Business Details
29 Years
experience
Your Trusted Accounting Partner in Peterborough
Established in 1997, our firm provides comprehensive accounting, assurance, taxation, and financial planning services to individuals, businesses, and not-for-profit organizations across Ontario. With over 30 years of combined experience, including my CPA and CGA designations since 1991, we specialize in tailored financial solutions for owner-managed businesses and professionals. Our team delivers personalized service through expertise in financial controls, tax optimization, and strategic business planning.Licensed by the Chartered Professional Accountants of Ontario, we serve clients in Peterborough and throughout the province, including non-residents operating in Canada. Our approach combines local market knowledge with a commitment to staying current with evolving tax legislation to ensure compliance and maximize financial opportunities for our clients.
Services
Accounting
Tax Services
Financial Planning
Management Services
Business Advisory
Estate Planning
Corporate Tax
Audit Services
Bookkeeping
Retirement Planning
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of experience in accounting and tax services since 1997.
- Our team provides personalized financial planning tailored to individual client needs.
- We specialize in serving Ontario-based businesses and non-resident tax clients.
- Our services include comprehensive business succession and estate planning solutions.
- We combine local market expertise with national regulatory compliance knowledge.
Associations and certifications
- Chartered Professional Accountants of Ontario
- Certified General Accountants (CGA)
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, audits, and business plan development. Our expertise covers compilation, review, and audit engagements for businesses of all sizes. With a focus on accuracy and compliance, we help clients maintain transparent financial records and make informed business decisions through detailed financial analysis.
Tax Services
Our tax services include personal and corporate tax planning, HST filings, and cross-border tax solutions. We specialize in minimizing tax liabilities through strategic planning and staying current with legislative changes. From trust tax returns to corporate reorganizations, our team ensures compliance while optimizing tax benefits for individuals and businesses across Ontario.
Financial Planning
We offer tailored financial planning covering retirement strategies, estate planning, and investment management. Our services address cash flow management, education funding, and tax-efficient wealth transfer. With personalized plans reviewed regularly, we help clients achieve long-term financial security through strategic goal setting and adaptive planning frameworks.
Management Services
Our management services include bookkeeping, payroll processing, and controllership support. We assist with financial forecasting, budget development, and implementation of accounting systems. By providing operational financial guidance and process optimization, we help businesses improve profitability and maintain efficient day-to-day financial operations.
Estate Planning
We specialize in comprehensive estate planning including wills, trusts, and business succession strategies. Our approach addresses tax implications of charitable donations and retirement compensation arrangements. By creating structured transfer plans, we ensure smooth transitions for family businesses and protect clients' legacies through legally sound documentation.
People
Robin E. Wrightly
CPA, CGA
Licensed accountant with 30+ years experience since 1987, specializing in tax and business advisory services. Graduated from Loyalist College and established in practice since 1997, focusing on owner-managed businesses and professionals.
Lynn Froste
Senior Accountant
Accounting professional with 25+ years of experience in bookkeeping and financial management across diverse industries including construction and manufacturing. Expert in implementing accounting software solutions for business efficiency.
Paul Hamon
CFP, Sapience Financial
Certified Financial Planner associated with our firm for portfolio management and financial planning services. Brings expertise in investment strategies through Sapience Financial's offices in Peterborough, Renfrew, and Orleans.
Questions
What accounting services do you offer?
We provide full accounting services including financial statement preparation, audits, bookkeeping, payroll processing, and implementation of accounting systems for businesses of all sizes.
Do you serve businesses outside Peterborough?
Yes, we serve clients throughout Ontario and provide tax services for non-residents conducting business in Canada.
What tax services are available?
Our tax services include personal and corporate tax returns, HST filings, business succession planning, and cross-border tax compliance for non-resident clients.
What financial planning services do you provide?
We offer retirement planning, estate planning, investment management, and comprehensive financial plans tailored to individual and business owner needs.
Are you licensed to practice in Ontario?
Yes, Robin Wrightly is licensed by the Chartered Professional Accountants of Ontario to provide public accounting services.
