The following has some redacted text due to NDA

Our journey as a leading company in the industry began as an independent practice started by [REDACTED], with two foundational tenets kept in mind: trust and family. The goal was a firm where he could grow exponentially, not only to support his personal motivations, but to support his growing family’s needs. Other firms lack the individualism that [REDACTED] offers, and leave little room for professional growth, let alone personal growth. Our firm strives to uplift each team member, treating each individual as our family, and acknowledging and encouraging their successes. [REDACTED] emphasizes, “we trust our employees, and wish to reward them for their hard work and dedication, and encourage them to pursue their goals with limitless growth.” With these core aspects at the heart of our practice, the firm grew to include like-minded people, who all strive to build lasting relationships based on mutual clarity and respect.

Our team is composed of a multitude of professional backgrounds and personal motivations, but we all find a common ground in our love for accounting. The reason for choosing this industry varies from each team member, but we can all agree that this vocation provides satisfaction and fulfillment in our professional lives. This profession grants us a way to help our close friends and family with their personal finances and business affairs, allowing us to be partners in their success.

Some of us have come from families with small businesses, and witnessed first hand how integral the role of an Accountant is in its success, like our Partner, [REDACTED]. As he puts it, “we become involved in so many facets of their decision making process. As those relationships build, you start to realize that the numbers are just a starting point. The rewarding part of what we do is the advice that we are able to provide to business owners based on our understanding and experience. Assisting business owners to solve their problems and achieve their goals is the most enjoyable part of what we do.”

Through [REDACTED], we are able to extend our expertise to a large scale clientele, offering an even larger sense of purpose and satisfaction as we give back to our community. Accounting allows us a responsibility in our community’s development that no other industry can offer, something our Partner, [REDACTED], was drawn to. As he puts it, “we are trusted by a multitude of other professionals, including bankers, lawyers, and business owners for our high quality financial statements, our financial advice, our quick response time, and our high quality service.”

These sentiments of relationships and community trust are echoed by another Partner, [REDACTED]. Our advice helps to influence our communities for the better, but further than that, we become recognized as friends. As he states, “clients come to us first, before any other advisor to get an opinion, even an answer before taking their next steps. Further, with that trust, the best part has been the relationships, friends becoming clients, and clients become friends. To see the next generation of accountants coming through, some of them being influenced by me, the same way [REDACTED] influenced me when I was deciding on a career, has been very rewarding.” Our reputation as an accounting firm precedes us as individuals, and our goal is to create a long-lasting impact on our communities.

This industry also has the room for both personal and professional growth, allowing for many opportunities in both sectors. We strive to set these opportunities up for each other, and encourage our team to meet the goals they set for themselves. This uplifting family environment was something that our Partner, [REDACTED], cited as her reason for choosing [REDACTED]. She affirms that, “I went from having bosses who didn’t say much or engage with the younger staff to [REDACTED] who gave appreciation and autonomy to my work, and was in direct contact with clients who appreciated the support we gave them. I liked that I could make suggestions and execute them to improve the firm. I liked the improvement and growth while also seeing the appreciation back.” We are more than just a firm; we are a family, and these foundational reasons for choosing our vocation are something we all share.

Furthermore, accounting is a profession that will always be needed in our world. It offers core knowledge to unlock financial success for those around us, but also ourselves. This allows for better opportunities for ourselves and our families, taking monetary stressors off our shoulders so we can instead put our energy into accomplishing personal goals. As our Partner, [REDACTED], states, “I couldn’t cite too many other professions that would have such daily application in my own life, let alone being able to assist so many other people so easily with these skills that are first nature to me now. So long as there is money or taxes in the economy, I will always have employment and reliable income, while also being able to assist others in navigating their way through our ever growing and complex world.” Our Partner, [REDACTED], continues this sentiment, “it’s a very diverse career path that will forever be in demand. I have always been drawn to problem solving and the ability to participate in decision making to improve businesses and people’s lives.” Our industry is constantly growing and changing, and [REDACTED] grows with it. Accounting will always be a profession that people rely on, and we will always be there to exceed their expectations.

