Our Professional Services

Comprehensive solutions for your business needs

Tax Compliance & Advisory

  • Corporate T2 return preparation & filing
  • Personal T1 planning for residents & newcomers
  • CRA liaison, audit support & objection filing
  • HST/GST filings & voluntary disclosures

Bookkeeping & Reporting

  • Cloud bookkeeping (QuickBooks/Xero)
  • Monthly/quarterly financial statements
  • Cash-flow forecasts & KPI dashboards
  • Year-end working papers

Strategic Advisory

  • Budgeting, forecasting & scenario-planning
  • Dashboard & board presentations
  • Interim/part-time CFO support
  • Debt & working-capital structuring

Valuation Guidance

  • Valuation models following CBV Institute guidelines
  • Valuation services for fundraising
  • Support for buy-ins & partnership exits

Estate & Succession Planning

  • Will structuring & inter-generational transfer
  • Tax-efficient corporate reorganizations
  • Coordination with Canadian legal advisors

Cross-Border Advisory

  • T1135 & foreign income reporting
  • India-Canada tax structuring
  • CRA-FEMA remittance planning

Income-Tax & ITR Filing

  • Individual & corporate ITR e-filing
  • Advance tax planning & savings structures
  • Section 6/6A residential status advice

Property & Capital-Gains

  • CGT minimization strategies
  • Section 54/54F rollover guidance
  • NRI real estate advisory

Remittance & FEMA

  • Inward/outward remittances (bank liaison)
  • RBI/FEMA regulatory support
  • Annual repatriation filings

Business Formation & GST

  • Pvt Ltd, LLP, branch setup
  • GST registration, returns & advisory
  • Post-incorporation compliance

Capital Repatriation & Funding

  • Dividend repatriation & ECB compliance
  • Working-capital & term-loan arrangements
  • Fundraise documentation

Virtual CFO (India)

  • Accounting setup (Indian standards)
  • Monthly compliance calendars
  • Offshore finance team oversight

Financial Management

  • Cash-flow forecasting & management
  • Budget development & monitoring
  • Strategic financial modeling

Reporting & Analysis

  • Monthly reporting packages
  • KPI dashboards & metrics
  • Board & investor presentations

Stakeholder Communication

  • Lender & investor relations
  • Due diligence support
  • M&A & transaction advisory

Process Optimization

  • System implementation & controls
  • Internal control design
  • Process improvement