Canada Service Stack
Tax, accounting and advisory services for Canadian businesses and individuals.
Tax Compliance & Advisory
- Corporate T2 return preparation and filing
- Personal T1 planning for residents and newcomers
- CRA liaison, audit support and objection filing
- HST/GST filings and voluntary disclosures
Bookkeeping & Reporting
- Cloud bookkeeping (QuickBooks/Xero)
- Monthly or quarterly financial statements
- Cash-flow forecasts and KPI dashboards
- Year-end working papers
Strategic Advisory
- Budgeting, forecasting and scenario-planning
- Dashboard and board presentations
- Interim and part-time CFO support
- Debt and working-capital structuring
Valuation Guidance
- Valuation models following CBV Institute guidelines
- Valuation support for fundraising
- Support for buy-ins and partnership exits
Estate & Succession Planning
- Will structuring and inter-generational transfers
- Tax-efficient corporate reorganizations
- Coordination with Canadian legal advisors
Cross-Border Advisory
- T1135 and foreign income reporting
- India-Canada tax structuring
- CRA-FEMA remittance planning
Virtual CFO Service Stack
Hands-on financial leadership without full-time headcount.
Financial Management
- Cash-flow forecasting and management
- Budget development and monitoring
- Strategic financial modeling
Reporting & Analysis
- Monthly reporting packages
- KPI dashboards and performance metrics
- Board and investor presentations
Stakeholder Communication
- Lender and investor relations
- Due diligence support
- M&A and transaction advisory
Process Optimization
- System implementation and financial controls
- Internal control design
- Process improvement and reporting workflows
India Service Stack
Support for NRIs and India-linked clients managing cross-border tax and compliance.
Income-Tax & ITR Filing
- Individual and corporate ITR e-filing
- Advance tax planning and savings structures
- Section 6/6A residential status advice
Property & Capital-Gains
- Capital gains tax minimization strategies
- Section 54/54F rollover guidance
- NRI real estate advisory
Remittance & FEMA
- Inward and outward remittances (bank liaison)
- RBI and FEMA regulatory support
- Annual repatriation filings
Business Formation & GST
- Private company, LLP and branch setup
- GST registration, filings and advisory
- Post-incorporation compliance support
Capital Repatriation & Funding
- Dividend repatriation and ECB compliance
- Working-capital and term-loan arrangements
- Fundraise documentation and lender packs
Virtual CFO (India)
- Accounting setup under Indian standards
- Monthly compliance calendars
- Offshore finance team oversight