Taxes made
simple.

I help small business owners catch up on their taxes and stay compliant with CRA.

See membership plans

Organized

Systematized

Compliant

Running your business is exhausting.

And with so many things going on at the same time, it can be challenging to keep your books organized.

Do you recognize any of these feelings?

  • You struggle to set up an organized system
  • You don't know how to save your tax money
  • Calls from CRA make your stomach turn
  • You can't calculate your true profit margins

Does any of this sound familiar?

You've enjoyed life as an entrepreneur, you hustle, and you're a business leader. Yet, your taxes and bookkeeping may have fallen off a cliff for a few years now...

To cope with the discomfort, you may have taken on a few bad, and secret habits you're not proud of. Maybe you don't pay your taxes on time and the CRA has noticed and sent you nasty letters, this time, by threatening to take legal action against you.

And you don't know when, or if, they're going to garnish your pay, or seize your business or family bank account. What steps could you take to feel like a true Business Owner you can be proud of and get caught up and compliant with CRA?

And that's where I come in.

What you need is a tax and accounting strategy that is designed to keep you organized, save you money, and protect you from the CRA.

Your taxes and bookkeeping don't have to be complicated for no reason.

In fact, you only need to do these three simple things.

  • QuickBooks Online (QBO) Setup

    Get your receipts, expenses, invoices, and customer lists organized right from the start.
  • Monthly Bookkeeping

    Let me handle your bookkeeping and payroll so you can save time and focus on growing your business.
  • Tax Preparation

    I offer complete personal and business income tax services, from start to finish, and I communicate with CRA on your behalf.

Hi, I’m Lucas, your CPA.

I'll come right out and say it: I know you are an expert at running your business.

You have worked hard to get where you are today, and you deserve to have peace of mind knowing that your books are organized and compliant with CRA.

As your personal CPA, I genuinely care about your financial goals too. If you run a small business and struggle to keep your books organized, I can help you.

I've worked with hundreds of clients, on both sides of the coin. I earned my CPA license while working at Deloitte, and I have worked at Canada Revenue Agency.

I pride myself on my desire to learn, attention to detail and strong work ethic.

I can help you stay organized and compliant with CRA using my proven strategies. Whether you're just starting out or need to get organized quickly, I can create a custom plan that fits your unique business needs. So, are you ready to take control of your finances?

Working with me is simple.

🚀 Here's how to get started.

1

Quick FREE Intro Call

Explain your current situation and where you want to be. Whether you need a membership plan for ongoing support or à la carte service.
2

Book your Initial Consult

Ready to dive in? Great! My standard flat rate for an initial consult is $500, which includes a detailed proposal with next steps and the estimated cost to execute the proposal.
3

Get Compliant With CRA

The vast majority of my consults lead to executing on the proposed plans, however, you have no obligation to work with me. You are free to proceed only if you choose.
Pricing that fits your budget.

Simple, straightforward pricing for everything your business needs.

Membership

$747
/month
Essential Compliance

For staying organized and compliant

What’s included
  • Dedicated CPA
  • Organize your income, expenses, and receipts
  • Unlimited email support
  • Up to 50 monthly bank transactions
  • Add on : Business Tax Filing
$947
/month
Growth

Explore strategies and professional insights

What’s included
  • Includes all Compliance services
  • Monthly strategy calls
  • Up to 100 monthly transactions
  • Business Tax Filing
  • Add on : Tax Planning
  • Add on : Employee On-boarding & Payroll
$4,997
/month
Fractional CFO

Outsource your entire accounting department.

What’s included
  • Includes all Growth services
  • Weekly strategy calls
  • Tax Planning and Business Tax Filing
  • Full service employee payroll and benefits filing
  • Unlimited Email, WhatsApp and phone support
  • Government, Bank, and Finance Liaison
  • CRA Audit Defense
Add-on at checkout: Premium Access Upgrade
Direct text access to Lucas via WhatsApp, Bank Loan/Finance Liaison, Government Liaison, Tax Planning, Tax Filing, and CRA Audit Defense.
Don't take my word for it.

See what my clients are saying.

4.8
FROM OVER
24
REVIEWS
By the way...

I'm an ELITE Certified QuickBooks ProAdvisor

When I ask business owners what their biggest challenge is, they all tell me one thing: “getting organized in my QuickBooks company file.” That’s why I decided to become a Certified QuickBooks ProAdvisor. This designation allows me to showcase that I can help you get organized on QuickBooks using my skills and expertise.

And trust me, it works.