Business Details
Trusted Accounting and Tax Services in Burlington, ON
Dean C. Paley, CPA, CGA is a Burlington-based accounting firm dedicated to serving small and medium-sized businesses, individuals, and professionals. With over 15 years of experience, we specialize in tax planning, bookkeeping, financial reporting, and advisory services designed to minimize tax liabilities and enhance business efficiency. Our approach combines personalized service with a systematic process of discovery and analysis to align financial strategies with client objectives. As a trusted advisor, we provide part-time CFO services, virtual bookkeeping, and tailored solutions for business start-ups, estate planning, and investment consulting.Our team prioritizes quality control, actionable reporting, and proactive advice to help clients grow their businesses and achieve long-term financial goals. Recognized for expertise in both corporate and personal tax matters, we integrate complex financial planning with practical solutions to reduce administrative burdens. Backed by media recognition and a commitment to client education, we strive to be a reliable partner in navigating financial challenges and opportunities.
Services
Bookkeeping
Corporate Income Tax
Personal Income Tax
U.S. Income Tax
Financial Planning
Estate Planning
Investment Consulting
Business Start-Up
Business Valuation
Tax Services
Highlights and features
- We offer 15+ years of CPA expertise in tax and accounting.
- Our virtual bookkeeping services eliminate the need for on-site visits.
- We provide part-time CFO services for strategic financial management.
- Tailored tax planning integrates personal and corporate financial strategies.
- We deliver customized financial advisory services to minimize tax burdens.
Associations and certifications
- CPA
- CGA
Services
Bookkeeping
Our virtual bookkeeping services ensure accurate tracking of profits, losses, and cash flow through online accounting platforms. We provide quality control, reporting, and actionable insights to help businesses reduce taxes and improve financial decision-making while minimizing year-end costs.
Tax Services
We specialize in corporate and personal tax planning, including U.S. income tax and deceased tax returns. Our strategies integrate personal and business financial goals to minimize liabilities while ensuring compliance with Canadian and international tax regulations.
Financial Planning
Our financial planning services cover retirement, estate, and investment strategies tailored to individual and business needs. We help clients optimize cash flow, manage risks, and develop long-term wealth-building plans aligned with their objectives.
Part-Time CFO
We offer part-time CFO services to provide strategic financial analysis, profitability assessments, and cash management solutions. This service supports business growth through actionable reporting, tax-saving strategies, and collaboration with external advisors.
Business Advisory
Our advisory services include business valuations, start-up guidance, and operational efficiency improvements. We assist with payroll, HST filings, and compensation strategies to streamline operations and enhance profitability for small and medium enterprises.
People
Dean C. Paley
CPA, CGA
Dean C. Paley is a Chartered Professional Accountant with 15+ years of experience in tax and financial planning. He has been quoted in major media outlets and served in the Canadian Forces Reserve for three decades.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll, tax planning, and part-time CFO services tailored to small businesses in Burlington and surrounding areas.
Do you handle both personal and corporate tax planning?
Yes, we specialize in personal income tax, corporate tax returns, and integrated strategies to minimize tax liabilities for individuals and businesses.
Can you assist with virtual bookkeeping?
Yes, we offer online virtual bookkeeping using platforms like QuickBooks, allowing remote access and collaboration without on-site visits.
What is your part-time CFO service?
Our part-time CFO service provides financial analysis, cash management, and strategic planning to help businesses improve decision-making and growth.
Do you serve clients outside Burlington?
Yes, we serve clients in Ontario and beyond through virtual services, including U.S. tax preparation and remote financial consulting.
