A Comprehensive Range of Accounting & Tax Services for Financial Businesses

At Accounting Plus, we have earnt a reputation amongst Financial Businesses as industry specialists. We understand in detail, your accounting and tax needs.

Tax Issues for FInancial Businesses

Operations for Financial Businesses

Insurance broker, day trader, mortgage broker, investment advisor, digital currency investor – Can only be operated as a sole proprietorship. Can consider operating a management corporation alongside the financial business. Ask us.

Business Deductions for Financial Businesses
  • Home office and office expenses
  • Automobile expenses
  • Memberships and Professional Fees
  • Referral Fees
  • Professional Insurance
  • Courses – You can include your tuition expense as a tuition credit on your personal tax return (Schedule 11, to be more specific). or you can include your tuition expense as an actual Expense on your personal tax return (T2125) – ask us.
  • Software and licences
  • Gift and meals to clients
  • Events and conferences
  • Marketing
  • Accounting

Operations are HST Exempt. Digital currency investor: report income correctly, capital gain or business income – ask us

Accounting Issues for Financial Businesses

Use a Cloud-based Accounting System, ask us about your options.

Set up a proper chart of accounts to fit your operations.

Use mobile apps to track mileage for business.

& Business Services

Accounting Plus Testimonials

Accounting Plus Testimonials

Xero Online Gold Partner

Xero Online Accounting Software

Operate more efficiently and have more time to focus on your business. 
Find out why over 300,000 people worldwide have moved to Xero’s online accounting solution.

Xero Online Accounting Software

Xero Key Features

  • Invoicing Made Easy
    Not only can you create professional recurring invoices in Xero, you can also keep track of when they are opened.
  • Value For Money
    Xero reduces your upfront business costs with free upgrades and access for an unlimited number of users all at an affordable monthly fee.
  • At-A-Glance Dashboard

    With just one click, you can see your bank balance, invoices, bills and expense claims, without having to log onto various websites.
  • Automatic Bank Reconciliation
    Xero imports and categorizes you latest bank, PayPal and credit card transactions so reconciliation is just one click away.

Trusted Accountancy For Over Two Decades

  • The Accounting Plus is our medical business' financial company which provides us with accounting, financial planning, and tax planning services. The w... Read More
  • I've been working with Peter Edrey and his people at Accounting Plus for about 18 years. Just like any relationship, things are not perfect 100% of th... Read More
  • Cannot say enough good things about Peter and his team. Knowledgable, efficient and responsible are just some of the adjectives to describe them!!
  • I am working with accounting plus since 1996, when it was a one man office ( Peter ). Well I have only good words to express my satisfaction from the... Read More
  • Business returns always done professionally with attention to detail. Keep up the good work

Start Growing Your Business Today

Speak with one of our accounting and tax specialists and discover how we can help grow your business.