What you get
Every year, small business owners overpay in taxes simply because no one planned ahead. Tax planning isn’t just a once-a-year task – it works best when it’s part of how a business runs all year. Staying ahead of deadlines, tracking key numbers, and making informed decisions early can mean fewer surprises and real savings down the line.
That’s where we come in. At Apex Accounting, we go beyond basic bookkeeping – as business plan consultants and tax planning experts, we work closely with small business owners to build strategies around their real numbers, not generic templates. From business plan consulting services to year-round tax planning, our team focuses on practical advice that actually holds up.
Ready to stop overpaying and start planning smarter? Talk to our business plan experts today and see what a real tax strategy can do for your business.
Or email info@apexaccounting.ca
A concise, lender-focused overview of the opportunity.
Sized, sourced and specific to your service area.
Income statement, balance sheet and monthly cash flow.
Volume and pricing sensitivity modelling.
Exactly where the borrowed capital goes and how it's repaid.
Formatted to the requirements of your specific lender
A 30-minute call to understand your business, your current setup and exactly what you need from business accounting.
You receive a written scope and a flat monthly or per-filing price. No hourly surprises, ever.
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We collect access, review historical records and correct anything that would affect your filings.
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Work is completed on a published schedule with deadline reminders and a named accountant you can call.
You pay one set price every month. No extra charges, no surprises on your bill.
We keep track of every CRA deadline and file on time. We also send you reminders.
You work with the same accountant every time - not a different person on every call.
If CRA sends a letter, review, or audit, we take care of it. No extra cost.
“Apex took a messy set of books and turned them into numbers I actually use to run the business. Responsive, clear pricing and no accounting jargon.”
Get in touch, and we’ll walk you through our business tax planning services, no pressure, just a real conversation.
Most business plan services take about one to two weeks, depending on how quickly we get your financial details and how complex your business is. If you're on a tight deadline for a loan application, let us know upfront and we'll work around it.
Yes - every plan our business plan consultants write is formatted around the lender you're applying to, whether that's a bank, BDC, or another program. We ask which lender you're using before we start, so nothing gets flagged or sent back for missing details.
Not necessarily. Some clients come to us with rough numbers, others with nothing at all. As part of our business plan consulting services, we'll walk you through what's needed and help pull the numbers together if you're starting from scratch.
Definitely. This happens more than you'd think. Our business plan experts will review what was submitted, figure out what likely caused the rejection, and rebuild the plan properly instead of just patching it.
Yes. Once your business is set up, a lot of clients move into our business tax planning services so they're not just reacting at tax time, but planning ahead all year with the same team that built their plan.
230 Sackville St, Toronto, ON, M5A 0B8
1193 Brimley Rd, Scarborough, ON M1P 3G4
370 Steeles Ave W, Brampton, ON, L6Y 0P8
Full-cycle accounting, management reporting and tax planning built around your business goals.
Full payroll processing with direct deposit, CRA source deductions, ROEs and year-end T4/T4A slips.
Monthly transaction categorisation, reconciliations and HST tracking for small businesses and sole proprietors.
Toronto’s trusted small business accountants. Bookkeeping, payroll, and tax done right — since 2016.