What We Do

Specialized CPA services that strengthen practices, preserve wealth, and simplify financial decisions.

Services Services

Advisory Services

  • Every successful healthcare practice needs more than accurate numbers — it needs strategic financial direction. We partner with physicians, dentists, and healthcare professionals to improve profitability, strengthen cash flow, optimize business structures, and build long-term wealth through practical, forward-thinking advice.
    • Our expertise includes:
      • Icon Practice acquisitions, sales, and transitions
        • Icon Corporate structuring and tax strategies
        • Icon Practice profitability and financial performance
        • Icon Business process optimization
        • Icon Accounting software selection and implementation
        • Icon Cash flow forecasting and budgeting
        • Icon Succession and Estate planning
        • Icon Long-term business growth planning
Services Services

Accounting Intelligence

  • Strong financial management starts with accurate numbers. We help physicians, dentists, and healthcare professionals maintain organized records, receive timely financial reports, and gain the clarity needed to improve profitability, strengthen cash flow, and confidently manage their practices.
    • Our expertise includes:
      • Icon Practice accounting systems
      • Icon Monthly financial reporting
      • Icon Financial performance monitoring
      • Icon Financial statement compilation engagements
      • Icon Ongoing financial insights and support
Services Services

Tax Strategy & Compliance

  • Effective tax planning begins long before filing season. We partner with physicians, dentists, and healthcare professionals throughout the year to develop proactive tax strategies that reduce liabilities, optimize corporate structures, preserve wealth, and ensure full compliance with changing tax legislation.
    • Our expertise includes:
      • Icon Strategic tax planning and optimization
      • Icon Corporate and personal income tax preparation
      • Icon Medical Professional Corporation (MPC) tax planning
      • Icon Owner remuneration and dividend strategies
      • Icon CRA compliance and representation
      • Icon Tax-efficient business structuring
      • Icon Ongoing tax advisory and planning
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Virtual CFO Services

  • Running a successful healthcare practice requires more than accurate financial statements—it requires strategic financial leadership. Our Virtual CFO services provide physicians, dentists, and healthcare professionals with executive-level guidance to improve profitability, optimize cash flow, support expansion, and make confident business decisions without the cost of a full-time CFO.
    • Our Virtual CFO services include:
      • Icon Strategic budgeting and financial forecasting
        • Icon Cash flow and profitability optimization
        • Icon Executive KPI dashboards and performance reporting
        • Icon Practice growth and expansion planning
        • Icon Financing, banking, and investment support
        • Icon Business valuations and acquisition advisory
        • Icon Risk management and strategic decision support
Services Services

Payroll Management

  • Accurate and compliant payroll processing is essential to maintaining employee trust and meeting regulatory requirements. We provide reliable payroll solutions that are tailored to your business needs, ensuring timely payments, accurate reporting, and full compliance with applicable laws and regulations.
    • Our payroll services include, but are not limited to, the following:
      • Icon Payroll processing and administration
      • Icon Employee pay statements and payroll reports
      • Icon CRA payroll remittances and compliance
      • Icon T4 and year-end reporting
      • Icon Payroll tax filings
      • Icon Ongoing payroll support and guidance
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Estate & Succession Planning

  • Whether you're preparing for retirement, bringing in a new partner, selling your practice, or planning for the next generation, we develop customized strategies that minimize taxes, maximize wealth transfer, and ensure business continuity.
  • Whether you're preparing for retirement, bringing in a new partner, selling your practice, or planning for the next generation, we develop customized strategies that minimize taxes, maximize wealth transfer, and ensure business continuity.
    • Our expertise includes:
      • Icon Estate freezes
        • Icon Family trust planning
        • Icon Professional Corporation optimization
        • Icon Lifetime Capital Gains Exemption (LCGE) planning
        • Icon Post-mortem tax planning
        • Icon Corporate-owned life insurance strategies
        • Icon Practice succession and ownership transition
        • Icon Business continuity planning
Healthcare Professionals We Serve

Beyond accounting — strategic financial guidance for today's healthcare leaders.

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Let's Build Your Financial Strategy

A focused 30-minute consultation to uncover tax efficiencies, strengthen your corporate structure, and support long-term practice growth.