are dedicated advisors committed to your financial well-being. Our team brings together diverse expertise in accounting, tax law, and business strategy to provide comprehensive support tailored to your unique needs. We believe in a process that emphasizes clarity, transparency, and consistent communication, ensuring alignment with your business goals. Our Celtic Knot symbol represents our commitment to blending traditional values with modern practices, fostering strong client relationships.With a focus on industries such as healthcare, small businesses, and not-for-profits, we deliver specialized services including tax preparation, financial statements, business consulting, and transition planning. Our clients consistently praise our professionalism, responsiveness, and ability to simplify complex financial challenges. We are driven by a philosophy of genuine care, aiming to empower your financial journey with expertise and personalized attention.
Services
Accounting Services
Bookkeeping Services
Tax Return Preparation
Financial Statements
Business Consulting
Transition Planning
Virtual Bookkeeping
Not-For-Profit Audits
Highlights and features
- We offer tailored financial guidance aligned with your industry-specific needs.
- Our team has decades of combined experience in accounting and tax law.
- We provide 24/7 personalized support for urgent financial inquiries.
- We guarantee accurate tax filings and proactive savings strategies.
- Our client-centric approach prioritizes transparency and long-term partnerships.
What people say
Friendly and professional team
Timely and responsive support
Expertise in tax strategies
Seamless business transition guidance
Exceptional audit services
Services
Accounting Services
Our accounting services provide businesses with accurate financial reporting, compliance assurance, and strategic insights. We handle everything from balance sheets to cash flow statements, ensuring your financial records reflect your business's health. Clients benefit from tailored advice to optimize profitability and make data-driven decisions.
Bookkeeping Services
We offer meticulous bookkeeping to maintain organized financial records, including transaction tracking, payroll processing, and bank reconciliations. Our services free business owners to focus on growth while ensuring year-round tax readiness and real-time financial visibility through secure online portals.
Tax Preparation
Our tax experts ensure precise preparation and filing of returns, maximizing deductions while maintaining compliance. We specialize in corporate tax strategies, personal filings, and audits for not-for-profits, helping clients minimize liabilities and avoid costly errors during tax season.
Business Consulting
We act as strategic partners, offering guidance on growth, risk management, and financial planning. Our consulting services include cash flow optimization, succession planning, and industry-specific advice to help businesses navigate challenges and capitalize on opportunities.
Not-For-Profit Audits
We provide specialized audit services for not-for-profit organizations, ensuring transparency and compliance with regulatory standards. Our team evaluates internal controls and prepares detailed reports to support governance and donor trust for charities and service entities.
People
Susan Morrison
Partner
Susan brings over 30 years of accounting experience, specializing in business tax strategies and financial planning. Clients praise her ability to simplify complex financial concepts and deliver actionable insights tailored to their goals.
Paul Morrison
Partner
Paul specializes in corporate restructuring and transition planning, with a focus on seamless business succession. His expertise in tax law and strategic advisory has earned recognition from clients for transforming financial challenges into growth opportunities.
Carolyn Smith
Senior Accountant
Carolyn has 15+ years of experience in audit services and not-for-profit accounting. She is known for her meticulous attention to detail and ability to guide clients through complex compliance requirements with clarity and efficiency.
Bruce Hynds
CPA, CA
Bruce serves as a trusted advisor for church financial management, offering expertise in nonprofit audits and governance. His collaborative approach ensures clients receive practical solutions aligned with their mission and regulatory standards.
Questions
What accounting services does Morrison CPA offer?
We provide tax preparation, financial statements, bookkeeping, business consulting, transition planning, and not-for-profit audits tailored to Ontario businesses and farms.
How does Morrison CPA handle tax compliance?
Our team stays current with tax laws to ensure accurate filings, maximize deductions, and provide proactive strategies to minimize liabilities for individuals and businesses.
Do you serve businesses outside Innisfil?
Yes, we serve clients across Ontario, including Barrie, Newmarket, and surrounding areas, with virtual services available province-wide.
What industries do you specialize in?
We specialize in healthcare, agriculture, small businesses, and not-for-profit organizations, offering industry-specific financial expertise and compliance support.
Can I access my financial documents online?
Yes, we provide a secure client portal for real-time access to documents, reports, and communication with our team.
Reviews (5)
Henry Valdes
Aug 22, 2021
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Morrison CPA has been my accounting firm for the past 3+ years. They have always been excellent at preparing my returns even when things are a bit confusing they manage to simplify it for me. I would definitely recommend to have them on your side when it comes to complex situations as well as having them representing you when it comes to CRA situations. 10 out of 10 for sure!
Bruce Hynds
May 11, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Morrison CPA took over responsibility for reviewing our church's financial statements a year ago. We have found them to be timely, professional and responsive to our needs. It has been a pleasure to work with Paul. We highly recommend their services. Bruce Hynds CPA, CA Treasurer, New City Church Newmarket
Morrison CPA took over responsibility for reviewing our church's financial statements a year ago. We have found them to be timely, professional and responsive to our needs. It has been a pleasure to work with Paul. We highly recommend their services. Bruce Hynds CPA, CA Treasurer, New City Church Newmarket
Catarina Santos
Feb 14, 2020
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The team at Morrison CPA are always friendly and helpful. I ask a lot of questions and they are always patient in helping me understand something I otherwise have no clue about. When it come to taxes I'm glad they are on my side.
Jose Rato
Jan 12, 2019
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Peace of mind ! I have been taking advantage of Susan's sage guidance and seasoned expertise relating to anything accounting and/or CRA related, incl preparation and transmission of annual tax returns for myself and spouse, since 1994. In all these 24 years, I have found Susan and her staff to consistently be experts in their field and seeking out their help literally helps me sleep better at night, because I'm reassured in knowing they have my back ! I strongly recommend Susan and her staff and urge anyone who wants to learn what they are entitled to and want to keep more of their hard-earned
Richard Yagutilov
Jan 09, 2019
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I have been working with Susan and her team going on 4 years now and my experience has been absolutely amazing. They always have time for my questions, and have been able to guide me and empower me around my taxes and the results have been unparalleled. I have been able to earn more, pay less and grow my business stress free. I love knowing that they have my back and I can 100% trust them! I highly recommend Susan and her team for all your personal and business tax needs as well as their bookkeeping and consulting. I have used all of these services and I couldn't be happier. Thank you for your
