Scalable Financial Services for Businesses and Families

Senior accounting, CFO, and cross-border tax support that grows with you — without hiring internally.

Ideal for owner-managed and growing businesses requiring senior financial leadership
without the cost and commitment of a full-time CFO.

Led by a Canadian CPA, U.S. CPA, and Indian Chartered Accountant with over 35 years of
cross-border advisory experience.

Our Services

At SK & Associates CPA Professional Corporation, our services are designed to support you at every stage of your financial journey.

Whether you’re cleaning up years of backlog, preparing for growth, or navigating cross-border tax obligations, we bring structure, clarity, and reliable execution — so you can make decisions with confidence.

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Fractional CFO & Controller Services

Ideal for growing businesses that need senior financial leadership — without the cost of a full-time CFO.

Growing businesses often reach a point where financial decisions become more complex — but hiring a full-time CFO may not be feasible. That’s where we step in.

We provide fractional financial leadership, helping you:

  • Create reliable budgets and forecasts

  • Strengthen cash flow management

  • Build investor- or board-ready financial reports

  • Liaise with banks, auditors, and stakeholders

  • Best suited for:

  • Businesses with $1M–$50M revenue

  • Growing companies needing financial leadership

  • Companies expanding cross-border

  • Businesses preparing for growth, financing, or restructuring

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Tax Filing & Advisory (Canada & USA)

We focus not just on filing correctly, but on minimizing cross-border risk and avoiding costly surprises.

Tax compliance across borders is complicated. We simplify it.

We handle both personal and corporate tax in Canada and the U.S., with a focus on planning and compliance.

  • Business tax filings (T2, 1120, 1120S)

  • Personal returns (T1, 1040, dual residents)

  • Representation with CRA or IRS

  • Cross-border planning for individuals and corporations

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Cross-Border Business & Tax Advisory

This is where many firms stop — and where our experience makes the biggest difference.

If your operations span multiple countries, you need an advisor who understands the rules on both sides.

We provide:

  • Payroll and sales tax compliance in Canada & the U.S.

  • Treaty-based tax relief and foreign tax credit planning

  • Transfer pricing and repatriation strategies

  • Advisory for e-commerce, consultants, and distribution companies

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Bookkeeping & Catch-Up Accounting

This service is often the first step toward better decision-making and long-term financial clarity.

Messy books slow down growth. Our bookkeeping team helps you take control — whether you’re months or years behind.

We’ll:

  • Reconcile old records and eliminate backlog

  • Implement cloud-based bookkeeping systems

  • Deliver accurate, timely monthly financial statements

  • Create closing processes that keep you on track year-round

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Business Incorporation & Structuring

The right structure at the start can save significant tax and compliance costs over time.

Starting or expanding a business is exciting — but the setup matters. We guide entrepreneurs and corporations through:

  • Incorporation in Canada (federal or provincial)

  • U.S. registration and EIN setup

  • CRA, payroll, and HST registrations

  • Choosing structures that save tax in the long run

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Estate & Succession Planning

Best suited for business owners and families planning transitions, exits, or generational wealth transfer

For high-net-worth families and business owners, protecting wealth across generations is key. We help design a clear, tax-efficient plan for the future.

Our services include:

  • Succession and transition planning

  • Business valuations for handover or sale

  • Family trust and will alignment

  • Collaboration with lawyers and wealth advisors

“Their cross-border expertise has been invaluable as we expanded into the U.S. We always feel supported and well-advised.”

— President, Distribution Company

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Wherever you are in your financial journey,
we’re here to help.


Book a Confidential Consultation