Toronto's Premier Financial Advisory

Know Your Numbers.
Grow Your Business.

Premium bookkeeping, strategic financial reporting, and fractional CFO services for ambitious Canadian SMEs. We turn your data into decisions.

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0+
SMEs Served
0+
Years in Practice
0M+ Avg. Tax Savings
Annual Client Savings
Ledger Lane - Financial Dashboard
Q4 2024
Net Revenue
$842K
+18.3%
Gross Margin
68.4%
+4.1%
Cash Position
$214K
-2.8%
Monthly Revenue vs Forecast
Jan, Dec 2024
Tax Optimisation
65%
$48K
Saved YTD
Runway Forecast
18 mo
Books reconciled - Oct 2024
What We Offer

Financial services that
move the needle

From day-one bookkeeping to boardroom-level CFO advisory, we scale with your ambitions.

01
Bookkeeping
Meticulous monthly bookkeeping, account reconciliation, and transaction categorisation. Clean data, clean decisions.
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02
Financial Reporting
Custom P&L, balance sheets, and cash flow statements with plain-language commentary your leadership team will actually use.
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03
Tax Strategy
Proactive tax planning, not just filing. SR&ED credits, corporate structure optimisation, and deduction maximisation year-round.
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04
Payroll Management
Accurate, compliant payroll for Canadian businesses. Source deductions, T4 preparation, and CRA remittances handled seamlessly.
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05
Fractional CFO
Board-level financial leadership without the full-time price. Forecasting, fundraising support, KPI dashboards, and investor-ready reporting.
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Our Track Record

Numbers that
speak for themselves

Over 14 years we have helped hundreds of Canadian businesses gain financial clarity and grow with confidence.

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0+
SME clients served across Canada
0M+
Average annual tax savings per client
0+
Years of practice in Toronto
0%
Client retention rate year-over-year
Industry Focus

Deep expertise in your sector

We do not do generic bookkeeping. We understand the financial nuances of your industry.

Real Estate
Property holding structures, REIT reporting, and HST compliance for developers and investors.
Technology
SR&ED tax credits, ARR reporting, cap table management, and investor-ready financials.
Hospitality
Venue revenue tracking, HST on F&B, seasonal forecasting, and supplier payment management.
Professional Services
Law firms, consultancies, and agencies - WIP tracking, disbursements, and partner distributions.
Our Advisors

Chartered. Credentialled.
Committed to your growth.

MH
Margaret Holt
CPA, CA - Managing Director
14 years advising Toronto's fastest-growing SMEs. Former Big 4 tax partner specialising in corporate restructuring and SR&ED strategy.
Tax Strategy
M&A
Real Estate
JL
James Lawson
CPA, CGA - CFO Advisory Lead
Fractional CFO to 40+ portfolio companies. Expertise in SaaS financial modelling, runway forecasting, and Series A fundraising preparation.
Fractional CFO
SaaS
Forecasting
AC
Anika Chopra
CPA, CMA - Bookkeeping Director
Leads our bookkeeping team with a philosophy of zero-error financial records. Specialist in multi-entity consolidations and payroll compliance.
Bookkeeping
Payroll
Tech
Client Testimonials

What our clients actually say

"

Ledger Lane transformed how we understand our business. The monthly dashboard is the first thing our board looks at. We saved $180K in our first year.

Ryan Kowalski
CEO - Stackform Technologies, Toronto
"

Margaret's tax strategy work on our real estate portfolio was exceptional. The structure changes alone saved us six figures. Genuinely world-class advice.

Danielle Fort
Managing Partner - Fort Capital Group, Toronto
"

James stepped in as our fractional CFO when we were preparing our Series A. His investor-ready model was instrumental in closing our $3.2M round.

Priya Anand
Founder - Clovr Health, Toronto
Pricing

Transparent investment,
measurable returns

Every engagement is scoped to your business. Use these as starting anchors, final pricing depends on entity complexity, revenue, and services selected.
Foundations
Monthly bookkeeping + payroll + annual tax
Starting from
$799
/month
Advisory
Reporting + tax strategy + financial dashboards
Starting from
$1,499
/month
Executive
Full suite + fractional CFO (4 hrs/mo)
Starting from
$2,999
/month
Request a Custom Quote
Tell us about your business and we will send a tailored proposal within 24 hours.
Ledger Lane Insights

Financial intelligence
you can act on

Tax Strategy
SR&ED Credits: Are You Leaving Money on the Table?
8 min read | November 2024
Read article
Cash Flow
Building a 13-Week Cash Flow Forecast Your Team Will Trust
6 min read | October 2024
Read article
CFO Advisory
When Does an SME Actually Need a Fractional CFO?
5 min read | September 2024
Read article
Strategy Call
Let us show you what financial clarity looks like
A 30-minute strategy call with one of our CPAs. No sales pitch, just a candid assessment of where your numbers stand and what they could look like.
1
Tell us about your business
Type, revenue, current challenges
2
Select your services
Bookkeeping, tax, CFO, or the full suite
3
Pick your time
Schedule a 30-min call with a CPA
4
Get matched
We assign the right advisor for your sector
Business
Revenue
Services
Schedule
What type of business do you run?
What is your annual revenue range?
Which services interest you?
Schedule your 30-min call
LL
Ledger Lane Advisor
Online now
Welcome to Ledger Lane. Are you looking for bookkeeping, tax strategy, or CFO advisory? I will match you with the right advisor.