Business Details
50+ Years
experience
Trusted Accounting Services in Burlington, Oakville & Hamilton
S B Partners has been a trusted name in accounting and business advisory services for over 50 years. Our team of Chartered Professional Accountants (CPAs) and Chartered Business Valuators (CBVs) serves businesses, not-for-profits, and individuals across Southern Ontario. We specialize in strategic business advice, comprehensive accounting, tax services, and business valuations, tailored to meet the unique needs of each client. Our commitment to integrity, innovation, and community has earned us recognition as a Great Place To Work and the Best Accounting Firm in Burlington for over a decade. We pride ourselves on delivering personalized solutions that drive growth, ensure compliance, and foster long-term success. Our collaborative approach integrates best practices with customized strategies, empowering clients to make informed financial decisions.With a legacy of excellence dating back to 1974, we remain dedicated to supporting our community through initiatives in education, healthcare, and the arts. Our teams expertise spans corporate reorganization, succession planning, tax optimization, and litigation support, ensuring clients receive comprehensive guidance. We prioritize transparency, ethical standards, and client satisfaction, reflected in our decades-long relationships with businesses and families. As a forward-thinking firm, we leverage technology and industry insights to adapt to evolving regulatory landscapes, helping clients navigate challenges and seize opportunities.
Services
Accounting & Assurance
Corporate Tax Services
Business Valuation
Succession Planning
Trust & Estate Planning
HR Management Consulting
Details
- Year established: 1974
Highlights and features
- We offer 50+ years of experience in accounting and business advisory services.
- Our team includes CPAs and CBVs with expertise in tax, valuation, and compliance.
- Recognized as a Great Place To Work and Best Accounting Firm for 12 consecutive years.
- Tailored solutions for businesses, not-for-profits, and individuals across Southern Ontario.
- Commitment to community through initiatives in education, healthcare, and the arts.
Associations and certifications
- Chartered Professional Accountants (CPA)
- Chartered Business Valuators (CBV)
What people say
Trusted advisors
Community-focused
Expertise in tax and valuation
Personalized solutions
Award-winning service
Services
Business Valuation
S B Partners provides independent business valuations for mergers, acquisitions, estate planning, and matrimonial asset equalization. Our Chartered Business Valuators (CBVs) deliver credible, objective reports that withstand scrutiny from the CRA or legal counsel. Clients benefit from tailored insights into their businesss worth, enabling informed decisions during sales, succession planning, or legal disputes.
Corporate Tax Services
Our corporate tax experts optimize tax strategies for businesses, ensuring compliance and minimizing liabilities. Services include tax return preparation, dispute resolution, cross-border compliance, and cash flow optimization. Clients gain confidence in strategic tax planning, allowing them to focus on operational growth while we manage complex regulatory requirements.
Accounting & Assurance
We offer comprehensive accounting and assurance services, including financial statement preparation, audit support, and advisory. Our CPAs help businesses interpret financial data, improve transparency, and meet regulatory standards. Tailored solutions ensure clients maintain accurate records and leverage insights for strategic decision-making.
Succession Planning
S B Partners assists business owners in developing succession plans to ensure smooth transitions during sales, retirements, or family transfers. Our advisors identify risks, structure tax-efficient strategies, and create actionable plans to preserve value and continuity for future stakeholders.
HR Management Consulting
Our HR consultants streamline HR processes, enhance workplace effectiveness, and support compliance. Services include policy development, workforce planning, and strategic guidance on recruitment, retention, and employee engagement. Businesses gain scalable solutions to align HR practices with organizational goals.
People
Melanie McLeod
Managing Partner
Melanie McLeod leads S B Partners with a focus on innovation and client service. With extensive experience in accounting and business advisory, she drives strategic growth while upholding the firms commitment to community and employee development.
Janice Pomerleau
Managing Partner
Janice Pomerleau, a seasoned CPA, oversees S B Partners assurance and advisory services. Her expertise in financial reporting and strategic planning ensures clients receive actionable insights to navigate complex business challenges.
Trevor Hood
Partner & President, Valuations
Trevor Hood specializes in business valuations and litigation support. As a CPA and CBV, he provides expert analysis for mergers, acquisitions, and legal disputes, ensuring clients achieve optimal financial outcomes.
Dana Wade
Senior Manager, HR Consulting
Dana Wade brings nearly a decade of HR experience to S B Partners. Her focus on workplace culture and compliance helps businesses develop effective HR strategies that align with organizational goals and employee well-being.
Raffaele Ruberto
Partner, Tax
Raffaele Ruberto leads S B Partners tax services, offering strategic planning and compliance solutions. His expertise in corporate taxation ensures clients minimize liabilities while adhering to evolving regulatory standards.
Questions
What accounting services does SB Partners offer?
SB Partners provides accounting, assurance, tax planning, business valuations, succession planning, and HR consulting tailored to businesses and individuals in Southern Ontario.
How can SB Partners help with business valuations?
Our Chartered Business Valuators (CBVs) deliver objective valuations for mergers, sales, or legal matters, ensuring accurate insights to optimize financial outcomes.
Does SB Partners support not-for-profit organizations?
Yes, we offer specialized accounting and advisory services to not-for-profits, helping them maximize resources and comply with regulatory requirements.
What industries does SB Partners serve?
We work with clients across diverse sectors, including manufacturing, healthcare, education, and professional services, providing industry-specific expertise.
How does SB Partners contribute to the community?
We support local initiatives in education, healthcare, and the arts, including scholarships and partnerships with organizations like the Burlington Performing Arts Centre.
