Business Details
29 Years
experience
Expert Accounting & Tax Services in Peterborough
Established in 1997, our firm provides comprehensive accounting, tax, and financial planning services to individuals, businesses, and non-profit organizations across Ontario. With over 35 years of combined experience, including Robin Wrightly's CPA and CGA credentials, we specialize in tailored solutions for owner-managed businesses, professionals, and non-residents conducting business in Canada. Our services encompass audit and assurance, corporate tax planning, estate management, and controllership support, emphasizing proactive tax strategies and financial optimization. We maintain licensing through the Chartered Professional Accountants of Ontario, ensuring adherence to rigorous professional standards. Our team combines technical expertise with personalized service, leveraging advanced accounting software and decades of industry-specific knowledge to deliver actionable insights.Clients benefit from our focus on long-term financial health through retirement planning, business succession strategies, and cash flow management. We operate under strict compliance with public health protocols, offering flexible appointment options to prioritize client and staff safety. Our commitment to continuous education ensures clients receive up-to-date guidance on evolving tax legislation and financial regulations. Located in Peterborough, we serve both local and national clients, maintaining a reputation for reliability and client-centric service delivery. This foundation of experience, accreditation, and personalized attention positions us as trusted advisors for diverse financial needs.
Services
Tax Services
Financial Planning
Accounting & Assurance
Management Services
Estate Planning
Corporate Tax Consulting
Payroll Services
Business Succession Planning
Controllership Support
Non-Resident Tax Services
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of specialized accounting expertise in Ontario
- Our CPA and CGA accredited professionals ensure regulatory compliance
- Personalized financial planning tailored to individual client needs
- Comprehensive services covering tax, audit, and business advisory
- Proven track record serving diverse industries including construction and healthcare
Associations and certifications
- Chartered Professional Accountants of Ontario
Services
Tax Services
Our tax services encompass personal and corporate tax compliance, strategic planning, and advisory for residents and non-residents. We specialize in minimizing tax liabilities through proactive planning, handling complex filings including T4/T5 reports, HST returns, and cross-border tax implications. Our expertise extends to retirement compensation arrangements and business reorganization strategies.
Financial Planning
We provide comprehensive financial planning covering retirement strategies, estate management, education funding, and investment optimization. Our approach integrates tax-efficient solutions with personalized cash flow management, ensuring clients achieve both short-term objectives and long-term financial security through regular plan reviews and adjustments.
Accounting & Assurance
Offering full-spectrum accounting services including financial statement preparation, audits, reviews, and compilations. We implement robust financial controls, budgeting systems, and business forecasting tools tailored to owner-managed businesses and professionals seeking improved financial transparency and decision-making capabilities.
Management Services
Our management services include bookkeeping, payroll administration, and controllership support using advanced accounting software. We assist with financial process optimization, statutory remittances, and implementation of efficient accounting systems for businesses across construction, healthcare, and professional services sectors.
Estate Planning
Specialized estate planning services focus on minimizing probate fees, creating trust structures, and facilitating smooth business succession. We coordinate with legal professionals to implement tax-efficient estate freezes, charitable giving strategies, and intergenerational wealth transfer plans for high-net-worth individuals.
People
Robin E. Wrightly
CPA, CGA
Licensed Ontario accountant with 35+ years experience, specializing in tax and business advisory for professionals and owner-managed enterprises. Holds CPA and CGA designations, providing strategic financial guidance since 1997.
Lynn Froste
Senior Accountant
25+ years of expertise in bookkeeping and accounting systems across diverse industries including construction and manufacturing. Proficient in implementing and operating all major accounting software platforms for business clients.
Paul Hamon
CFP, Sapience Financial
Certified Financial Planner with Sapience Financial Management, specializing in portfolio management and comprehensive financial planning. Partners with our firm to deliver integrated wealth management solutions to clients in Peterborough and surrounding regions.
Questions
What accounting services do you offer?
We provide full accounting services including financial statements, audits, bookkeeping, payroll processing, and controllership support for businesses and individuals.
Do you handle cross-border tax matters?
Yes, we assist non-residents conducting business in Canada with tax compliance, reporting, and strategic planning to minimize cross-border tax implications.
What industries do you specialize in?
We serve diverse sectors including construction, healthcare, professional practices, manufacturing, and real estate with tailored financial solutions.
Do you offer financial planning services?
Yes, our comprehensive financial planning covers retirement strategies, estate management, investment optimization, and tax-efficient wealth transfer solutions.
