Business Owners

We’ve helped many business owners succeed. Let us support the growth of your business.

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We specialize in working with owner-managed businesses.

As a business owner, wouldn’t it give you great piece of mind to have an advisor on call? A team of experts with rigorous financial training and the knowledge gained from providing oversight and guidance to hundreds of other entrepreneurs and their ventures? You can have that advice. Stern Cohen is available with the business advisory services you need, when you need them. We’re an essential service when it comes to your success. If you are establishing a new business or practice, or your business can benefit from expert guidance, we will match you with a specialist in your industry who can provide the services and the advice to take your venture to the next level.

We help business owners and family businesses with:

  • Accounting, tax and business advisory
  • Corporate organization or re-organization, creation of a corporate structure which allows an efficient sale of a business in the future
  • Compliance tax and tax planning
  • Strategic planning including estate freeze, redemption formula, profit sharing plans
  • Pension planning for retiring generations
  • Business and real estate valuation
  • Succession or generational transition planning
  • Conflict resolution processes
  • Estate planning
  • Connections with reputable bankers, law firms and other professionals required
  • Internal controls and fraud prevention
  • Bookkeeping and payroll
  • Expanding to the US and cross border tax implications
  • Introduction to advanced concepts such as holding companies, S85 rollovers
  • Receiving contracts from foreign companies
  • Audit and review of financial statements as required by bank, venture capitalist, listed companies
  • Review of budgets and projects to be used in business proposals for venture capitalists
  • Cash flow projections
  • Management advice
  • Income tax planning that integrates corporate planning and personal planning
  • Structuring of purchase agreements to reduce tax burden on sale of shares
  • Business financing
  • Mergers and acquisitions
  • Reorganizations
  • Divestitures

Client reviews

Selecting an accounting firm is an important decision. We think our clients’ testimonials will provide you with some reassurance.

More reviews
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  • National Nutrition logo
  • Logo of client Bilingual Source
  • Skin Worthy logo

Professional, excellent service, they understand our needs and value building a sustainable relationship.

ISG Transportation Andrew Silvestri

Outstanding results and intelligent, practical advice. Informative and accurate monthly packages that help us to make the right decisions. Higher level tasks (such as Review Engagement year end statements) effectively carried out and well worth the investment in Stern Cohen’s capable hands.

National Nutrition Darren Firth, CEO

Working with Stern has been a big competitive advantage for our business. They are extremely knowledgeable and have been able to help us restructure ourselves many times over. I would strongly suggest engaging with them as they are the best.

Bilingual Source Greg Benidiba, Owner

As our business has grown and changed in complexity, Stern Cohen has matched our needs. We rely on them and they have quickly gained our trust. We have and will continue to recommend them to friends and colleagues.

Hemsworth Medicine Professional Corporation o/a Skin Worthy Cody Hemsworth, Owner
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Family Business

Today in Canada, 80 to 90 percent of businesses are family-owned. Our team has a deep understanding of the special needs of the family enterprise and the issues often faced. Engaging with a Stern Cohen Partner will give you an experienced and objective vantage point from which to chart a road map for your family’s financial well-being.

For more information about how a partnership with Stern Cohen will work for you, we invite you to contact us.

Other Clients

Bookkeeping and Virtual CFO

Pay less than hiring in-house with better service, deeper expertise, and greater value!

Accounting & Audit

Financial reporting is critical to the success of a business or nonprofit. We can help.


We handle business tax. Our team of tax specialists get rave reviews.

Estate Planning & Trusts

Out Tax Partners are designated Trust and Estate specialists. You'll benefit from their expertise.

Business Advisory

We’re looking at the big picture and a comprehensive plan for your business.