Turn Tax planning from a headache
into a strategy.
Tax support from your Virtual CFO that minimizes surprises and protects your income.
Tax planning for
your small business
We’ve all had that sinking feeling of opening a surprise tax bill or realising you’ve missed a deadline. For too many business owners, tax feels like a yearly panic instead of a year-round plan.
That’s where we come in.
As your Virtual CFO, we integrate planning into your business and personal finances so there are no surprises, so you’re free to focus on growing your business.
What’s included:
Corporate and personal return preparation
Seamless integration so both sides of your finances work together.
Quarterly reviews and estimated tax planning
No more year-end surprises; you’ll know exactly where you stand every quarter.
CRA-compliant documentation and reminders
From filings to forms, we keep you covered and on schedule.
Tax built into your bigger picture
Connected with bookkeeping, payroll, and VCFO reporting for a clear, all-in-one system.
I have been consistently impressed with the exceptional service provided by YBL. Their attention to detail, professionalism, and commitment to delivering accurate and timely financial insights have significantly streamlined our operations for our corporation.
As your Virtual CFO, we make tax planning less about paperwork and more about progress.
Take the first step
Who we work with
We provide tax planning, bookkeeping, and Virtual CFO services for small business owners across Canada.
What makes YBL a perfect fit for your tax need:
You want to stop being surprised by taxes
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We plan ahead with quarterly reviews and clear estimates, so you always know what’s coming.
You’re tired of reactive advice
We provide timely, proactive tax planning that fits your goals, not just year-end compliance.
You need business and personal taxes to align
We integrate both sides of the picture, ensuring your overall strategy works together.
How it works
Book the insight analysis
Meet with an expert CFO who is invested in your success. In 60 minutes, we’ll review your tax approach, highlight risks, and identify opportunities.
Get a strategic review with clear next steps
Within 48 hours of your Insight Analysis, you’ll receive a jargon-free report with tax-saving strategies and actionable recommendations.
Start with the service that fits your needs and pace
Whether it’s tax planning on its own or part of our integrated VCFO service, we’ll build a system that works for your business and your future.
Take the first step
Common questions
A Virtual CFO is your strategic partner for confident business decisions.
See what’s coming, save more, and move forward with confidence.
