Accounting, Advisory & Professional Services
At Touchstone, we provide integrated professional services designed to support growing businesses. From CPA-led accounting to e-commerce enablement, legal support, and fractional financial leadership, we help founders build clarity, structure, and scalable execution.
Proven expertise
Whether you're just starting out or scaling your operations. Touchstone Provides the financial backbone.
Accounting (CPA-Led Accounting & Compliance)
Our accounting services are led by licensed professionals and built to support growing businesses that require accuracy, transparency, and scalable financial infrastructure. We deliver full-cycle accounting and compliance services, ensuring financial data is reliable, timely, and decision-ready.
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Core Capabilities
- Monthly and year-end financial reporting
- Cloud-based bookkeeping and general ledger management
- Tax compliance and filings (corporate, HST/GST, payroll)
- Financial close optimization and audit readiness
- Ongoing advisory to support operational and financial discipline
Our approach combines technical rigor with practical insight—helping businesses maintain compliance while building a foundation for growth.
E-Commerce Enablement
We support consumer brands and digital businesses as they scale across online marketplaces and direct-to-consumer channels. Our role is to build the operational backbone required for sustainable growth—without founders needing to build internal infrastructure prematurely.
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Fractional C-Suite Services
Our Fractional CFO/COO services provide senior financial and operational leadership without the cost or rigidity of a full-time executive. We work alongside founders and leadership teams to strengthen financial strategy, improve visibility, and support informed decision-making at every stage of growth.
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Key Areas of Support
- Financial modeling, forecasting, and cash flow management
- Budgeting, KPI design, and performance reporting
- Capital planning and scenario analysis
- Board and investor reporting support
- Strategic planning and capital allocation guidance
This service is ideal for businesses scaling rapidly or preparing for investment, acquisition, or structural change.
Legal Services
While not a law firm, we coordinate closely with experienced legal professionals to ensure our clients receive aligned, practical legal support.
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Areas of Support Include
- Corporate structuring and reorganizations
- Shareholder and partnership agreements
- Cross-border considerations
- Transaction and compliance coordination
Our role is to ensure legal work aligns with financial, operational, and strategic objectives—reducing friction and improving outcomes.
Advisory Services
Our advisory work focuses on helping business owners navigate complexity, transition periods, and growth inflection points with clarity and confidence. We act as a strategic partner—bringing structure, perspective, and execution discipline to critical decisions.
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Advisory Focus Areas
- Business and growth strategy development
- Organizational design and leadership alignment
- Operational optimization and margin improvement
- Succession and transition planning
- Governance and long-term value planning
We work closely with management teams to align strategy, people, and execution—ensuring decisions today support long-term outcomes.
We are a team of seasoned business consultants dedicated to helping businesses thrive. With years of experience and a proven track record, we offer strategic insights and practical solutions that deliver results.
Hub IT allows your business and technology computers to store, transmit, analyze, and manipulate big data.
Hub IT allows your business and technology computers to store, transmit, analyze, and manipulate big data.
Hub IT allows your business and technology computers to store, transmit, analyze, and manipulate big data.
Proven
expertise
We are a team of seasoned business consultants dedicated to helping businesses thrive. With years of experience and a proven track record, we offer strategic insights and practical solutions that deliver results.
Innovativestrategies
We are committed to making a positive impact on the businesses we serve. By providing expert consultation, strategic planning, and ongoing support, we help our clients overcome challenges, seize opportunities, and achieve their full potential.
Lets Build
What’s Next — Together
We partner with founders, operators, and leadership teams navigating growth, transition, or complexity.
Whether you’re exploring a strategic shift, preparing for expansion, or seeking the right long-term partner, we approach every conversation with discretion, clarity, and intent.
Our team brings deep operating experience, financial discipline, and a collaborative mindset—focused on helping you move forward with confidence.
Start a confidential conversation today.