Financial Businesses

Discover the benefits of a bespoke accounting solutions that helps you grow your business.

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

Are you an Insurance broker, day trader, mortgage broker, investment advisor, or digital currency investor? If you’re interested in investing as a sole proprietorship and operating a management corporation alongside your financial business, our tax services for financial businesses in Canada can help you get the answers you need.

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.

Accounting & 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 team at Accounting Plus Financial has been amazing! We are a very long-time client of theirs and they are always going above and beyond to help us... Read More
  • Despite having some unique accounting needs, the team at Accounting Plus has consistently delivered excellent, professional service and at a very reas... Read More
  • So easy to deal with. always prompt. Great service. no complaints !
  • I’ve been doing my accounting with Accounting Plus for the last 20 years and have to say they are the best. I know that my numbers are right because... Read More
  • Peter Edrey and accounting plus has been such a positive experience for my taxes and accounting needs. Being new to business ownership 2 yrs ago, I s... Read More

Start Growing Your Business Today

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