We help you make better financial decisions through practical accounting, proactive tax strategy, and long-term business advisory — across both sides of the border.
Most firms focus on filing returns. We focus on the decisions behind them — helping you understand your numbers, plan ahead, and build lasting value in your business.
A full range of accounting and advisory services, grounded in legislation and professional judgment.
Clear, accurate financial information that supports better business decisions — not just statements you file away.
Proactive Canadian and US tax planning grounded in legislation, designed to support a long-term strategy.
Helping entrepreneurs improve profitability, cash flow, and long-term performance — quarter after quarter.
Coordinated guidance for businesses and individuals operating across Canada and the United States.
Building, protecting, and transferring wealth through thoughtful, long-term planning for owners.
Corporate and personal filings, payroll, and regulatory obligations handled accurately and on time.
We make switching straightforward. Most clients are fully onboarded within five business days.
We learn your business, goals, and current challenges. No pressure — just clarity on fit.
Within 24 hours you receive a tailored plan and transparent pricing — no hidden fees.
We connect your accounts, migrate your records, and set up reporting. You don't lift a finger.
Regular reviews, proactive alerts, and strategic advice throughout the year.
Plain explanations that make complex topics understandable.
Advice grounded in legislation and professional judgment.
Looking beyond compliance to support long-term success.
Empowering business owners through knowledge.
Helping owners build businesses that create lasting value.
Practical, plain-language articles grounded in official guidance — published regularly.
Forty-three plain-language guides across five collections — building a business, shareholders & families, registered plans, Canada–U.S. tax, and running a better business. Each ends with the questions to ask and the official references to check.
Numera was founded out of a straightforward frustration: too many business owners are handed off to junior staff, given generic advice, and left confused at tax time.
The firm offers something different — senior-level attention on every file, proactive strategy that looks beyond the current tax year, and a direct relationship with the person who manages your numbers.
With 20+ years across IT, real estate, professional services, and cross-border enterprise.
Yes. We serve clients across the United States, working with licensed US CPA partners to ensure full compliance with federal and state tax regulations, and to provide coordinated cross-border advisory.
It starts with a free discovery call, followed by a tailored proposal within 24 hours. Once onboarded, you receive ongoing accounting, tax planning, and advisory — with senior-level attention on every file.
We offer custom pricing based on your business size and service needs — no one-size-fits-all packages. Book a call and we'll send a detailed proposal within 24 hours.
Yes — Canada–US cross-border advisory is a core focus. We help you understand treaty considerations, foreign reporting obligations, and how to structure across both countries.
A growing collection of practical, plain-language articles for business owners — grounded in official guidance and designed to help you make informed decisions. New articles are published regularly.
Yes. We use bank-level encryption and secure portals for document sharing. Your financial data is never stored on unencrypted systems.
Book a free 30-minute consultation. We'll review your current setup and show you exactly how Numera can help.
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