Category: accounting

Source Accounting Professional Corporation is an accounting firm based in Mississauga, Ontario, Canada. Led by a Chartered Professional Accountant with over 20 years of experience, the firm specializes in providing personalized accounting services to small and medium-sized businesses, incorporated employees, and self-employed individuals.

Their service offerings include corporate tax filing and preparation, self-employed tax services, personal tax preparation, payroll management, accounting and bookkeeping, HST filing, CRA audit assistance, and business start-up consulting. Source Accounting leverages cloud and digital technology to enhance service delivery, ensuring flexibility and accessibility for clients across the Greater Toronto Area and beyond.

Southbrook provides outsourced accounting services for early-stage and high-growth companies in the Construction and Landscaping sector.

Roth Bookkeeping is a professional bookkeeping service that focuses on enhancing financial management for businesses. The company specializes in QuickBooks, offering integration and training to help clients optimize their bookkeeping processes. Their services include efficient financial record-keeping tailored to the specific needs of small and medium-sized businesses.

As a certified QuickBooks Pro Advisor, Roth Bookkeeping provides onboarding services and comprehensive staff training. This approach aims to empower clients with the knowledge and tools necessary for effective financial management. The firm emphasizes a client-centric philosophy, making bookkeeping easier through technology and support.

Accounting Firm with Tax Advisory, Incorporation consultancy, Bookkeeping, Personal Taxes, Corporate Taxes, Payroll, HST and other management consultancy

Cradle Inc. is a New York-based company that develops cloud-based lease accounting software. Their platform automates and streamlines lease accounting processes, ensuring compliance with major accounting standards such as ASC 842, IFRS 16, GASB 87, and GASB 96.

The software features automated lease calculations, a user-friendly interface, comprehensive reporting capabilities, and customizable API integration with popular accounting systems like QuickBooks, NetSuite, and SAP. Additionally, it includes AI-assisted chat support to enhance user experience. Cradle offers a free 30-day trial of its software and provides dedicated account representatives along with unlimited training sessions for enterprise users, making it a versatile solution for businesses of all sizes.

AMLB is a Canadian professional services firm that specializes in accounting and virtual Chief Financial Officer (CFO) solutions. The company adopts a client-centric approach, combining financial expertise with empathetic service to help businesses and leaders achieve their goals. AMLB offers year-round advisory services, positioning itself as a strategic partner rather than providing limited annual engagements.

The firm provides a range of services, including cloud bookkeeping, tax planning and filing, payroll management, virtual CFO services, financial reporting and analysis, and business incorporation and compliance. Their full-service package integrates cloud-based tools and proprietary financial frameworks to enhance client experiences. AMLB serves various sectors, including healthcare, non-profits, and professional corporations, and is recognized for its proactive advisory and cross-industry expertise. The company is committed to making financial health achievable through personalized care and collaborative client relationships.

Tax Executives Institute, Inc. is the preeminent, global association of in-house tax professionals. Our members are business executives responsible for the tax affairs of their employers in an executive or managerial capacity. TEI serves its members and advances the profession by education, networking, and advocacy throughout the world (https://www.tei.org/). Our key goals include the promotion of effective tax policies, analysis and improvement of tax legislation and administrative practices with a view to reduce the compliance burden.

Toronto, the local chapter puts together an on-going calendar of high quality continuing education program comprising of approximately 11 events each year including 2 full Professional Development days, a summer networking event, and a holiday reception in December. These events will not only allow you to stay on top of current developments and emerging issues, they are also a great way to expand your network, exchange ideas and best practices with fellow tax professionals.

We are here to serve you. From this page, to the right or below, you are able to view and register for our events which are for our members and guests of our members only.

For membership, please go to https://www.tei.org/membership or message one of our directors.

Currently, the Toronto chapter has over 350 members representing over 100 companies. Please join us!

The following individuals are Officers / Directors for 2023/2024:

Officers:
President Rosy Singh
First Vice President Jeff Danko
Treasurer Jun Ping
Secretary Bonnie Long
Assistant Treasurer/Secretary Rosalind Liu
Chapter Representative Kristina Capretta

Directors At Large:
Karen Stone
Phil Parkinson
Amy Wang
Gloria Hao
Michela Garofalo Wysocki
George Dritsas
Lisa Matthews
Soni Sharman
Winnie Loo

Promoting the CPA brand, encouraging camaraderie and networking among members, students and candidates

We believe that experts in personal and business growth work better when they’re together in one space. We’re a team of accountants, lawyers, investment advisors and human resources consultants collaborating for an innovative approach to financial advisory. It’s Inclusive. Better together.

The Corner Office: A respected accounting firm providing tailored, comprehensive accounting solutions for privately-held businesses and non-profit organizations. Our modern, technology-driven approach, led by experienced CPAs, ensures reliable financial management and supports clients’ long-term growth and success.