Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

Two people collaborating at a wooden desk with laptops, pens, and paperwork, discussing and reviewing documents.

What We Offer

  • Flexible, expert advice when you need it. Tax compliance is foundational. Strategic tax planning is where we add long-term value. We integrate tax planning into ongoing discussions to ensure decisions are evaluated through both a current and long-term lens. Services include:

    • Personal, corporate, and trust tax filings

    • Owner-manager remuneration planning

    • Corporate structuring

    • Capital gains, QSBC, and succession considerations

    • CRA representation and dispute support

  • We deliver accurate, reliable financial reporting tailored to the needs of owner-managed businesses and private enterprises. Our focus is on presenting financial information in a way that is both compliant and meaningful for business owners and stakeholders. Services include:

    • Year-end financial statements (Compilation)

    • Monthly, quarterly, or annual bookkeeping

  • We act as a trusted advisor to business owners navigating growth, complexity, and change. Our advisory work is practical, collaborative, and focused on outcomes. Services include:

    • Business structuring and restructuring

    • Cash flow and profitability analysis

    • Scenario modelling and strategic planning

    • Financing and lender support

    • Succession planning

  • For clients requiring senior-level financial insight without a full-time Controller or CFO, we provide tailored fractional Controller or CFO services. This service is well-suited for growing businesses, professional corporations, and entrepreneurial groups seeking experienced financial leadership. Services include:

    • Strategic financial oversight and reporting

    • Budgeting, forecasting, and KPI development

    • Cash flow management and planning

    • Board, investor, and lender reporting

    • Ongoing strategic and accountability support

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

Who We Work With

    • Professional corporations

    • Real estate and development

    • Manufacturing

    • Logistics and transportation

    • Technology and emerging-growth companies

    • Holding/investment companies

    • Owner-managed and family-owned businesses

    Our services scale as our clients evolve — from foundational compliance to advanced advisory and planning.

Our Process

Initial Consultation

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

Onboarding & Collaboration

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Service & Delivery

Every project is different. We stay flexible and responsive to ensure every client receives quality service and timely delivery.

Ongoing Management & Proactive Advice

When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort. We go the extra mile with regular check-ins and proactive advice as you grow.

  • "Creative, reliable, and trustworthy. Oakstone has allowed us to focus on our business while they handle all of the financial insights we need."

    - Supply Link Corporation

  • "Oakstone has been an excellent partner for our SaaS business. They’re knowledgeable, efficient, and easy to work with. Their guidance has given us clarity and confidence in our financials, allowing us to focus on growth."

    - Sandman Media Inc.

  • "A professional team that delivers on their promises."

    - Lucky Chahal Personal Real Estate Corporation