Services

At SMR CPA, we provide expert accounting, tax, and business advisory services to help businesses and individuals achieve financial success.

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Explore Our Professional Accounting Services Customized to Your Needs Struggling to find the time and expertise to manage your

Streamline Your Accounting with Professional Bookkeeping Solutions At SMR CPA, our experienced bookkeeping team knows that small business owners

Our clients get cloud-based accounting that organizes financial data that is up to date and can be instantly accessed.

That gap is exactly what a controller fills, and it is the space that SMR CPA’s virtual controllership services

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Streamline Your Payroll with our Expert Finance Solutions in Canada Managing payroll compliance requires a delicate balance of details.

Partnering for Your Business Success with SMR CPA At SMR CPA, we’re in the business of lifting your finances.

Corporate Tax Solutions Simplified with Customized Planning & Compliance Managing corporate taxes shouldn’t distract you from growing your business.

At Smrcpa, we help growing businesses convert complex numbers into a clear direction. Our fractional CFO services bring senior

Corporate Tax Solutions Simplified with Customized Planning & Compliance Managing corporate taxes shouldn’t distract you from growing your business.

At Smrcpa, we help growing businesses convert complex numbers into a clear direction. Our fractional CFO services bring senior

Simplify Tax Season With Professional Personal Tax Filing Services Managing your taxes shouldn’t be stressful. At SMR CPA, we

M&A Advisory Services

1. Sell-Side Advisory (Exit Planning)

Selling your business is more than putting a price tag on a building or product line, it’s about packaging years of hard work to achieve maximum enterprise value.

Pre-Sale Value Enhancement:

Identifying operational and financial drivers to boost valuation 12–24 months before hitting the market.

Sell-Side Due Diligence:

Quality of Earnings reports that eliminate surprises before a buyer finds them.

Preparing Companies for Sale:

Executing pre-sale corporate reorgs under Sec. 85, 86, 51 and tax purification to maximize tax savings.

Tax-Optimized Deal Structuring:

Leveraging lifetime capital gains exemptions (LCGE), asset vs. share sale strategies, and holding company structures to keep more money in your pocket.

Passing on the Business to Next Generation:

Succussion planning, estate freeze, and family trusts formation.

Sell Side Advisory
Buy Side Advisory

2. Buy-Side Advisory (Strategic Acquisitions & Expansion)

Growing through acquisition is one of the fastest ways to scale, but overpaying or missing hidden liabilities can be costly.

Target Identification & Screening:

Finding alignment with your core strategy and growth trajectory.

Financial & Tax Due Diligence:

Uncovering unreported liabilities, normalized EBITDA, working capital requirements, and historical financial accuracy.

Business Valuation:

Establishing a fair market range so you never overpay.

Post-Merger Integration Planning:

Ensuring day-one financial continuity, payroll alignment, and reporting stability.

How to Get Started?

To be an effective partner, we need to know you and your goals

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Initial Meeting

It helps us to get to know each other and ascertain whether our service will be of benefit for you.

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If you Decide to Proceed...

We set up a second meeting. which is the start of the planning process...