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Schedule a Consultation

Services

Our Services

Everything Your Business Needs, Under One Roof.

From daily bookkeeping to multi-generational estate planning — our seven core services cover every financial dimension of your business and personal wealth.

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Business Advisory

Running a business means making high-stakes decisions every day — about structure, growth, cash flow, and profitability. At Adapt, our Business Advisory service gives you a strategic partner who understands the financial levers of your business and helps you pull them at the right time. Whether you're evaluating a new market, restructuring for tax efficiency, preparing for investment, or simply looking to improve your margins, our advisors bring clarity to complexity.

Key Benefits:

  • Corporate structure optimization for tax efficiency
  • Financial performance reviews and benchmarking
  • Cash flow forecasting and planning
  • Business plan development and financial modelling
  • Growth strategy and profitability analysis
  • Risk assessment and mitigation planning
  • Preparation for financing or investment
  • Merger, acquisition, and valuation advisory
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Accounting

Good accounting is the foundation of every sound business decision. We go beyond compliance — preparing financial statements that are not only accurate and CRA-compliant but genuinely useful for understanding your business performance and planning your next move. Our accounting team manages everything from monthly closes to year-end reporting, ensuring your records are clean, current, and ready for any stakeholder — whether that's the CRA, a bank, or a potential investor.

Key Benefits:

  • Monthly and quarterly financial statements
  • Accounts payable and receivable management
  • Bank reconciliation and general ledger maintenance
  • Year-end financial reporting and closing
  • Management reporting and KPI dashboards
  • CRA audit support and representation
  • Financial ratios and performance analysis
  • Payroll accounting integration
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Bookkeeping

Disorganized books create tax problems, cash flow blind spots, and stress. Our bookkeeping service eliminates all of that. We take over the daily and monthly financial record-keeping for your business, maintaining clean, categorized, and reconciled books using industry-leading tools. You'll always know exactly where your business stands — and at year-end, there are no scrambles, no surprises, and no missed deductions.

Key Benefits:

  • Monthly transaction recording and categorization
  • Bank and credit card reconciliation
  • HST/GST tracking and filing preparation
  • Expense management and reporting
  • Invoicing and accounts receivable tracking
  • Cloud bookkeeping via QuickBooks, Xero, or Sage
  • Real-time financial dashboards
  • Payroll recording and integration
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Corporate Taxation

Canadian corporate tax law is complex, ever-changing, and unforgiving of errors. Our corporate taxation team stays ahead of legislative changes to ensure your business is always in full compliance — while legally minimizing your tax liability through proactive planning. We work with Canadian corporations, professional corporations, holding companies, and multi-entity structures to optimize tax outcomes across the business and for the business owner personally.

Key Benefits:

  • T2 corporate income tax return preparation and filing
  • Year-round proactive tax planning
  • Owner-manager compensation strategy
  • Dividend vs. salary optimization
  • Small Business Deduction planning
  • HST/GST registration, filing, and recovery
  • Tax-loss harvesting and deferral strategies
  • CRA correspondence and audit representation
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Succession Planning

Many business owners spend decades building their companies but give little thought to what happens when they're ready to step back. Succession planning is not a last-minute exercise — it's a multi-year strategy that requires careful financial, legal, and operational preparation. Our succession planning advisors work with you well in advance to structure a transition that maximizes the value you receive, minimizes tax on the transfer, and ensures business continuity for employees, clients, and stakeholders.

Key Benefits:

  • Business valuation and readiness assessment
  • Family succession strategy and structure
  • Management buyout (MBO) planning
  • Third-party sale preparation and positioning
  • Capital Gains Exemption optimization
  • Estate Freeze and restructuring strategies
  • Tax-efficient ownership transfer structuring
  • Transition timeline and milestones planning
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Trust & Estate Planning

Effective estate planning goes beyond writing a will. It involves structuring your assets — business interests, investments, real estate, and personal wealth — in a way that transfers efficiently and with minimal tax exposure to your heirs and beneficiaries. Our trust and estate practice works closely with your legal counsel to design and implement comprehensive estate plans that align with your wishes, protect your legacy, and reduce the financial burden on those who follow.

Key Benefits:

  • Family trust establishment and administration
  • Testamentary trust planning
  • Spousal trust structures for tax efficiency
  • Deemed disposition and estate tax planning
  • Post-mortem tax planning and filing
  • Charitable giving and philanthropic structuring
  • Beneficiary designation strategies
  • Inter-vivos trust planning for income splitting
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Family Business Consulting

Family businesses face a unique set of challenges where business strategy, personal relationships, and financial planning all intersect. Adapt's family business consulting practice is designed for those who need advice that accounts for both the business imperative and the family dynamic — with complete professionalism, sensitivity, and financial rigor.

Key Benefits:

  • Family governance structure and shareholder agreements
  • Compensation planning for family members
  • Income splitting and family tax planning
  • Conflict resolution frameworks (financial)
  • Generational wealth transfer planning
  • Family council and board advisory
  • Business and personal wealth integration
  • Growth and exit planning for family-owned firms