Client Portal

Outsourced Accounting & Finance Services

Focus on growing your business, not on record keeping and payroll filings.

As your outsourced finance department, we provide a wide variety of bookkeeping, accounting, tax and business consulting through our Outsourced Accounting and Finance services.

We bring together our experienced Team of Accounting Technicians with the latest cloud technology to provide you and your business with online solutions.

Interview & Roadmap

We need to understand your business. Your first consultation will focus on understanding your business’ goals to create a customized plan for you.

Process & Workflow

We’ll implement the right processes and workflows to ensure that you are working efficiently to save time and money.

Ready. Set. Go!

As your online accounting department, we’ll efficiently handle your bookkeeping, tax, accounting, or other financial needs.

Technology Solutions

We improve the efficiency of your business’ information with the best accounting software that suits your business needs. Anywhere, anytime, from any device, you will have a clear overview of your financial position. We can optimize your workflow by creating a customized ecosystem – your tech stack. We will pair you up with the technology solutions that work best for you.

Accounting Software

  • Dext
  • QuickBooks
  • Wagepoint

You can forget about missing files, duplicated data, and the need to back up your records. This will allow you to be in perfect sync, speed up the rate of work, and make smarter and faster decisions.

Our Services Include

Onboarding

  • Onboarding
  • Systems Set-up
  • Bookkeeping Training
  • Catch-up Bookkeeping
  • Catch-up Accounting & Tax
  • Conversion Services
  • Payroll set-up

Bookkeeping

  • Recording of sales invoices
  • Recording of expenses
  • Bank reconciliations
  • Payroll processing
  • CRA accounts reconciliation
  • HST/GST filings
  • Year-end work
  • Customized Tech Stack

Accounting

  • Financial statements
  • Corporate and personal tax returns
  • Tax planning and minimization

Part-Time CFO and Financial Services

  • Business budgeting and cashflow planning
  • Consulting meetings
  • Strategic planning
Meet the experts

David Reine,

CPA, CA

Partner
+1 (647) 476 2384

Amir Ortas,

CPA, MBA, BComm

Partner
+1 (647) 476 2133
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

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

Partner

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