Personalized Approach
We listen first - to determine your needs based on your goals & objectives - then design and implement a plan of action to help you achieve them.

Practical Advice
In life there are many roads to travel - we provide practical direction to get you where you want to go

Peace of mind
Our approach and advice will provide you with a "peace of mind' - allowing you to focus on the things that will make you grow & prosper

Our passion is helping your business grow and prosper

Whether you have a home office, a "mom & pop" partnership, a fledgling start-up company, or a multi million dollar established corporation, we can provide you with the tools to run your business better.



As an entrepreneur or business owner, you know how much extra work goes on "behind the scenes" for your vision to become a reality. We want you to focus on what you do best - running your business. Our team can coordinate the rest. We will keep each of your professional advisors up to date with your goals and objectives, so that your entire advisory team understands the core values and vision of your business. In addition, our trusted network of contacts is at your disposal, should you need to grow your team.



Our goal is to deliver our services in an easy-to-understand manner that is both timely and reliable. With decades of client experience, a seasoned & knowledgeable team, and an open-minded personal approach, we listen first, and appreciate the unique qualities that you and your company have to offer. 



Let's start a conversation about your business. Get in touch by email, a phone call, or in person - we'd be honoured to work with you to make your business the best it can be.

Services For Businesses


Bookkeeping Services
Effective Planning
Exit Strategies

Services For Individuals


Compensation Planning

Whether you're an employee or business owner, we can help you find ways to improve your "take home" pay!

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Specific Life Events

Newborn baby? New job? Moving? There are specific life events that occur that can have an impact on your overall financial situation and we can help

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Client Testimonials

  • " One would wonder why anyone living in Toronto would ever contract an accountant in Barrie and go through the aggravation of a long distance relationship. The reason, quite frankly, is I couldn’t find... "

    Gerry Sumner

  • " As the majority shareholder of four small corporations, Mike and his team have become an extremely valuable business partner and resource for our companies in very short order. After a glowing endorse... "

    Peter Kilburn, President - The YES Inc, Group of Companies

  • " We are relatively new clients to Michael’s firm and couldn't feel more confident of having them as part of our advisory team. When we first had the pleasure of meeting Mike, he called and set up a... "

    Chantelle Vroom - Superior Tire & Auto

  • " We contacted Michael’s office last year looking for an accounting firm that provided a more “hands on” and personalized service style approach. We knew we had to make a change but were hesitant on do... "

    Oliver Owens - President - Critical Air Mechanical Inc.

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