[REDACTED] is a progressive firm of over 50 team members and 7 partners based in [REDACTED], but our expertise spans past the [REDACTED] Region, with thousands of personal and corporate clients across Southern Ontario that trust our financial expertise and experience. With our consistent 20%+ yearly growth, we strive to provide optimism & clarity to our clients, warning their trust with reliable information and sound advice, all while keeping their best interests in mind. With this strong foundation, we take the time to not only understand our client's unique needs and goals, but our employees’ as well. We pride ourselves on creating positive impacts on both ourselves, our clients, and their families for generations to come.

Our success directly correlates with our clients, and with our 25 years of experience, they trust we have the tools to empower informed financial decisions that will help them achieve their long-term goals. This trust is fundamental to our growth. Our firm grew to its size solely through word of mouth for over two decades, with no marketing aside from the trust of our clients. We are recognized for our client-oriented business strategies, and they trust in the services we provide. Our relationships with our clients is our recipe for success.

With our years of experience and expertise, we have the internal support to not just grow by necessity, but to grow by design. We have reached a comfortable and efficient niche through our Departments and our Committees, allowing us the freedom to take on $5M in annual revenue without sacrificing the individual attention and guidance each client deserves. We pride ourselves on our ability to adapt to changing circumstances and think creatively for both ourselves and our clients. Through the focus of our Departments, and the support from our Committees, we are constantly innovating our practice in pursuit of our clients and our firm’s partnered successes.

As we grow as a company, this vision strives to act as our guiding light, setting us up for a clear course to our success. Our team provides us with the map to this success; through our Departments and Committees, we are able to answer the who, what, where, and how of our business. This vision is our Why.

After multiple brainstorming sessions with our team, we have determined our Core Guiding Principles. These points are the glue that keep our team united towards our shared goals:

Vision: Being the first point of contact while navigating the path to success.

Mission: Beyond the Numbers. Providing exceptional services with dedication and passion as we guide and inspire people, businesses, and community.

RELIABLE: Fulfilling commitments with integrity.

RESPECT: Honouring opinions and needs with professionalism.

TRUST: Strengthening relationships with open and honest communication.

The vision starts with one word: Trust.

At [REDACTED], everything we do revolves around Optimism & Clarity, which creates TRUST:

Trust from our team members that expectations are clear, and they are supported

Trust in our team members that they can work from home or plug and play at the office

Trust from our clients in our optimism and clarity for regulatory and proactive filing

Trust from our colleagues and professional relationships that we are trusted advisors

Trust from our community that we are optimistic and reputable supporters

[REDACTED] has a 20% yearly growth index, allowing us to enter 2026 with 80 team members and 10 partners, with over 3,000 corporate and 8,000 personal clients totaling $9M in revenues. We are a leading, very esteemed [REDACTED] Accounting Firm, monopolizing most sectors of business in Southern Ontario. The following Departments are essential to how we provide optimism & clarity to both our clients and to each other, contributing a vital role to fortifying trust and keeping our family environment. Each individual has chosen [REDACTED] because it is our vocation to provide value to the community, and we realize we have limitless financial potential. These Departments allow each person to specialize and optimize their interests and expertise in the field of their choosing. With our Departments proactively engaging in their “mini business plan,” they can chart their path to success, share their visions with the team, and call in the support of our Committees in meeting their goals. United harmony in our team allows us to focus on [REDACTED]’s continued impressive reputation and future.

This licensing is the differentiating component for a Public Accounting firm. It entitles us to prepare audit and review engagement reports. This allows us to secure the maximum number of co-op students. The current team within our Assurance & Advisory Department is our primary focus, and we extend that focus to our co-op students knowing they are our future lifeline. We are forward thinking and looking to have [REDACTED] specialize in chosen business industries and professional sectors within [REDACTED]. This department is proactive seeking new clients in these sectors, not reactive in their current compliance capacity. This Department keeps us close with our clients through continued interaction and empathy through our compliance work, allowing us to “get inside our clients’ heads,” so we can aid them to the best of our ability.

