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  • What We Do


    Driven to help Ontario small business owners grow with strength and confidence by utilizing the full potential of cloud platforms.

    Wealth by Design Bookkeeping Service computer screen showing a chart with a cup of coffee and cell phone

    Small Business Bookkeeping Services

    Meaningful, well-organized financial records ensure that business operations run smoothly on a day-to-day basis.

    • Manage Receipts/Invoices
    • Paperless Document Management
    • Record and Categorize Financial Transactions
    • Accounts Payable
    • Accounts Receivable
    • Reconcile Bank/Credit Card/Line of Credit Statements
    • Reconcile Trust Accounts
    • Manage GST/HST reconciliations and remittances.
    • Prepare Financial Reports


    Wealth by Design Payroll Service:  hand writing a payroll cheque

    Payroll Services

    Creating and Implementing the controls necessary to ensure a reliable, efficient and effective payroll system.

    • Electronic Timecard Management
    • Direct Deposit Payroll
    • CRA Remittances
    • Self-Service Online Employee Portal
    • T4 Employee Generation
    • T4 Summary Compliance
    • ROE Generation
    • WSIB/WCB/Employer Health Tax Reporting and Remittances
    Wealth by Design Tax Preparation Service:  Blank Income Tax Return

    Tax Preparation Services

    Whether you're getting married, buying your first home, welcoming the arrival of a child or sending a child off to college, preparing for retirement, the sale of your business or the passing of a loved one. Each one of these events has an impact on your taxes.

    • Tax Preparation maximized based on your business structure
    • Personal Tax Preparation
    • Maximize every tax credit available.
    • Take advantage of every deduction available.
    • CRA Representation.
    • Frictionless Tax Form Filing.
    Wealth by Design Other Services:  Wooden Board inscribed with Business Services

    Other Services

    While Accountants may focus solely on numbers, we take a much more holistic approach at Wealth by Design. With an entrepreneurial mindset, we strive to understand your company's vision and goals, offering exceptional services, comprehensive strategic growth planning, and advice tailored to every stage of your business.

    • Business Start-Up Consultation
    • Business Operating Analysis, we dig into how your business runs.
    • Process assessment
    • App Analysis/Software Integration
    • CRM and BOS implementaion
    • Business Structure Consultation
    • Cash Flow Management
    • Previous Bookkeeping Period Clean-Up
  • You Deserve to Get Ahead

    Services packages are easily customized with additional benefits.

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    Foresight Plan

    A Proactive Leader of the Pack Service


    Starting from per month

    Everything in Insight, plus

    Weekly Reconciliations

    CFO on Demand


    Monthly Reviews

    Onsite/In-Person Reviews

    Unlimited Customer Support across all channels

    Most Popular

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    Insight Plan

    A Proactive Get a Grip Service


    Starting from per month

    Everything in Hindsight, plus

    Monthly Reconciliations

    Monthly Reporting

    Custom Growth Plan

    Business Tax Preparation

    Quarterly Reviews

    Unlimited Email Support

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    Hindsight Plan

    A Reactive Get It Done Service


    Starting from per month

    Full Cycle Bookkeeping

    Cloud Accounting Platform

    Quarterly Reconciliations

    Annual Reporting

    100% Paperless Process

    Sales Tax Compliance

    Email Support


  • The Best Time to Take Action Was Yesterday

    The second best time is Today.