"The staff always stay on top of our bookkeeping and are key members of our professional advisory team."

Owner-manager, professional services, 13

"As a young health professional working to grow a small business and practice, you allow me to focus on what is important, while remaining confident that my financial and business interests are in capable hands." 

Owner-manager, professional services, 20 employees

"This organization provides a truly integrated approach of combining financial, business, research and investing guidance. The team routinely checks in with me to ensure that I and my business are accomplishing our goals. They have helped me set goals both personally and financially, building a successful plan that allowed me to ultimately surpass what I thought was possible. Thanks for helping me far exceed all business and personal goals." 

Owner-manager, professional services, 20 employees

"I am writing you to indicate how pleased I am with the services you have provided over many years. Everyone is on the ball and so willing to help from the most minor to major activity. I am particularly happy that anyone I have referred to you has been extremely satisfied and thrilled that I had made them aware of you." 

Owner-manager, technical sales, 2 employees

"I am writing this letter to thank you for the guidance and professional service you have provided me over the past seven years. As an entrepreneur, corporate officer and director of a public company, I am often faced with issues that require thoughtful analysis and immediate action. You have been able to service my needs at a level of professionalism and expertise that I value." 

CA - entrepreneur, medical spa services, 400 employees

"The staff have responded quickly and effectively to any inquiries that I have made of them and have provided good follow-up. I have no hesitation whatsoever in recommending them."
 
Lawyer - entrepreneur, mediation services, 2 employees

"Whatever I pay you will be the best money I have spent in my entire life" 

Owner - manager, health services & investments

"I am writing this letter to thank you for the guidance and professional service you have provided me over the past seven years. As an entrepreneur, corporate officer and director of a public company, I am often faced with issues that require thoughtful analysis and immediate action. You have been able to service my needs at a level of professionalism and expertise that I value." 
 
CA - entrepreneur, medical spa services, 400 employees

"My books were a "mess", and the team patiently guided me through the process, and helped me get everything in order. What I value is the teams' knowledge in many areas of accounting and business, their quick response to questions, their accessibility, and practical approach."

Owner - manager, retailer, 7 employees

"One would expect to see them devote increasingly more time and energy to larger clients and, by extension, less to people like me, but this isn't what they’re all about. A major success measure for them is the satisfaction level of their clients, regardless of size". 

Executive, international publisher

"The staff have responded quickly and effectively to any inquiries that I have made of them and have provided good follow-up. I have no hesitation whatsoever in recommending them."

Lawyer - entrepreneur, mediation services, 2 employees

"You have provided us with sound and practical advice since we first became clients six years ago. You've always there when needed, and responded to our calls without delay." 
 
Owner - manager, entertainment production & investments, 3 employees

"In addition to preparing all of the requisite statements and returns, the staff have always been incredibly responsive to any question or concern and have clearly communicated advice on a variety of matters."

Owner-manager, IT services, 3 employees

"Every member of our management and internal accounting teams have enjoyed their interaction with your team immensely and find your accessibility and extreme responsiveness an absolute pleasure. We highly recommend you as a very positive addition to the key advisor group of any business looking to take their game to the next level." 
 
Owner-manager, manufacturer, 30 employees