Business Details
10 Years
experience
Expert Accounting Services in Barrie, Ontario
Established in 2016, our firm brings decades of combined experience in accounting and taxation to small businesses and individuals in Simcoe County. Our founder, Andrew Donovan, spent ten years as a senior manager at a global public accounting firm, advising businesses of all sizes, followed by two years in corporate financial reporting. We specialize in tax preparation, accounting system setup, and strategic financial planning tailored to small business needs. Our approach emphasizes clear communication and practical solutions to minimize tax liabilities while ensuring compliance. As QuickBooks Pro Advisors, we leverage advanced software tools to streamline accounting processes.We collaborate with tax lawyers for complex cases, ensuring clients receive comprehensive guidance for business succession, estate planning, and legal representation. Our commitment to timely, cost-effective service has made us a trusted partner for businesses in Barrie and surrounding areas. We prioritize understanding client concerns to deliver actionable advice that aligns with their financial goals. With expertise spanning construction, manufacturing, and professional services sectors, we provide industry-specific insights. Our fees are transparent and competitive, reflecting the time required to maximize deductions without unnecessary delays.
Services
Tax Preparation
Business Accounting
Financial Planning
QuickBooks Support
Tax Compliance
Details
- Year established: 2016
Highlights and features
- We offer 15+ years of experience in public accounting and corporate finance.
- Our team are certified QuickBooks Pro Advisors with software expertise.
- We collaborate with tax lawyers for complex legal financial matters.
- Practical approach prioritizes client communication and cost efficiency.
- Sector-specific expertise across construction, manufacturing, and professional services.
Associations and certifications
- Chartered Accountant
Services
Tax Preparation
Comprehensive tax return preparation for businesses and individuals, ensuring compliance with CRA regulations while maximizing deductions. Our expertise spans corporate, partnership, and personal tax returns. We implement strategies to minimize liabilities through legitimate deductions and credits.
Business Accounting
Custom accounting system setup using QuickBooks, Sage 50, and other platforms to streamline financial reporting. We create tailored solutions for accurate record-keeping and efficient year-end financial statement preparation for sole proprietors and corporations.
Financial Planning
Strategic financial guidance for business owners focusing on long-term profitability and tax efficiency. Services include cash flow analysis, profit optimization, and succession planning to ensure sustainable business growth and personal financial security.
QuickBooks Support
Certified Pro Advisor assistance with QuickBooks setup, troubleshooting, and training. We optimize software configurations for accurate tracking of accounts payable/receivable, payroll, and inventory management to improve operational efficiency.
Tax Compliance
Guidance on meeting federal and provincial tax obligations, including GST/HST filings and corporate tax deadlines. We develop systems to simplify compliance processes and prevent penalties through proactive deadline management and documentation organization.
People
Andrew Donovan
Chartered Accountant
Former Deloitte senior manager with 15+ years of experience in public accounting and corporate financial reporting. Specializes in small business tax strategy and QuickBooks implementation after relocating to Barrie in 2016.
Questions
What accounting software do you support?
We are certified QuickBooks Pro Advisors and also support Sage 50, MYOB, and AccountEdge users with system setup and troubleshooting.
Can you help with complex tax situations?
Yes, we collaborate with tax lawyers for business succession planning, estate tax issues, and representation in tax court matters.
How are your fees structured?
Fees are based on time required for each service, with transparent pricing focused on delivering value through maximum tax deductions.
Do you serve industries outside Simcoe County?
While based in Barrie, we serve clients across Ontario through virtual consultations and cloud-based accounting tools.
What experience do you have with small businesses?
Our founder spent a decade advising small businesses at Deloitte and two years in corporate finance before establishing this practice.
How do you ensure timely service?
We prioritize deadline management to prevent late filing penalties, with regular client communication throughout the tax preparation process.
