Audit and assurance in Burlington, Ontario
Review engagements, audit preparation and assurance support for businesses and organizations.
Audit and assurance for small business in Burlington
Banks, investors, funders and regulators sometimes ask for financial statements with independent assurance. We help you understand which level you need and get you ready to provide it.
From Aldershot and Appleby to Alton Village and downtown, we support local shops, trades, consultants and retirees with filing, planning and year-round advice.
We handle review engagements and work with you to prepare the schedules, reconciliations and documentation that an audit requires, so the process is smooth and the cost stays under control.
We also help organizations improve internal controls before an assurance engagement begins.
What is included in audit and assurance in Burlington
- Assurance level assessment
- Review engagements
- Audit preparation and supporting schedules
- Internal control review
- Lender and investor reporting
- Grant and funder compliance reporting
Serving all businesses in Burlington
- Businesses asked for reviewed statements by a lender
- Companies with investors
- Non-profits with funder requirements
- Growing companies planning ahead
Want the full picture? Read more about our audit and assurance service or see everything we offer in Burlington.
How it works
A simple process from first call to finished work.
- 1
Free consultation
Tell us about your situation by phone, video or the contact form. We listen first and ask the right questions.
- 2
A clear plan and quote
You get a plain-language scope of work and a fee quote before anything starts, so there are no surprises.
- 3
We do the work
We prepare, file and reconcile everything, and you review a clear summary before it goes to the CRA.
- 4
Ongoing support
Questions in March or September are welcome. We stay available all year, not just at tax time.
Other services in Burlington

Personal income tax in Burlington
T1 tax returns for individuals, families, students, seniors and newcomers, filed accurately and on time.
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Corporate tax in Burlington
T2 corporate returns and year-end tax planning for Canadian-controlled private corporations.
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Self-employed tax in Burlington
Tax returns and expense tracking for freelancers, contractors, gig workers and sole proprietors.
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Non-resident tax in Burlington
Canadian tax filings for non-residents with rental income, property sales or other Canadian-source income.
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US and cross-border tax in Burlington
US tax returns and cross-border planning for US citizens, green card holders and Canada-US businesses.
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Real estate tax in Burlington
Tax filing and planning for landlords, investors, flippers, builders and home sellers.
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Audit and assurance in Burlington: FAQ
Quick answers to what people ask us most.
Do you offer audit and assurance in Burlington?
Yes. We provide audit and assurance to individuals and businesses in Burlington and Halton Region. You can meet with us by phone or video and share documents securely online. Call (647) 527-4970 to get started.
When does a business need an audit?
Only when required by law, a lender, an investor, a grant agreement or governing documents. Many small businesses need only a compilation or a review.
What does a review engagement involve?
A review provides limited assurance through inquiry, analytical procedures and discussion with management. It costs less than an audit and is widely accepted by banks and other stakeholders.
How can I prepare for an audit?
Keep your books current, reconcile all accounts and keep supporting documents organized. We prepare the schedules an auditor will ask for.
How much does audit and assurance cost in Burlington?
Fees depend on the scope and complexity of your situation. After a free consultation we give you a clear quote before any work begins.
