Business Details
50+ Years
experience
Award-Winning Accounting Services in Burlington
S B Partners is an award-winning, full-service independent accounting firm with over fifty years of experience serving privately-owned companies, corporate subsidiaries, and not-for-profit organizations in Burlington, Oakville, Hamilton, and across Southern Ontario. Our team of Chartered Professional Accountants (CPAs) and Chartered Business Valuators (CBVs) provides strategic business advice, comprehensive accounting, and business tax services tailored to clients' needs. We prioritize client service, community impact, and innovation, offering expertise in financial forecasting, benchmarking, corporate reorganization, and succession planning.Our mission is to support clients in building foundations for growth while maintaining integrity and ethical standards. We foster a positive workplace culture and contribute to community initiatives in arts, social impact, education, and healthcare. With a history dating back to 1974, we have earned recognition as a Great Place To Work and consistently rank as a top accounting firm in local reader's choice awards.
Services
Accounting Services
Business Valuation
Corporate Tax Planning
Trust and Estate Planning
HR Management
Advisory Services
Not-for-Profit Accounting
Succession Planning
Tax Dispute Resolution
Financial Benchmarking
Details
- Year established: 1974
Highlights and features
- We offer 50+ years of experience serving Southern Ontario businesses.
- Our team includes Chartered Professional Accountants and Chartered Business Valuators.
- We provide tailored solutions for accounting, tax, and business strategy needs.
- Recognized as a Great Place To Work since 2022.
- We combine technical expertise with community-focused values.
Associations and certifications
- CPA Canada
Services
Business Valuation Services
S B Partners provides independent business valuations for mergers, acquisitions, estate planning, and matrimonial asset equalization. Our Chartered Business Valuators combine financial expertise with litigation support to deliver credible assessments. We help clients understand their company's worth through detailed analysis of cash flow, risks, and market conditions.
Corporate Tax Services
Our tax specialists offer strategic corporate tax planning, compliance, and dispute resolution. Services include reorganizations, cross-border compliance, and cash flow optimization strategies. We help businesses minimize liabilities while maintaining CRA compliance through tailored tax strategies aligned with long-term objectives.
Accounting and Assurance
We provide comprehensive accounting and assurance services, including financial statement preparation and audit support. Our CPAs help businesses interpret financial data, improve reporting accuracy, and make informed decisions. Services scale to meet needs of startups, large corporations, and not-for-profits.
Trust and Estate Planning
Our experts assist with creating comprehensive estate plans to protect wealth and legacy. Services include trust structuring, tax-efficient transfers, and succession strategies. We help clients navigate complex estate tax regulations while ensuring asset protection for future generations.
HR Management Consulting
SBHR Management offers strategic HR consulting for policy development, workforce planning, and compliance. Our consultants help businesses implement effective HR practices, improve workplace culture, and navigate employment regulations. Services range from foundational policy creation to strategic talent management.
People
Janice Pomerleau
Managing Partner
With over 20 years of experience, Janice leads S B Partners' strategic direction. She specializes in accounting and advisory services for mid-sized businesses, focusing on financial reporting and business process optimization.
Trevor Hood
Partner, Valuations
A Chartered Business Valuator with 15+ years in corporate finance, Trevor provides expert business valuations and litigation support. He specializes in merger and acquisition consulting for Southern Ontario businesses.
Dana Wade
Director, HR Consulting
With a decade of HR experience across multiple industries, Dana leads SBHR Management. She focuses on strategic workforce planning, policy development, and creating compliant, effective workplace cultures for organizations of all sizes.
Raffaele Ruberto
Partner, Tax
A tax expert with 18 years of experience, Raffaele specializes in corporate tax planning and compliance. He helps businesses optimize tax strategies while ensuring adherence to Canadian tax regulations and reporting requirements.
Melanie McLeod
Managing Partner
As 2024 appointee to Managing Partner, Melanie oversees S B Partners' operations. With expertise in accounting and business advisory, she focuses on client service excellence and firm leadership.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, tax planning, financial reporting, and advisory services tailored to small businesses' needs.
Do you specialize in any particular industries?
While serving diverse sectors, we have particular expertise in not-for-profits, professional corporations, and family-owned businesses.
How can business valuation help when selling a company?
Our independent valuations help sellers understand their business worth and optimize sale terms through objective financial analysis.
What HR consulting services are available?
SBHR Management offers policy development, workforce planning, compliance support, and strategic HR guidance for businesses of all sizes.
How do you support succession planning?
We help business owners create transition strategies for leadership changes, ownership transfers, or generational succession.
Are you certified by any professional organizations?
Our professionals hold CPA and CBV designations, and we're recognized as a Great Place To Work since 2022.
Reviews (2)
Raj Jain
Feb 13, 2021
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BEWARE OF RAMKI BALAKRISHNAN. He was with my firm ETI, as a COO, for about 7 months. I am the CEO and Founder of ETI. He was the biggest mistake I made in over 20 years of business. To start with he is a nice warm hearted person on a social level, but quite the train wreck on a business level. The claims of what he did on his Linked In profile at ETI are mostly false. You can confirm this with almost any of the current 20 team members on our team today. In terms of people selection, he hired four people, all of which were the wrong fit and he failed to train or onboard for success, these individuals
Brian Empey
Jul 28, 2020
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SB Partners has been my accounting firm for over 10 years for my corporation needs. I would recommend them to anyone. My CA is Janice Pomerleau. She is so helpful and willing to spend time reviewing and explaining all aspects of my business accounting needs.
