No holistic wealth management service is complete without bookkeeping. Our back office accounting for high-net-worth business owners and entrepreneurs integrates your professional and personal finances to find new opportunities and exponential growth.
No matter your tax situation, our team can help you manage your accounts and exceed expectations.
No one works harder to deliver accurate monthly payroll and quarterly insights that propels your net worth.
We work with a wide spectrum of clients from single-business owners to multi-location corporations.
Our timely check-ins and intuitive platform ensure your day-to-day corporate accounting and tax planning are well taken care of. We offer three tiers of accounting services, listed below.
Includes everything listed in previous tiers, plus:
Includes everything listed in previous tier, plus:
Once you start with us, we’ll help you fully onboard and get your documents in order.
Monthly bookkeeping begins right after onboarding, includes monthly payroll and HST filings.
We’ll provide quarterly reporting and financial analysis to keep you at the peak.
At the end of the year, we’ll compile trail balances for annual tax filings.
We believe every aspect of your wealth is connected. Which is why our model offers clients the whole package, not just a single service.
To give our high-net-worth clients the consideration and services they deserve, we’ve capped our firm at 100 clients. Talk with us to find out if you qualify.
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Important Investment Services Disclosure
Designed Securities Ltd. is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Kismet Wealth Securities, an approved trade name of Designed Securities Ltd. Only investment-related products and services are offered through Designed Securities Ltd/Kismet Wealth Securities and covered by the CIPF. Wealth Management, Financial Planning, Insurance, Mortgage and Bookkeeping services are provided through Kismet Wealth Group Corp. and or related corporations. Kismet Wealth Group Corporation is an independent company separate and distinct from Designed Securities Ltd/Kismet Wealth Securities.