Chartered Professional Accountants that work for you.

You started a business so you could have more freedom, right? It’s supposed to be exciting. So why can’t you get ahead on your taxes or stop worrying about cash flow?

Do you ever wish you could get more from your Chartered Accountant?

You know you have to understand your cash flow better if you want to get ahead, which isn’t happening because of out-of-date bookkeeping. You love your staff, but running their payroll takes time away from creating opportunities for them. You find yourself asking: “Do I own my business? Or does my business own me?”

It’s time to get the freedom you deserve. We can help.

CPA Services & Resources for All Your Business Needs

Accounting & Bookkeeping

  • Bookkeeping & payroll
  • Financial statements

Tax Returns & Tax Planning

  • Corporate, personal, trust & estate returns (Canada & U.S.)
  • Tax, trust & estate planning (Canada & U.S.)
  • Corporate structuring

Business Consulting

  • Estate, retirement, & succession planning
  • Management, culture, & leadership consulting

or save time and money
with one of our popular packages.


Your Bookkeeper / Accountant

Bookkeeping, Payroll, Taxes, Year-End


Fast and accurate 

bookkeeping, payroll, and 

standard financial reporting

Year-end compliance:

NTR financial statements &

corporate tax returns, annual 

GST return, T4/T5 slips


Your CFO

Cash flow budgeting and forecasting


All Untangled services plus:

Cash flow budgeting and forecasting

Key performance indicator tracking

Pre year-end tax planning


Your Leadership Team

Strategy, Leadership, Processes, Culture


All Unburdened services plus:

Complete access to all our partners

Leadership & strategic advisory services

Business process analysis & improvement

Culture, process, & leadership analysis & coaching

All our packages include:

  • A dedicated team of CPA lead accountants
  • Phone support and online chat support (business hours)
  • Quarterly check-ins with your CPA team to review your financial results
  • Access to our leadership team to discuss your goals and challenges
  • Basic accounting software subscriptions
  • AH Financial Hub and mobile app to access your accounting team and track your company’s performance

Compare Our Popular Packages

Basic accounting system design and deployment

Fast and accurate bookkeeping with monthly reconciliations

Semi-monthly payroll and automatic government remittances (software, setup and support)

Monthly reporting: balance sheet, P&L, cashflow

Preparation of year-end financial statements, corporate tax returns, GST returns, and T4/T5 slips

Custom Key Performance Indicator (KPI) tracking

Cash flow planning, budgeting and forecasting with multi-scenario analysis. 3-year, 3-way forecast, updated quarterly.

Monthly financial review and year-end tax planning meetings

Business systems evaluation to identify problems and opportunities

Culture & leadership advisory

Company-wide business process mapping

Company-wide personnel alignment and assignment

Customized growth and executable action plan








Other Accounting Services (available in all packages)

  • Quarterly or monthly GST returns
  • Time-saving accounting software solutions (billing, A/R, inventory, e-commerce integrations, AP, etc..)
  • Workers Compensation Board annual reporting
  • Alberta Registries annual return
  • Personal tax returns (Canadian, U.S. and cross-border)
  • Audit Shield (fee waiver service for CRA reviews and audits)
  • Review or audit financial statement working paper preparation

How Does It Work?

Step 1: Discovery

We take the time to get to know your business, your goals, and your challenges.

We gain access to your existing accounting systems and understand where your company is at today.

Step 2: Integration

We integrate into your existing systems, or build new ones, to automate your accounting and payroll.

We develop and document your company’s accounting best practices.

Step 3: Onboarding

We start giving you and your team your time back by training you on how to use your new accounting system.

Step 4: Ongoing

Monthly reporting and regular meetings with us help you understand your company’s cash flow forecast and financial performance.

We automatically prepare your year-ends and actively look for ways to save you tax.

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