Selected files
Anonymized work notes. The point is the method, not the client name.
2025
Business plan, projections, and eligible-asset schedule prepared for a bank-backed franchise purchase.
A buyer needed a package a credit committee could underwrite: market notes, sources and uses, leasehold and franchise-fee treatment, and a debt-service view that matched the lender’s template. The file was written as a credit memo, not a pitch deck.
2025
Books, payroll, HST, and T2 positions closed together so the return and the statements told the same story.
A closely held corporation had books, payroll, and HST on different clocks. The close rebuilt the trial balance, aligned owner draws, and produced statements the tax return could cite without reconciliation theatre in April.
2024
Documented supply analysis and ITC support for a CRA HST review.
The response package mapped each requested period to source invoices, bank evidence, and the original return. Questions were answered in writing with exhibits, not hallway explanations.