Connected Financial Guidance

One connected view of your practice and personal finances

Busy professionals often manage business income, personal taxes, instalments and long-term decisions at the same time. AYMG brings those moving pieces into one clear accounting relationship.

  • Coordinate corporate, self-employed and personal tax work where included.
  • Keep records and filing obligations organized throughout the year.
  • Consider tax, cash needs and career plans before important decisions.

What We Can Handle

Keep the practice, filings and personal plan aligned

Choose the support that fits how you earn, operate and plan. We can coordinate the agreed services so the full financial picture remains visible.

Practice bookkeeping and expense tracking

Organize professional revenue, expenses, bank activity and supporting records throughout the year.

Self-employed tax returns

Prepare personal returns and the related business or professional income schedules with clear documentation.

Professional corporation accounting

Keep corporate records, financial statements and federal and Quebec tax filings aligned within one year-end process.

GST/HST/QST and payroll

Support registration questions, returns, remittances and payroll reporting based on the agreed scope, your activities and the applicable jurisdiction.

Corporate and personal tax coordination

Consider compensation, instalments, business cash needs and personal taxes together before important decisions are made.

Career, retirement and estate transitions

Coordinate the tax implications of incorporation, retirement, succession and estate plans with your legal and financial advisors.

Professional-order rules, legal formation and investment advice remain with the appropriately qualified advisors.

Good times to call

Get advice while there is still time to choose

  • You are starting a practice or moving into self-employment.
  • You are considering incorporation or a change in compensation.
  • Instalments, GST/HST/QST or payroll obligations are becoming difficult to track.
  • Business and personal cash needs are pulling in different directions.
  • You plan to buy, sell or bring a partner into the practice.
  • Retirement, succession or estate planning is moving closer.

A Practical Process

Professional support without a one-size-fits-all package

  1. Map how you earn and operate

    We identify your practice structure, income flows, registrations, deadlines and personal planning priorities.

  2. Connect the required work

    The scope can bring bookkeeping, practice tax and personal tax into one coordinated timeline.

  3. Plan before transition points

    We help evaluate the accounting and tax effects before major career, practice or retirement decisions.

Frequently Asked Questions

Common questions from professionals and self-employed clients

Do you serve both incorporated and unincorporated professionals?

Yes. AYMG can tailor the scope for sole proprietors, self-employed professionals and professional corporations.

Should I incorporate my practice?

Incorporation is not automatically beneficial. The answer depends on professional-order rules, income, personal cash needs, administrative costs and long-term goals. AYMG can provide tax and financial analysis while legal formation remains with qualified legal counsel.

Can you handle my corporate and personal tax work together?

Yes, when both are included in the engagement. Coordinating them helps ensure decisions are assessed using the full financial picture.

Which professional expenses can I claim?

Eligibility is situation-specific and requires appropriate records. AYMG can review the nature and business purpose of expenses without assuming that every item will be deductible.

Can you work with my lawyer or financial advisor?

Yes. With your authorization, AYMG can coordinate relevant accounting and tax information with your other advisors.

Ready when you are

Bring your practice and personal plan into one conversation

Tell us how you work today, self-employed or incorporated, and where you need greater clarity. We will help define the right next step.

Request a Professional Consultation

Start the Conversation

Bring your practice and personal plan into one conversation

Tell us how you work today, self-employed or incorporated, and where you need greater clarity. We will help define the right next step.

Tell Us What You Need

Tell us how your practice is structured

Share whether you are self-employed or incorporated, the services you need and any immediate deadline.