Expert Services for Peak Performance

From startup bookkeeping to enterprise tax strategy — Key Metrics Accounting delivers precision, insight, and measurable savings across every financial discipline.

Tailored Solutions for Every Financial Need

Whether you're a startup building financial foundations, a growing SME navigating complexity, or a high-net-worth individual planning for legacy — Key Metrics Accounting delivers precision, speed, and peace of mind.

Our 40+ certified professionals bring specialized knowledge across technology, real estate, healthcare, manufacturing, professional services, and non-profits. We don't believe in templates — every engagement starts with a deep understanding of your unique goals and the Canadian tax landscape.

Start with a Free Consultation
Key Metrics Accounting professionals reviewing financial strategy

Everything You Need to Win Financially

Each service is delivered by dedicated specialists with deep domain expertise and a relentless focus on measurable outcomes.

Tax Strategy & Planning

Proactive year-round strategies that legally minimize your CRA liability while keeping you fully compliant.

  • Personal and corporate income tax planning
  • RRSP, TFSA, and retirement optimization
  • Corporate restructuring for tax efficiency
  • Capital gains and loss harvesting strategies
  • Multi-provincial tax compliance
  • HST/GST registration and filing
  • R&D tax credit (SR&ED) identification
  • Quarterly installment management
Starting From
$299 / month
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Corporate Tax Filing

Accurate, on-time T2 corporate returns with maximum deductions and full CRA compliance — every year.

  • T2 corporate income tax return preparation
  • CCPC small business deduction optimization
  • Inter-company transactions and transfer pricing
  • Scientific Research & Experimental Development
  • Capital cost allowance (CCA) schedules
  • Associated corporation analysis
  • Tax provision and deferred tax calculations
  • Post-filing CRA correspondence handling
Starting From
$799 / return
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Personal Tax Return

Comprehensive T1 preparation that captures every eligible deduction and credit, maximizing your refund.

  • T1 general income tax return preparation
  • Investment income and capital gains reporting
  • Rental property income and expense tracking
  • Self-employment income (T2125) preparation
  • Foreign income and asset disclosure (T1135)
  • Medical, charitable, and moving expense claims
  • Prior year adjustments and RRSP optimization
  • Spousal income-splitting strategies
Starting From
$199 / return
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Bookkeeping & Reporting

Real-time, immaculate books that give you crystal-clear visibility into your business performance at all times.

  • Daily transaction categorization and reconciliation
  • Accounts payable and receivable management
  • Monthly P&L and balance sheet preparation
  • Bank and credit card reconciliation
  • Inventory accounting and COGS tracking
  • QuickBooks Online / Xero cloud setup
  • Fixed asset schedules and amortization
  • HST/GST tracking and filing preparation
Starting From
$199 / month
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Payroll Services

End-to-end payroll processing with guaranteed accuracy, timely CRA remittances, and zero compliance risk.

  • Weekly, bi-weekly, and semi-monthly payroll runs
  • Direct deposit and pay stub management
  • CRA payroll tax remittances (CPP, EI, income tax)
  • T4 and T4A slip preparation and filing
  • Multi-province payroll support
  • Benefits integration (group health, RRSP matching)
  • ROE (Record of Employment) preparation
  • Employee self-service portal setup
Starting From
$149 / month
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Business Advisory

Strategic financial and operational guidance to help your business overcome challenges, seize opportunities, and scale profitably.

  • Fractional CFO and Controller-as-a-Service
  • Business valuation and exit planning
  • Mergers, acquisitions & succession planning
  • Strategic financial modeling and forecasting
  • Cash flow optimization and working capital
  • Corporate structure optimization (CCPC, holdco)
  • Industry benchmarking and KPI dashboards
  • Board-level financial reporting packages
Starting From
$750 / month
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CRA Audit & Representation

Expert CRA audit defense and resolution — we handle all communications so you can focus on your business, not the taxman.

