top of page


Time to incorporate? We set you up the right way from day one. Our all-inclusive package has you covered every step of the way
Not sure if incorporation is right for you?
Book a 60 minute assessment to find out


Phase 1: Discovery

We take an in-depth look at your business, its financial cycles, any existing financial management process and take into consideration your family's, tax and financial profile, vision and objectives

Phase 2: Structuring

Based on our analysis we provide recommendations for corporate structure and attributes to optimize for tax planning. We work with our legal partners to provide you with tailored counsel.

Phase 3: Formation

We take care of your complete legal incorporation, filing and documentation - provided by a qualified commercial lawyer.

Phase 4: Tax Registration

We obtain tax numbers and accounts, assistance with closing pre-incorporation registrations, filing any required tax elections, setup of online access to tax accounts

Phase 5: System Upgrade

We provide you with a detailed overview of recommended updates to the existing financial management systems, including process descriptions and tool recommendations

Banking & bill payments

Customer invoicing & receipts

Cash flow monitoring, forecasting and management

Document collection, processing and retention

Tax and compliance: filing and remittance

Expense tracking and control

Profitability and KPI monitoring 

Bookkeeping and internal reporting



Fill out the form below and we will be in touch with next steps

Thank you for submitting. We will be in touch shortly.
bottom of page