Your Success is Our Success
Welcome to Cambridge Financial Services
Cambridge Financial Services has been a trusted partner for Atlantic Canadian business owners for 35 years. We take pride in our long-standing relationships with our clients, founded on mutual trust and respect. Our strength is in numbers, with 400 businesses relying on us to help them every quarter, every month, and every week. We are committed to providing flexible and tailored financial services to help our clients navigate the many highs and lows of growing their business.
Our Strength is in Numbers
Our clients are important members of our community, and we believe that their success is our success. With 35 years of experience serving Atlantic Canadian businesses, we have seen a lot and helped our clients through many challenges. We never adopt a 'cookie-cutter' approach to financial management. Instead, we take the time to understand what is essential to your success and provide affordable services that help you reach your goals. Our flexibility and breadth of knowledge allow us to tailor services to meet your unique challenges, and we only offer answers and solutions that we know will help you.
Foundational Services
Our foundational services are designed to help you make better operational decisions based on a strong and reliable financial foundation. Our controller services, payroll services, bookkeeping services, sales tax services, and financial statements are tailored to your unique business needs. We provide these services annually, quarterly, monthly, weekly, or daily, depending on your business needs.
Tax & Tax Planning Services
A clear vision with proper tax planning can be essential to your quality of life. Our tax and tax planning services are designed to help you minimize your tax burden and maximize your savings. We provide personal tax and estate planning, corporations and trusts, sole proprietorships and partnerships, and not-for-profit organizations and charities tax services. Our first-year tax planning may surprise you, and most of our clients don't miss another year.
Growth Management Services
As enterprises develop, owner-managers need things in place to achieve sustainable growth. We provide CFO services, financial packaging, better management tools, accurate operational reporting, manufacturing, inventory, and other keystone systems integration, and grant availability options. Our exit strategies provide fundamental support to help you achieve your objectives.
Modern Day Meetings & Client Portals
At Cambridge Financial Services, we believe in the value of modern technology to improve communication and collaboration with our clients. We use client portals and modern day meetings to enhance our relationships with our clients. Our client portals provide a secure and convenient way to share files and collaborate on projects. Modern day meetings enable us to connect with our clients face-to-face, no matter where they are located.
Employment Opportunities
We are always looking for talented and motivated individuals to join our team. If you are passionate about financial services and want to work in a collaborative and supportive environment, we want to hear from you. Please visit our employment opportunities page to learn more.
Contact Us
Thank you for considering Cambridge Financial Services for your financial needs. We would be happy to review the unique needs of your business with one of our professionals. Please contact us to learn more.
Overall Experience
The reviews provide a mixed assessment of Cambridge Financial's services, with some customers expressing satisfaction and others disappointment.
Positive Feedback
Satisfaction with Service
Several reviewers praise Cambridge Financial's professional and friendly service, highlighting the expertise and dedication of specific staff members, such as Steve, Keith, and Alan. Some reviewers also appreciate the personalized attention they receive, with one reviewer mentioning that the company "will guide you from beginning and will take care about you and your business in the best way!"
Expertise and Savings
Some reviewers credit Cambridge Financial with saving them money through expert tax advice, with one reviewer specifically mentioning that Steve Cumming found a major omission on their part and saved them a significant amount.
Negative Feedback
Cost and Vagueness
One reviewer expresses disappointment with the cost of Cambridge Financial's services, finding them "extremely expensive and vague." This reviewer also mentions missing Linda, indicating that they may have had a previous positive experience with her.
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