Client Portal

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

Cary Selby,

CPA, CA

Senior Consultant
+1 (416) 488 9278

Howard Lerner,

CPA, CA, FCA (U.K.)

Partner
+1 (416) 488 2848

Shawn Rosenzweig,

CPA, CA

Partner and Chief Privacy Officer
+1 (416) 453 8473

David Reine,

CPA, CA

Partner
+1 (647) 476 2384

Amir Ortas,

CPA, MBA, BComm

Principal
+1 (647) 476 2133

Christeen Richards,

CPA, CA

Principal
+1 (647) 476 2410

William Wedlock,

CPA, CMA

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.

JM

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

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