grow your finances as strong as an oak

Welcome to Oakleaf Financial

about our firm

Located in the heart of Thunder Bay, Oakleaf Financial is a CPA Ontario-registered accounting firm founded by Rowan Donaldson, CPA. Our goal is to consolidate and simplify your financial management, so you can focus on what matters most—growing your business.

Our Services

BUSINESS ACCOUNTING

Oakleaf Financial offers full-service accounting for small businesses. Oakleaf is a one stop solution for bookkeeping, tax preparation, financial reporting, and advisory, allowing you to focus on business growth and make informed decisions for lasting success.

personal fINANCE

At Oakleaf Financial, we simplify personal finance to empower you. From income tax, budgeting, to retirement planning, our unique approach creates a tailored plan. We work with you to achieve lasting financial stability and confidence.

Advisory

Oakleaf Financial goes beyond traditional bookkeeping and tax services to offer a wide range of solutions. Our expertise spans company valuation, control assessments, bookkeeper training, startups and business plans, debt management, audit support, funding applications, and more.

Client testimonials

  • "Rowan is phenominal, he treats my business with the care that no other accountant has."

    Local Cafe - Thunder Bay, ON

  • "An absolute lifesaver. rowan helped us out catching up on our taxes rapidly"

    Food Service & Caterer - Thunder Bay, ON

  • Swift, knowledgeable and easy to speak with.

    Automotive Repair Shop - Thunder Bay, ON

complimentary consultatioNs

Call or email us to discover how we can help you, and to receive a quote on our services.