Home / About the firm
Home / About the firm
About the firm
About the firm
About the firm
Replace this with your own story. The strongest version answers one question directly: why did you start this practice, and what do you do differently because of it?
Replace this with your own story. The strongest version answers one question directly: why did you start this practice, and what do you do differently because of it?
01 The practice
01 The practice
Small on purpose.
Small on purpose.
Small on purpose.
Write two or three short paragraphs here about how the firm started and who it serves. Specific detail earns more trust than adjectives — the year you started, the kind of client you take on, the type of work you decline.
Write two or three short paragraphs here about how the firm started and who it serves. Specific detail earns more trust than adjectives — the year you started, the kind of client you take on, the type of work you decline.
Readers are trying to work out whether you handle businesses like theirs. Tell them plainly. A sentence such as “most of our clients are owner-managed businesses between five and fifty staff” does more work than a paragraph about excellence.
Readers are trying to work out whether you handle businesses like theirs. Tell them plainly. A sentence such as “most of our clients are owner-managed businesses between five and fifty staff” does more work than a paragraph about excellence.
How we work
How we work
01
01
Fixed scope and fixed fees, agreed in writing first
Fixed scope and fixed fees, agreed in writing first
02
02
The person who scopes your file is the person who signs it
The person who scopes your file is the person who signs it
03
03
Plain language in every report, no jargon by default
Plain language in every report, no jargon by default
04
04
Replies within one business day
Replies within one business day
05
05
Your data stays yours, in subscriptions under your name
Your data stays yours, in subscriptions under your name
02 The people
02 The people
Who you will
actually deal with.
Who you will
actually deal with.
Who you will
actually deal with.
Replace these with real photographs and biographies. Headshots against a plain background photograph best in this layout.
Replace these with real photographs and biographies. Headshots against a plain background photograph best in this layout.
CPA, CA · Founding partner
CPA, CA · Founding partner
Partner name
Partner name
Years in practice, previous firms, designations, and the work they personally handle.
Years in practice, previous firms, designations, and the work they personally handle.
CPA, CGA · Tax
CPA, CGA · Tax
Partner name
Partner name
Years in practice, previous firms, designations, and the work they personally handle.
Years in practice, previous firms, designations, and the work they personally handle.
Bookkeeping manager
Bookkeeping manager
Manager name
Manager name
Years in practice, previous firms, designations, and the work they personally handle.
Years in practice, previous firms, designations, and the work they personally handle.
Payroll administrator
Payroll administrator
Team member
Team member
Years in practice, previous firms, designations, and the work they personally handle.
Years in practice, previous firms, designations, and the work they personally handle.
CPA, CA · Founding partner
Partner name
Years in practice, previous firms, designations, and the work they personally handle.
CPA, CGA · Tax
Partner name
Years in practice, previous firms, designations, and the work they personally handle.
Bookkeeping manager
Manager name
Years in practice, previous firms, designations, and the work they personally handle.
Payroll administrator
Team member
Years in practice, previous firms, designations, and the work they personally handle.
03 Credentials
03 Credentials
The boring
but important part.
The boring
but important part.
The boring
but important part.
Only list what you can evidence. Professional bodies restrict how designations and claims may be used in advertising.
Only list what you can evidence. Professional bodies restrict how designations and claims may be used in advertising.
01
01
Registered firm
Registered firm
Registered with your provincial CPA body. Add the registration detail you are permitted to state.
Registered with your provincial CPA body. Add the registration detail you are permitted to state.
02
02
Professional insurance
Professional insurance
Professional liability insurance carried as required by the profession.
Professional liability insurance carried as required by the profession.
03
03
Ongoing education
Ongoing education
Continuing professional development maintained annually by all designated staff.
Continuing professional development maintained annually by all designated staff.
04
04
Data handling
Data handling
Client information handled under Canadian privacy legislation. See the privacy policy.
Client information handled under Canadian privacy legislation. See the privacy policy.
01
Registered firm
Registered with your provincial CPA body. Add the registration detail you are permitted to state.
02
Professional insurance
Professional liability insurance carried as required by the profession.
03
Ongoing education
Continuing professional development maintained annually by all designated staff.
04
Data handling
Client information handled under Canadian privacy legislation. See the privacy policy.
Book a consultation
Book a consultation
Come and see whether
we are a fit.
Come and see whether
we are a fit.
Come and see whether
we are a fit.
No pitch and no obligation. Twenty minutes on your situation, and an honest answer about whether this firm is the right size and shape for your business.
No pitch and no obligation. Twenty minutes on your situation, and an honest answer about whether this firm is the right size and shape for your business.
Book a consultation
Call the office
01
Fixed scope and fixed fees, agreed in writing first
02
The person who scopes your file is the person who signs it
03
Plain language in every report, no jargon by default
04
Replies within one business day
05
Your data stays yours, in subscriptions under your name
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline
Ledgerline
Chartered Professional Accountants
Street address · City, Province, Postal code
Firm
Information on this website is general in nature and is not accounting, tax or legal advice. Filing dates vary with your fiscal year-end and move when they fall on a weekend or public holiday. Speak with us about your own circumstances before acting.
© 2026 Ledgerline. All rights reserved.
Registered with CPA Ontario
Ledgerline