CALGARY AND AREA BUSINESS EXPERTS
Building a successful small business is going to require knowledge beyond your expertise. It’s OK if you’re not a math whiz, wordsmith, coding geek or creative genius. The more you’re able to outsource to experts, the more you can focus on doing what you love.
Here are some of our favourite partners that can support your business, too.
Personal Tax, US Tax, Audits, Reviews & Not-For-Profits
Here are some accountants that specialize in areas that True North does not focus on.
Brent Driscoll, CPA, CA
Specialty area: Personal tax
Nathan Geib, CPA, CA, CPA (AZ) - Abacus
Specialty areas: US tax and cross-border tax planning, estate planning, reorganization and other unusual tax problems
Mike Oosterhof, CPA, CA - Dart Bryant
Specialty areas: Not-for-profit accounting and assurance, estate administration, complex tax planning
Adam Stepa, CPA, CA - Infinite CPAs
Specialty areas: Review engagements (corporations only), personal taxes, estate planning and returns, integrated wealth management
Terri Holowath - Catalyst LLP
Specialty areas: US tax, personal tax, assurance, not-for-profit organizations, business valuations, agriculture specialists, CFO services, and wealth planning
Bookkeepers
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.
Tatiana Giberson - Evergreen Business Solutions
www.evergreenbusinesssolutions.ca
Specialty areas: Small businesses, technology companies, resource companies and retail stores
Managed IT Service Provider
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
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.
Financial Planner
Ryan Gubic, Investment Advisor - MRG Investments of Aligned Capital Partners
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.
Insurance Brokers
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
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
Chris Lofgren - Oakridge Insurance
Specialty areas: all lines of insurance including planning
Olympia Benefits
Specialty: Health Spending Accounts
Lawyers
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:
Ben Hudson - Hudson Law
Specialty areas: Corporate, commercial, tax planning, wills and estates
Matt Olson - Olson Law Group
Specialty areas: Corporate, commercial, real estate, wills and estates
