Exclusive Business
Advisory Services for Members
As a valued member, you have exclusive access to SOHO’s business advisory services. We will connect you to our vetted and highly trusted advisors and subject matter experts to help you with your business questions or challenges.
Below is a comprehensive list of professional advisory services. SOHO Advantage members can connect to a a trusted advisor that is a qualified subject matter expert. Receive a complimentary consultation to learn about your business challenges or needs.
INSURANCE ADVice - SECURE YOU, YOUR BUSINESS, EMPLOYEES AND FAMILIES
Health, Dental, Disability, Travel Insurance & Benefits
Secure you, your family and your employees by becoming part of the SOHO Group Health Benefits Plan. SOHO Members receive group plan savings along with access to many insurance products and services including health, dental, prescription drugs, travel, short and long term disability, and more. Learn more from a SOHO Insurance Advisor, customize a plan that works best for you and get a free quote today.
Life Insurance for Business Owners, Employees, & Families
You’ve worked hard to build financial security — and need to take the right steps to protect both your family and your legacy. Insurance plays a key role in wealth preservation and legacy planning. However, it can be challenging to ensure that your insurance coverage aligns with your future needs and goals. Ge seamless experience from expert that meets your short-, medium-, and long-term goals.
Financial Accounting & Reporting, Specialty Tax services
Audits, Review Engagements, Notice to Reader
When you have to demonstrate your financial health to your bank, investors and/or shareholders.
Financial Reporting - GST / PST
When you need help to prepare and submit your financials, GST, PST for compliance with CRA and other institutions.
Bookkeeping Services
When you have outgrown doing the books yourself but not ready to hire an in-house full-time bookkeeper or controller.
Tax Controversy - CRA Disputes
Tax controversy describes tax disputes that arise between tax collection entities such as the Canada Revenue Agency (CRA) and Canadian taxpayers. We work with you to prevent, manage and resolve tax disputes with CRA and other tax collecting entities in a way that reduces your tax costs and minimizes disruptions. We then go one step further by developing strategies and policies to protect your business in the event of future audits and disputes.
CFO For Hire
When you have a bookkeeper or controller but need to elevate your game with an experienced CFO but not ready to hire one full-time. Fractional CFO services provide part-time, high-level strategic financial leadership and forecasting for businesses that need executive expertise without a full-time salary.
Expatriate Tax
Navigate the complex tax obligations that arise when people live or work in a country other than their home country. Get help with income tax preparation, compliance with reporting requirements, avoid double taxation, payroll solutions for mobile employees, assistance with CRA/IRS.
Cross Border Tax & Specialty Tax
Doing business in the U.S or internationally? .A thorough understanding of tax, legislation, and compliance requirements in the countries in which you operate will minimize your risk exposure.
Get access to subject matter experts with firsthand knowledge and experience navigating cross-border complexities.
Tariffs, Duties, Customs & Transfer Pricing Remodelling
If you are a manufacturer exporting goods outside of Canada, get ahead of the tariffs, ensure you are compliant and remodel your transfer pricing to ensure you are maximizing the tax benefits.
family office, tax planning & advisory services
Insolvency, Business Recovery & Personal Debt Solutions
When your business is going through challenges or you are a business owner experience overwhelming debt, it's time to get sound advice from qualified licensed subject matter experts.
Selling Your Business
Are you at the point where you want to consider selling your business? Whether it’s assistance in selling your company, financing to fund your growth strategy, due diligence on an impending transaction or other M&A activity — you require innovative and effective corporate finance solutions tailored to your specific needs.
Succession Planning
Whether the succession of your business is going to your family, employees or another and you need advice on the structure and tax implications.
Mergers & Acquistions (Selling or Buying) & Due Dilligence
Buying or Selling a business? M&A advisory helps companies buy, sell, or merge with other businesses by providing strategic, financial, and negotiation support. Core areas include:
- Valuation modelling
- Strategy development
- Due diligence to uncover risks
- Negotiations and deal structuring
- Manage the entire process
Government Incentives & Grants
SR&ED Tax Credits
Basic research (advancing knowledge), applied research (knowledge with a specific aim), and experimental development (creating/improving materials, devices, products). Support work includes: engineering, design, operations research, computer programming, or data collection directly supporting eligible R&D. Eligible Expenses: Salary or wages for employees directly engaged in the work, materials consumed or transformed during the R&D process, contractor fees (specifically for Canadian contractors at arm's length).
Clean Tech Tax Credits
Canada's Clean Technology Investment Tax Credit (ITC) offers a 30% refundable tax credit for businesses investing in eligible net-zero, clean electricity, and clean tech manufacturing equipment between March 28, 2023, and 2034. This credit reduces capital costs for solar, wind, storage, and zero-emission vehicles, with rates tapering down to 5% by 2034.
Legal Services
Get sound advice from specialized legal experts. We have specialist in many areas including:
- Incorporations and Business Structure
Employment Law
- Partnerships & Shareholder Agreements
- Contract Drafting & Review
- Incorporations
- Immigration Law
- Business Law & Disputes
- Wills & Estates
- and more
Tell us your legal challenge or need and we will connect you to the right subject matter for a free consultation.
Digital Transformation & Technology Solutions
The Business of AI
For businesses that want to learn how to utilize Artificial intelligence and realize ROI to save time, cut costs, and automate repetitive chores like scheduling, customer support, and marketing. Get advice on the best tools such as Co-Pilot, Gemini, ChatGPT and how to implement them in your business.
Cyber Security & Privacy
Don't comprise your data and your customers privacy. Small business cybersecurity requires protecting digital assets, networks, and customer data through essential safeguards. Get a free consultation to secure you and your business.
Managed IT Services
Simplify your IT operations and focus on what you do best by outsourcing some or all of organization's you IT needs including (but not limited to) IT Support & Service Desk, Managed Security, 24/7 Monitoring & Management, Application Management, Cloud Management, and more.
Technology Solutions
Connect to vetted Microsoft and AWS Solution Partners that can develop a technology roadmap and get you access to preferred and cost-effective subscription fees as well as solution partner incentives and rebates. Build your technology framework in line with your business needs and future growth.
How can we help you?
Complete the request form below and we will connect you to an advisor.