Our [REDACTED] hours in 2023 generates $[REDACTED].

Our [REDACTED] hours in 2024 generates $[REDACTED].

Our [REDACTED] hours in 2025 generates $[REDACTED].

Moving our bookkeeping services and storage to the Cloud has made us innovative, adaptable, and accessible for our clients. This level of service and transparency has fortified another layer of trust between [REDACTED]’s bookkeeper and client. We provide timely and accurate financial data so that useful decisions can be made. This allows us to be engaging with our current accounting clients, and marketing our Cloud services to new ones. It also allows for the standardization in our work processes, allowing for more efficiency as our software and data sharing abilities evolve and improve. We secure more monthly bookkeeping services each month.

Our [REDACTED] hours in 2023 generates $[REDACTED].

Our [REDACTED] hours in 2024 generates $[REDACTED].

Our [REDACTED] hours in 2025 generates $[REDACTED].

Our Tax Department is the welcome door into our Firm. We are the first impression for most of our clients, protecting their time and money. This is the reason that our clients refer their friends and family, whether for corporate taxes or personal finances, to us. We gain their trust by taking the formality and frustration out of taxes and turning it into a friendly, easy and comprehensible experience for our clients. We help save their money with our financial expertise, and save their time by responding to governmental inquiries so they don’t have to.

Our [REDACTED] hours in 2023 generates $[REDACTED].

Our [REDACTED] hours in 2024 generates $[REDACTED].

Our [REDACTED] hours in 2025 generates $[REDACTED].

Our Special Projects Department has proactively positioned [REDACTED] to be the first call people make when they have any financial concerns. Our focus is communication and timing, relying on standardization for the most efficient turnaround. As our business grows, additional needs arise. For some, we have developed great outsourcing solutions that we know we can trust. For others, we have developed great internal solutions. We are the Trusted Advisor in the following specialties and more business solutions that we are innovating:

Internally, we work on

Valuations

Estate Planning

Estate Freezes

Purchase & Sale of Business

Refinancing

Externally, we have reliable partnerships for:

Human Resources

IT

Social Media

Trustee

Legal

Real Estate

We see the challenges our clients experience and we proactively find a solution. We take that solution and make it marketable to other clients.

Our [REDACTED] hours in 2023 generates $[REDACTED].

Our [REDACTED] hours in 2024 generates $[REDACTED].

Our [REDACTED] hours in 2025 generates $[REDACTED].

Our goals are to fulfill our client’s goals through optimism & clarity. Our team consists of experts in accounting, tax planning, financial management, bookkeeping, and business consultancy; all of whom are highly skilled and dedicated. Internally, we are a family, partnered in the success of ourselves and our shared interests. Externally, we are a trusted member of our clientele’s extended family, building relationships based on mutual trust and dedication to their success.

The [REDACTED] Team as individuals are mortal, but the enterprise we create can continue indefinitely. With our foundational beliefs, we have built a solid foundation that enables endless upwards growth. We must preserve and reinforce these tenets:

Fair and equitable treatment of our [REDACTED] Team family.

Providing optimism and clarity to our [REDACTED] Client family.

Continued investment in training and technological advancement.

Keeping a family-feel atmosphere for our clients and team as our numbers grow.

Continued involvement and support within our community, focusing on initiatives that are “very close to home,” whether it be locational or sentimental.

Always making decisions that truly benefit [REDACTED], as our unity is the glue that keeps us united.

With these 6 pillars ingrained since [REDACTED]’s conception, the future for us is bright and without limitations. 100 years from now, with the periodic 3 year internal reviews, our charted success will be warranted and impressive. The future is Yours!