Accounting and Assurance

Information and insight to help shape the future of your business.

As a business owner, you need comfort that your books are in order and that your business is financially sound. Your bankers and business partners require the same level of assurance. At SBLR, we provide clients with the full range of ‘assurance services’ – from compilations to reviews to audits.

Reporting on historical information is only a small piece of the puzzle. The true value comes from the insight we provide, based on your financial situation, on how to make your business more efficient and more profitable.

Our Services Include
  • Reviews and compilations of financial statements
  • Corporate and personal tax returns
  • Testing and assessment of internal controls
  • Due diligence and special investigations
  • Financial projections and forecasts
  • Cash flow management and budgeting

Financial, accounting, and tax knowledge across diverse industry sectors

Our clients are a diverse collection of companies from a variety of industries. While we have a broad knowledge of the small and medium enterprise marketplace, we have expertise in several specific industries:

  • Owner Managed and Family Businesses
  • Manufacturing and Distribution
  • Retail
  • Restaurants and Food Service
  • Construction and Real Estate
  • Technology
  • Health Care
  • Professional Services
  • Clean Energy
Meet The Experts

Howard Lerner,


+1 (416) 488 2848
Partner and Chief Privacy Officer
+1 (416) 453 8473
+1 (647) 476 2384

Amir Ortas,


+1 (647) 476 2133

Christeen Richards,


+1 (647) 476 2410

William Wedlock,


Senior Manager
+1 (647) 476 2273
What Our Clients Say About Us

A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.

Mark Satov

Founder and Leader – SATOV Consultants

Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.

Maria Gagliano

Owner & Founder – Menus by Maria

I’ve been with SBLR for a number of years and have had an outstanding experience. They’ve handled all my complex corporate and trust issues, as well as my personal tax planning. The partner on my file and all the staff are incredibly knowledgeable and proactive.


Entrepreneur and Investor

The team at SBLR has become a most valuable asset to our financial management, providing expert guidance and ensuring that our personal and business financial affairs are in good hands.

SBLR is to accounting what Michael Jordan is to basketball.

Bram Goldstein

President - BIG HQ

I find that the relationship with SBLR is one where they truly put the client’s needs first. It is a rapid-response team that provides sound advice, knowledge and experience. Couldn’t be happier.

Jeff Sackman

Co-Founder - Quiver Distribution

We have been working with SBLR for many years now, and it has been an absolute pleasure. Not only did they help with our tax planning to save money on taxes, but they are also always available to provide support and guidance. Highly recommended!

Gary Freedman

President - Hyde Park Homes

We have used SBLR’s full complement of services since 2017. We own +15 companies that are based in southern ON. Our portfolio of companies is in the manufacturing, distribution and B2B services sectors. Since day one, Shawn, Christeen, Frank and the rest of the SBLR team have been outstanding in their accounting, assurance, corporate & personal tax and business strategy work/advice. Shawn and his team are experienced, knowledgeable, responsive and extremely thorough in all the work they have done for us. For small to medium-sized companies looking for outstanding service, I highly recommend SBLR.

Roman Kocur

Managing Partner - Massey Capital

The team at SBLR continues to make our complex array of international companies, property, and family responsibilities simple to manage and tax-efficient each and every year. Rich with advice, help, and solutions, they are one of our most valued and trusted partners.

Mark Bowden & Tracey Thomson

Founding Partners - TRUTHPLANE

I have been working with my team at SBLR for over 10 years, and have come to rely on them entirely for managing my finances and all tax matters. Their level of servicing is always exceptional, and they are critical to helping my business run efficiently.

Mark Rasile



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