  • CRA audit response strategy and management
  • T2 and T1 reassessment appeals
  • Voluntary Disclosure Program (VDP) submissions
  • Taxpayer relief applications
  • Tax debt negotiation and payment arrangements
  • CRA collections defense
  • GST/HST audit representation
  • Objections and Tax Court support
Starting From
$1,200 / engagement
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Wealth Management

Holistic personal and corporate wealth planning that aligns every financial decision with your long-term vision and legacy goals.

  • Comprehensive financial plan development
  • RRSP, TFSA, and RESP optimization
  • Investment portfolio review and asset allocation
  • Life insurance and risk management analysis
  • Family trust and income-splitting strategies
  • Estate planning coordination with legal counsel
  • Charitable giving and donor-advised structures
  • Annual plan reviews and strategy updates
Starting From
$399 / month
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Estate & Succession Planning

Protect your legacy and ensure a seamless transfer of wealth and business ownership with a tax-efficient succession strategy.

  • Business succession and buy-sell agreement review
  • Post-mortem tax planning and terminal returns
  • Holding company and estate freeze structures
  • Capital gains exemption (LCGE) planning
  • Trust creation and administration
  • Beneficiary designation optimization
  • Intergenerational wealth transfer strategies
  • Executor support and estate accounting
Starting From
$1,500 / engagement
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Our Simple 4-Step Process

Getting started is easy. We make onboarding smooth and ensure you see value from day one.

Free Consultation

Schedule a no-obligation discovery call. We learn your goals, challenges, and current financial situation in detail.

Custom Proposal

We deliver a tailored service proposal with a clear scope, timeline, and fully transparent pricing — no hidden fees, ever.

Seamless Onboarding

Your dedicated account manager handles data migration, system integration, and setup with zero disruption to operations.

Ongoing Partnership

Regular check-ins, proactive advice, and real-time reporting keep you informed and ahead of every financial challenge.

Frequently Asked Questions

Everything you need to know about working with Key Metrics Accounting. Can't find your answer? Reach out directly.

Our streamlined onboarding typically takes 5–10 business days from signing your engagement letter. Your dedicated account manager handles data collection, system setup, and integration with your existing tools. For complex engagements involving accounting system migrations or audit preparation, timelines may extend to 3–4 weeks. We prioritize a smooth transition with minimal disruption to your day-to-day operations.

We work across a wide range of industries with particular depth in real estate, technology (SaaS), healthcare, construction, manufacturing, professional services (law, medicine), e-commerce, and non-profits. We also serve high-net-worth individuals and family enterprises. Our industry-specific knowledge means we understand your unique CRA compliance requirements, benchmark metrics, and growth drivers.

We work with all major platforms including QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, FreshBooks, and Wave. Our team holds QuickBooks ProAdvisor and Xero Certified Partner designations. If you're on a legacy system, we advise on migration and integration. We also integrate with payroll providers like Wagepoint, Gusto, ADP, and Ceridian.

We believe in complete transparency. Most ongoing services are billed as fixed monthly retainers — you always know exactly what you're paying. Project-based work (returns, valuations, audits) is quoted upfront with a flat fee. There are never surprise charges. If your business grows significantly and scope changes, we have an honest conversation before adjusting your invoice — not after.

Absolutely — CRA audit representation is one of our strongest specialties. If you receive an audit or review notice, contact us immediately. We'll assess the notice, build your response strategy, compile documentation, and represent you through the entire process. Our track record is excellent: the vast majority of our clients' audits close with no additional tax owing.

Client confidentiality is a cornerstone of our practice, protected by CPA Canada ethics rules and our rigorous internal security protocols. All data is encrypted in transit and at rest with AES-256. We use multi-factor authentication, conduct annual security audits, and hold SOC 2 Type II certification. All staff sign comprehensive NDAs. We will never share your information with any third party without your explicit written consent.

Yes — we have a dedicated startup practice. We help early-stage companies with entity formation and structure optimization, bookkeeping and investor-ready financial statements, burn rate analysis, SRED (SR&ED) tax credits, and due diligence preparation. We understand that startups have unique needs and cash constraints, so we offer special startup pricing packages designed for maximum value at every growth stage.

Not Sure Which Service You Need?

Book a free 30-minute strategy call. No obligation — just clear, expert guidance on your next best financial move.

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