Business Details
Your Trusted Partner for Financial Success in Hamilton
Balance & Foster delivers global capabilities with a local touch, offering assurance, tax, and consulting expertise through enduring relationships built on understanding and trust. Our team combines decades of experience in financial analysis, bookkeeping, and tax advisory to serve small and medium-sized businesses. We prioritize transparency, personalized service, and proactive strategies to optimize clients' financial positions.With QuickBooks-certified professionals and specialized knowledge in corporate tax, trusts, and estates, we provide tailored solutions that align with evolving regulatory landscapes. Our commitment to client education and error-free compliance ensures businesses maintain accurate records while focusing on growth. Serving Hamilton and surrounding regions, we emphasize long-term partnerships over transactional interactions.
Services
Tax/Accounting
Bookkeeping
Trust & Estate Services
Payroll Processing
Financial Reporting
Highlights and features
- Our team has decades of combined experience in accounting and bookkeeping.
- We provide personalized tax strategies tailored to individual business needs.
- We are QuickBooks Certified ProAdvisors with technical software expertise.
- Our consultants offer strategic advice for business growth and compliance.
- We serve multiple regions including Hamilton, Toronto, and Niagara Falls.
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Quick to respond
Willing to help
Not disappointed
Experienced consultants
Peace of mind
Services
Tax/Accounting
Our tax advisory services help businesses and individuals optimize their tax positions through strategic planning and compliance. We specialize in corporate tax returns, personal tax filings, and year-end adjustments while identifying deductions to minimize liabilities. With expertise in salary vs. dividend analysis and government compliance forms, we ensure accurate submissions for residents and non-residents alike.
Bookkeeping
We provide full-cycle bookkeeping solutions including payroll processing, GST/HST remittances, and financial reporting. Our QuickBooks-certified team manages accounts payable/receivable, monthly statements, and expense tracking to maintain accurate records. This ensures businesses have real-time financial insights for informed decision-making while meeting regulatory requirements.
Trust & Estate Services
Our trust and estate services include T3 tax return preparation, legacy planning, and coordination with legal professionals. We help clients navigate trust taxation, asset distribution, and clearance certificates while minimizing tax burdens. These services ensure seamless wealth transfer and compliance with complex regulatory frameworks for long-term financial security.
People
Gabriela Chetraru
Founder
Gabriela founded Balance & Foster after working in mergers & acquisitions. She holds a degree in Cost Estimating & Accounting and is QuickBooks-certified. With expertise in strategic financial analysis, she focuses on building client partnerships through transparent, personalized service.
Mary Champ
Bookkeeper
Mary brings 33 years of bookkeeping experience, including 18 years in nonprofit sectors. She specializes in full-cycle bookkeeping and charitable returns, offering expertise in transitioning businesses from manual to digital systems while ensuring compliance.
Gabi Di Berardo
Bookkeeping Assistant
Gabi provides efficient bookkeeping support with a focus on client satisfaction. A lifelong Hamilton resident, she offers local business insights while continuously improving her skills in taxation and financial management to deliver high-quality service.
Questions
What services does Balance & Foster offer?
We provide tax advisory, bookkeeping, trust/estate services, payroll processing, and financial reporting tailored to small and medium businesses.
Are you available for consultations?
Yes, we offer personalized consultations to review financial situations and develop customized tax and accounting strategies.
Do you work with businesses outside Hamilton?
We serve clients in Niagara Falls, Toronto, Markham, Vaughan, Kitchener, London, and St. Catharines.
What certifications do your team hold?
Our team includes QuickBooks Certified ProAdvisors with expertise in corporate tax, trusts, and financial analysis.
How do you handle tax compliance?
We ensure compliance through accurate filings, up-to-date regulatory knowledge, and proactive deduction identification for optimal tax positions.
