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.
Nicholas Mah, CPA, CA, partner
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.
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
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 - Link Accounting & Bookkeeping
Specialty areas: personal taxes, sole proprietors, and bookkeeping.
Tatiana Giberson - Evergreen Business Solutions
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.
Ryan Gubic, MBA, CFP, CPA, CGA - MRG Wealth management
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
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:
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