In the order we do it.
Incentives that the business qualified for — R&D credits, SR&ED, grants — are missed because nobody was tracking the qualifying activity while it was happening, and reconstructing it afterwards is expensive and unconvincing.
Tax moves to the front of the year rather than the end of it. Position understood quarterly, provision modeled with the assumptions written down, and the effective rate explained before it appears in the accounts.
On incentives, the qualifying work is captured as it happens — project records, time, technical narrative — so the claim file is built through the year and hands to your preparer complete. That is the difference between a claim that is filed and one that is defended.
Structure is reviewed whenever entities, states or provinces change, because the cost of getting that wrong compounds quietly.
What you can do afterwards that you cannot do now.
Know your tax position before the year ends, while something can still be done about it.
Claim what you are entitled to, with the evidence already assembled.
Your CFO does not do this alone.
With a named controller alongside them, a named backup on every seat, and the specialist bench behind both — all inside one fixed monthly fee.
The situations that route here.
“We operate on both sides of the border and nobody owns the tax position”
“We think we are leaving credits and incentives on the table”
Nobody needs all of it at once.
The diagnostic decides which two or three matter first in your business, and you keep that assessment either way.
Tell us what your month looks like. We will tell you whether this is the first thing to fix.
One hour on your business, with the CFO who would hold the seat rather than a salesperson. Nothing to prepare and nothing to sign. A written note back within two working days saying what we heard and what we would look at first.