Business Details
38 Years
experience
Trusted Accounting Services for Atlantic Canadian Businesses
For 35 years, Cambridge Financial Services has been dedicated to providing tailored financial management solutions to Atlantic Canadian businesses. Our approach prioritizes the unique needs of each client, avoiding standardized solutions in favor of customized strategies that drive success. With expertise in controller services, payroll, bookkeeping, and tax planning, we deliver affordable services designed to help businesses achieve their goals. Our deep understanding of operational challenges and commitment to measurable outcomes has earned the trust of 400 businesses.We believe in building long-term partnerships where client success directly aligns with our own. Our team leverages extensive experience to offer flexible solutions, whether through in-person consultations, virtual meetings, or secure client portals. By combining modern technology with traditional relationship-building, we ensure clients maintain control over their financial health while navigating growth opportunities and regulatory requirements.
Services
Controller Services
Payroll Services
Bookkeeping
Tax Planning
Financial Statements
CFO Services
Grant Availability
Exit Strategies
Details
- Year established: 1988
Highlights and features
- 35 years of specialized experience with Atlantic Canadian businesses
- Customized financial solutions without cookie-cutter approaches
- Integrated tax planning and growth management expertise
- Flexible service delivery through in-person and digital platforms
- Proven track record supporting 400+ active business clients
Services
Controller Services
Comprehensive financial management support including reporting, budgeting, and operational controls. We provide expert oversight of accounts receivable/payable, payroll processing, and sales tax compliance. Our team delivers timely financial insights to help businesses maintain regulatory compliance and optimize cash flow management.
Tax Planning
Personal and corporate tax planning services tailored to business structures. We offer strategic guidance for sole proprietorships, partnerships, corporations, and non-profits. Our approach minimizes tax liabilities while ensuring compliance with evolving regulations. Clients receive proactive advice on estate planning and charitable giving strategies.
CFO Services
Fractional CFO support for growth-oriented businesses. We develop financial packaging, implement management tools, and create integrated reporting systems. Our services include manufacturing inventory optimization, grant availability analysis, and exit strategy planning to support sustainable business expansion.
Bookkeeping
Accurate day-to-day financial transaction management with flexible reporting frequencies. We maintain precise records for monthly, quarterly, or annual financial statements. Our system ensures organized documentation for audits and regulatory requirements while providing real-time financial visibility.
Client Portals
Secure online platform for document sharing and communication. The iFirm portal enables 24/7 access to financial records, facilitates digital signatures, and streamlines collaboration. This tool enhances efficiency through centralized information management while maintaining strict data security protocols.
Questions
What accounting services do you specialize in?
We specialize in controller services, tax planning, CFO support, bookkeeping, and grant availability analysis for Atlantic Canadian businesses.
How long have you served Atlantic Canadian businesses?
Our firm has provided financial services to regional businesses for 35 years, since 1988.
Do you offer virtual meeting options?
Yes, we use secure video conferencing tools like Microsoft Teams and Zoom for remote financial consultations.
What makes your approach different from other firms?
We avoid standardized solutions, focusing instead on customized strategies tailored to each business's unique requirements.
How do you handle client communication?
We combine in-person meetings for critical discussions with digital portals and video calls for ongoing communication.
