Beyond the Bottom Line

Helping You Reach Your Personal &

Business Goals

Our commitment to our clients is to go 'Beyond the bottom line.' Any accountant can prepare financial statements and tax returns. For us, this is just the starting point of our dedication to our clients. We go beyond the preparation of these reports to determine how this information affects their business and personal lives. We analyze the financial information to improve their business operations and help them achieve their personal objectives effectively and efficiently through consulting, tax planning and system analysis.

What's in it for you?

Our main focus is our clients. 

We love to work with self-employed businesses, owner-manager businesses, start-up companies, established companies, with professionals and partnerships. Not only do we have a lot of experience with these types of businesses, but we can identify with the challenges you see day in and day out.

We focus on our service to you, our customer. You are the reason we are in business.

Our experienced team works with you to address your current needs and plan for your future needs. We grow with you, offering tailored services to define and meet your objectives. You get the benefits of experience, timeliness and our undivided attention.

It pays to have a professional to do certain things and not all tax preparers are created equal. There are many “tax specialists” out there who profess they can provide you with all the services you need at a bargain basement price. The reality is, as is often the case in life, you get what you pay for.

We ensure that you will be informed of any new changes to the tax rules, and provide you with up-to-date advice catered to your specific needs.

About us


Photo of Jay Granatstein

Jay J Granatstein, CPA, CA

The Team that cares

Working with business owners and professionals, Jay gets into the business and gives direction and advice as if the business was his own. Offering solid advice and utilizing a vast network of professional contacts, Jay works with entrepreneurs and small and medium business owners to ensure they have the financial groundwork in place to run their business to its utmost potential.

Photo of Jodi Sargent
JodiE Sargent
the team that cares

Jodie has been in the accounting profession for the past 14 years and is currently pursuing her CPA designation. Prior to working as an accountant, she attended McGill University where she graduated with a Bachelor of Music Performance. In her spare time, Jodie enjoys scuba diving, hiking and spending time with her husband and two sons.


Sandy Lui

the team that cares

Sandy is currently pursuing her CGA designation and is currently in the 4th level of the program. Sandy brings with her more than thirteen years of experience working in Chartered Professional Accountant's offices.

Services on Offer
  • Assurance & Financial Reporting – talk about compilations, audits, reviews…
  • Estate and Trust Planning – estates and wills, trust returns, deceased final tax return…
  • Succession Planning
  • Tax Services – corporate reorganizations, tax consulting and optimization, CRA audits and appeals, voluntary disclosures…
  • Bookkeeping, monthly government filing...
Work with Us

 Change is hard. 

We strive towards making the transition from an existing accountant as painless as possible. Alternatively, if you are seeking out an accountant for the first time we can show you how we can make a difference to your personal and or business life.
We are extremely proactive. Rather than waiting for you to present us with a problem, we make a point to foresee potential issues our clients may encounter. Then we work with our clients to best plan for these issues.


Often, it is not what we say about our work that matters, it is what our customers say.