Financial Services

At Smart Foundations we go beyond basics of financial services to bring a deeper understanding of your finances and make essential recommendations that are pivotal to your success.

As your bookkeeping partner, we don’t just complete your books; we analyze them and make essential recommendations.
As your accounting partner, we help you plan your taxes, cashflow and accounts to make more informed business decisions.

Move beyond bookkeeping. Use your financials as a business tool.

Explore our areas of practice.

ACCOUNTING

FINANCIAL STATEMENTS

ACCOUNTS PAYABLE

GST/HST

ACCOUNTS RECEIVABLE

INCORPORATION

BOOKKEEPING

PAYROLL

CONTROLLERS

TAXES & TAX PLANNING

Meet the Team

We are a hands-on team with industry-specific knowledge

Rob Falkner

Managing Director

Xing Hua

Senior Manager

Magdelane Stark

Program Manager

Jing Zhou

Bookkeeper/Payroll

Latest Insights

How to avoid being penalized by the CRA

Owing taxes is bad enough (and unfortunately an inevitable part of doing business), but being penalized by the Canadian Revenue Agency (CRA) and having to make additional payments definitely makes your financial pain even worse. So, how do you avoid paying the CRA more than necessary? It’s simple: don’t be late. When it comes to […]

Why it’s important to regularly review your sales process

When did you last review your company’s sales process? If you have to think about the answer, it’s been too long. When business is booming and sales are high, we know that it’s easy to get wrapped up in your success and to not take the time to stop and reflect. Nonetheless, it’s very important […]

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