Beyond Safety Compliance

Quotes about money

“Probably the best advice I ever got in my life was from the head of the accounting department, Mr. Hutchinson, I believe at the Glidden Company in Chicago, and he told me, 'You really aren't cut out for accounting, so find someone to help.”

Bob Newhart

“Dogs have no money. Isn’t that amazing? They’re broke their entire lives. But they get through. You know why dogs have no money? No Pockets.”

Jerry Seinfeld

"Ordinary riches can be stolen; real riches cannot. In your soul are infinitely precious things that cannot be taken from you."

Oscar Wilde

“Watch your thoughts; they become words. Watch your words; they become actions. Watch your actions; they become habits. Watch your habits; they become character. Watch your character; it becomes your destiny.”

Lao Tzu

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do, so throw off the bowlines, sail away from safe harbor, catch the trade winds in your sails. Explore, Dream, Discover.”

Mark Twain

Company & accounting approach

Everyone says they have a good accountant. But don’t you want a great one? What sets us apart from other accounting firms is that we always strive to find ways to help our clients make the most of their money, while ensuring the highest quality of service. This starts with understanding our client’s unique needs and expectations. This will serve to create a solid relationship founded on trust and honest advice.

From here, we work diligently to break down the barriers that have separated clients and accountants, by offering our services in a pleasant and plain language approach.

Things people ask

Why should I hire PLAN Group Accountants? +

Whether you are an individual, a sole-proprietor, an owner- managed corporation or a not-for-profit organization, PLAN Group Accountants is here to help you. Our range of services such as bookkeeping, payroll management, government reporting and filings, cash flow management and budgeting allows us to be as committed in ensuring the success of your business as you are.

How can you help me to make this tax season better than last year’s? +

By using PLAN Group Accountants, you can now have peace of mind knowing that a licensed professional will take care of ensuring that not only is your tax return properly prepared and filed in a timely manner but that you are taking advantage of any credits or benefits that are available to you.

Most people can be intimidated when dealing with the Canada Revenue Agency (CRA), PLAN Group Accountants can also help reduce this stress by acting as a liaison between yourself and the CRA.

How can you help me better manage my cash flow?  +

Proper cash flow management is only possible if owners have access to “real-time” and up-to date information. By using cloud based applications, owners are able to manage the ins and outs of their daily operations while allowing PLAN Group Accountants to ensure that record keeping is being kept current, that budgets are being evaluated and that targets are being met. By doing so, owners are able to make informed decisions that can lead their companies in the right direction.

Are there any industry-specific tax regulations that I should know about? +

Tax laws are constantly changing and new benefits/credits become available and here at PLAN Group Accountants it is important for us to keep current in order to ensure that proper planning can be done for all of our clients. At the end of the day, we all want to find ways to put more money in our pocket. By reaching out to PLAN Group Accountants, we can determine if you are taking advantage of all industry-specific benefits/credits available to your company.

How much will it cost me to work with PLAN Group Accountants? +

At PLAN Group Accountants, our main focus is to offer quality services at affordable prices. Prices can vary based on each person’s or company’s needs. Give us a call or book and appointment.

  • Initial consultation – free
  • Personal tax returns – from $150
  • Bookkeeping - $60 per hour
  • Financial statements and corporate tax returns – from $750

What kind of clients does PLAN Group Accountants work with? +

Here at PLAN Group Accountants, we have a wide range of knowledge and experience with all kinds of people and businesses. So whether you are an individual, a sole proprietor, a small or medium size business or a not-for-profit organization that is looking for help with your finances, accounting/bookkeeping or taxes, we would be happy to hear from you.

What tax program/platform does PLAN Group Accountants use? +

At PLAN Group Accountants, we make it a priority to invest in top notch software in order to ensure that our clients are using or taking advantage of the latest tax rules/rates established by the Canada Revenue Agency (CRA). And with our electronic filing capabilities, tax returns are processed quickly and refunds can be released by the CRA.

How often will PLAN Group Accountants communicate with clients about tax issues? +

Tax updates/releases are available directly on the PLAN Group Accountants website. All clients can sign up to receive a notification when something new has been uploaded to our website. Clients can also rest assure that any significant changes that affect their business will be discussed with them directly.

Values - A shift in the world of accounting

At PLAN Group Accountants we are continuously striving to nurture and maintain a trusting relationship with all of our clients. While some accounting firms in Ottawa may talk about serving clients, we take the initiative. PLAN Group Accountants takes pride in being able to offer accurate, professional and transparent services at fair and honest prices. Our creative approach extends beyond the narrow confines of accounting services. Our team of experts in the National Capital Region can help you out.

WHAT PEOPLE SAY

Services we offer

As active, long-term partners to our clients, we offer strategic tax consulting and preparation services and a deep network of relationships to fuel their success. Our clients benefit by receiving personalized service. With expertise in personal and corporate tax preparation, estates and trusts, payroll services and more, PLAN Group Accountants can help with all of your accounting needs no matter the type of client.

Bookkeeping

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Personal Tax

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Payroll Services

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Financial Statements

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Trust & Estate Tax

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Corporate Tax

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HST Preparation & Filling

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e-Commerce Accounting

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“Any difficult task seems easier if you break it down into manageable steps. Smart accounting is no different.”

Let us help you understand how to set, meet and exceed your goals while protecting and strengthening your financial position. PLAN Group Accountants offers a bespoke approach that addresses your individual needs. Our team is committed to your success, offering leading service and scaling with you for the growth of your business and personal goals. Simply put, we are business owners and individuals advising business owners and individuals. People who understand your challenges, your needs and your ambitions.

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Read what people have to say

What I admire most is the team’s responsiveness and adaptability no matter how large or small the issue facing us at the time. PLAN Group Accountants understands the challenges of supporting a high growth business and we would highly recommend the team at PLAN Group Accountants.
Michael Abaguzzo Small Business Owner
As a family business, we understand the importance of personalized service. We have been happily using PLAN Group Accountants for a number of years and have always found them extremely responsive and professional providing excellent advice and always willing to go above and beyond to get the job done for us.
Diane Schultz Construction Executive
As a real estate agent, my clients are extremely important, and I do not refer unless I am 100% confident. When it comes to accounting, PLAN Group Accountants are extremely knowledgeable in all aspects of accounting, I highly recommend!!
Brad Stoffel Real Estate Broker
PLAN Group Accountants is a valued partner, consistently and effectively delivering considered advice to support the implementation of reliable practices for a growing business. Their proactive advice is always on point.
Graham Stern VP – Software Development
With their experience, the team at PLAN Group Accountants have continually demonstrated to us their capability since day one and have been providing us with sound business and tax advice. We would recommend their services to any business.
Michelle Grand e-Commerce Executive
I have used the team at PLAN Group Accountants for both personal and business accounting for the past three years. They have always given me important tactical advice to ensure I get maximum outcome from my taxes and promote income for my small catering business. They are clear and concise to my many tax queries and focuses on my business to lay foundations for my business.
Annette Morris Catering - Owner