SMALL BUSINESS PARTNERS

Here are some accountants that specialize in areas that True North does not focus on.

Nicholas Mah, CPA, CA, partner

www.mahoneill.ca/contact-us.html

Specialty area: Personal tax & sole proprietors, review engagements, trust audits, not for profit and societies, corporate and personal tax planning, agricultural industry tax and succession planning.

Nathan Geib, CPA, CA, CPA (AZ) - Abacus

www.abacusol.ca 

Specialty areas: US tax and cross-border tax planning, estate planning, reorganization and other unusual tax problems

Mike Oosterhof, CPA, CA - Dart Bryant 

www.dartbryant.com

Specialty areas: Not-for-profit accounting and assurance, estate administration, complex tax planning

Adam Stepa, CPA, CA - Infinite CPAs

www.infinitecpa.ca

Specialty areas: Review engagements (corporations only), personal taxes, estate planning and returns, integrated wealth management

We can provide bookkeeping on a quarterly or annual basis if you have less than 150 transactions per month. If you need your bookkeeping done on a regular basis (weekly or monthly), you will need to hire a bookkeeper separate from True North Accounting.

A good bookkeeper can run your payroll, pay bills and taxes, collect invoices and track all of your financial transactions.

Rebecca Moore - RMoore Solutions

PH: 403-919-4690 

E: rmooresolutions@outlook.com

Specialty areas: personal taxes, sole proprietors, and bookkeeping.

Protect your data and keep your networks safe and secure. These guys will take care of external monitoring for malware, spyware, viruses, and do daily remote backups. Make them your best friends.

Chad Thomas - Proactis 

www.proactis.net

Proactis is a wealth of knowledge and will guide you through your IT strategy and help you make the right decisions. Specializing in small to medium sized IT managed services and Virtual CTO.

Ryan Gubic, MBA, CFP, CPA, CGA - MRG Wealth management

www.mrgwealth.com

Specialize in helping business owners grow their investments more efficiently using a systematic approach to wealth management that integrates financial planning, investments, and insurance with a tax optimization focus.

There’s a lot to figure out when it comes to insurance: general liability, professional liability, vehicle, life, critical illness, disability, health spending accounts, health benefit plans, and on. 

If you’re not careful, this area can be a black hole of money down the drain. A good insurance broker will keep you informed on the differences between quotes.

Dustin Daniel, Partner - Deboski & Co 

www.deboski.com 

Specialty areas: 
1) Life, critical illness and disability coverage for the private company owner or medical / dental professional 
2) Cash flow / financial planning for the private company owner or medical / dental professional

If your business is important to you, use a lawyer. Always use a lawyer to incorporate and anytime you make a share transaction or change directors. We can recommend:  

Matt Olson - Olson Law Group

www.olson-lawgroup.com

Specialty areas: Corporate, commercial, real estate, wills and estates