There’s an important truth to running a successful company. That is finding the right people in the right seats. Accounting is not a cost center, find the right accountant in the right seat and they will save you money in the long run by streamlining your business and maximizing tax strategies. Accounting pays for itself.
First off, if you’re totally new here, the best place to start is by dropping a line to us, introduce yourself, tell me what you do? And where your biggest frustrations are?
We are located in Barrie, Collingwood and Orangeville, but we are not limited to geography, we service all Ontario businesses and have clients in the GTA/Toronto. Technology has really made this possible, you can talk to your accountant and upload information from just about anywhere.
Business owners will have the confidence to pursue bigger business opportunities – if they know exactly how their costs are driving their profitability and their pricing strategies
The best way to make a killer impression with banks and investors is to present timely financial reports – with numbers that actually make sense and can be elaborated upon with confidence. We also do Audit, Review and Assurance enagements.
Your employees will thank you if you introduce proven tools to turn your business into a streamlined machine – with modern technology tools that get you paid quicker by your customers, improve cash flow, and pay your suppliers and your employees with ease
Your wallet will thank you if you don’t leave extra money on the table for CRA from a lack of tax advice – by being introduced to powerful tax strategies, working with some of the best tax advisors in Canada
Hi I’m Jenny. I’m your chief advisor at Orion CPA. I oversee all strategy around here. You’ll catch me with our team of cloud accountants/bookkeepers, who’s singular goal is finding you more value.
I started my career with eight years of investment banking experience in Equity capital markets in Toronto, developing a keen eye for complex financial statements, and how to go that extra mile for clients – including CEOs and CFOs of TSX listed companies.
But I always admired the owner/operators of local area businesses, where their business is more than just a job to them, who have built their business from the ground up, who’d risk their own financial well being to support employees when times get tough – this gains my admiration the most.
As I gained more experience in the complex world of accounting as part of a senior executive team at an established accounting firm, I’ve come to realise the tremendous value in having the right accountant at the table.
Hindsight is 20/20, if I knew what I knew today while operating my husband’s automotive business back in 2014 – I’d hire a firm like Orion CPA, in a heartbeat, simply to capture the opportunities that streamlining and tax strategies would have given us.
Finally, when times are tough, that is when our clients remember us the most. During Covid-19, I personally made sure that each of our clients received personalized advise, on how to apply for the maximum government grants and subsidies that were available to them.
Today, I enjoy being part of the success of my clients. We help business owners succeed in dynamic industries. We help them understand their business.
We get to help business owners free up their time.
At the end of the day, numbers mean nothing if they can’t be relied upon to give insights. Even bad bookkeeping can give you rough numbers to file taxes, but what if it gave you incorrect information to pursue additional business decisions, what if you paid too much in taxes to CRA or in HST? What if banks don’t trust your numbers to lend you money?
Transfering accounting team is easy, and the best decision long term.
Let’s talk and schedule a coffee. Learn more about each other, share tips and insights. Answer some general questions.
You’ll send us some of your accounting information. We’ll write a report for you on any initial insights we notice. A transparent pricing proposal will also be provided.
A roadmap to streamlined systems will be provided. We will handle communications and switch over from prior accountants. Kick off meetings scheduled.
Let’s keep the conversations going as we grow together. Continuous improvement and opportunities are spotted. Never underestimate the importance of pre-tax planning for important events.