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.
INSURANCE ADVice - SECURE YOU, YOUR BUSINESS, EMPLOYEES AND FAMILIES
Health Insurance & Benefits for individuals, employees and families
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 INSURACE FOR BUSINESS OWNERS
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 for your business
Bookkeeping Services
When you have outgrown doing the books yourself but not ready to hire an in-house full-time bookkeeper or controller.
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.
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.
Tax Controversy
If you are thinking ahead about selling at some point, and you would like to get advice on value creation, maximizing the sell price, identifying buyers and more.
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.
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.
specialty tax, tax planning & advisory servcices
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.
Selling Your Business
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.
Tax Controversary
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.
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.
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
Immigration Law
Employment Law
Business Law & Disputes
Wills, Estates & Trusts
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.