As steady as an oak, we provide the foundation for your financial growth.

Our Services

Business Accounting

Consolidating all aspects of your financial needs with Oakleaf ensures a seamless approach. Having one trusted partner to handle everything gives you a comprehensive, cohesive strategy.

  • Our monthly bookkeeping services include comprehensive support, such as HST remittances and payroll processing. By managing these essential tasks for you, we guarantee accuracy and compliance—eliminating the risk of costly CRA fees.

  • Our tax preparation services ensure your filings are accurate and timely, minimizing errors and penalties. But we don’t stop there—our tax planning services provide proactive strategies to reduce your tax burden and optimize deductions. With Oakleaf, you’re not just meeting deadlines, you’re building a more tax-efficient future.

  • Our business budgeting services provide you with a clear financial roadmap, helping you allocate resources effectively and plan for growth. By creating detailed, realistic budgets tailored to your goals, we empower you to make informed decisions, control expenses, and maximize profitability.

  • We don’t just prepare financials for compliance. We take the time to sit down with you and analyze where your business has thrived and where there’s room for improvement. This deeper review helps us create a clear roadmap with actionable goals for the year ahead, ensuring your business is set up for sustained growth and success.

  • With years of experience in auditing, we can help prepare your financial information for an upcoming audit, ensuring a clean audit opinion. We can be the number one contact and manage the entire process so you do not have to worry.

personal finance

We provide personalized financial services to meet each client's unique needs. We recognize financial well-being as a journey and aim to equip you with essential knowledge and tools.

  • Our personal tax preparation services ensure your returns are filed accurately and on time, helping you avoid unnecessary penalties. Beyond filing, our tax planning services focus on optimizing your financial situation, identifying opportunities for deductions, credits, and long-term tax savings.

  • Our personal budgeting services empower you to take charge of your financial future. We work with you to create a customized budget that reflects your unique goals and priorities, helping you manage your income, expenses, and savings effectively. With ongoing support and regular reviews, we ensure you stay on track, make informed spending decisions, and work towards your financial aspirations with confidence.

  • Our financial overview service provides you with a comprehensive snapshot of your financial health. We analyze your income, expenses, assets, and liabilities to give you a clear understanding of your current situation. This holistic view enables us to identify strengths, weaknesses, and opportunities for improvement, helping you make informed decisions and set strategic goals for your financial future.

  • From credit card balances to student loans, debt can feel like a heavy burden weighing you down. Our debt reduction plan provides a structured approach to help you regain control of your finances. We start by analyzing your current debt situation and identifying the best strategies for reducing your obligations. Whether through budgeting, negotiating with creditors, or consolidating loans, we tailor a plan that suits your unique needs.

  • Are you thinking about buying a new home, or are you unsure whether renting is the better option? Do you have questions about financing options for your next vehicle? Perhaps you're wondering if the tax advice you received is legitimate.

    At Oakleaf Financial, we’re here to help you navigate these important decisions. Let us answer any questions you may have and guide you toward the best choices for your future.

sTILL HAVE qUESTIONS?

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