Virtual CFOs Committed to Your Success

Propelling businesses across Canada to weather all storms and fulfill their potential

The AMLB Difference

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Client Centered Approach

We listen to your needs, learn about your goals, and provide customized financial and tax advice to help you succeed – not just once per year but throughout your financial journey.

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Save Time and Stress

Accounting and financial strategies made simple using cloud-based technology that uses real-time insights to help save you time, avoid surprises, and keep more of your money.

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Bespoke Financial Planning Advice

We take the time to understand your financial commitments and goals. We use our considerable banking experience to shape and create plans that meet your unique needs.

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Fixed Fees

No hourly billings. For a fixed monthly fee, you will have access to CFO-level experience. Eliminate cost uncertainty and preserve cash flow over the long term.

Who We Have Helped

What Our Clients Are Saying

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Our Services

From the moment you contact us, you’re treated with the courtesy and respect you deserve. Our priority is to learn all about your business, key priorities, and what keeps you up at night, and tailoring our full suite of business services to solve your accounting, tax, and financial advisory needs.

With AMLB, you can stop worrying about accounting and focus more on making your next strategic business move.

Our Plans

Our goal is to deliver the best possible experience for our clients. We start with a complimentary discovery meeting to understand your business, key priorities and pain points. Next, we explore packages together and design a customized solution to address your accounting, tax and financial advisory needs.

Check out our most popular packages below.

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Accountant

Get ahead of your books and records and tax filings using the latest in Cloud accounting software

  • Annual business review
  • Cloud bookkeeping
  • Financial statements
  • Tax compliance
  • Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
  • Ongoing support *Includes unlimited email/phone support with average response time of one business day!
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Controller

All your accounting functions plus provide you with data-driven insights to accelerate business performance

  • Quarterly business review
  • Cloud bookkeeping
  • Financial statements
  • Tax compliance
  • Comprehensive tax strategy and planning
  • Payroll
  • Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
  • Ongoing support *Includes unlimited email/phone support with average response time of one business day!
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CFO

Virtual CFO level services with business insights to take your organization to the next level

  • Monthly business review
  • Cloud bookkeeping
  • Financial statements
  • Tax compliance
  • Comprehensive tax strategy and planning
  • Payroll
  • CFO advisory services
  • Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
  • Ongoing support *Includes unlimited email/phone support with average response time of one business day!

Looking for Financial Planning?

We provide fee for service financial planning as a unique offering to our entrepreneur and owner-manager clients to supplement our plans.

Learn more

Our Cloud Partners

We partner with leading tech companies offering the most reliable, robust accounting products in today’s fast-paced market.

Xero Accounting Solutions
Quickbooks Online Accounting Solutions
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We are Dext Certified logo
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Amazon logo
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Recent Blog Posts

Selling Your Business? Smart Tax Planning Starts Here

Selling Your Business? Smart Tax Planning Starts Here

Strategies to Reduce Your Tax Burden When Exiting Your BusinessContents Introduction Client Story The Lifetime Capital Gains Exemption Capital Gains Deferral Selling to Family Members Employee Share Ownership Plans (ESOPs) Use of a Holding Company IntroductionThinking...

Read more →

Ready to explore a brand new way to grow your business?

Schedule a complimentary business review today!

Discover The AMLB Chronicles

The AMLB Chronicles was created to support your growth and the needs of entrepreneurs and leaders alike. A monthly digest of finance wisdom, strategic advice, and the latest trends shaping Canadian business. Every edition is thoughtfully curated to help you grow!

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