Welcome to
Our team
Ugo Cloutier, CPA auditor, CITP
Audrey-Maude Pelletier
Alycia Bourque
Anastasia Lemaçon
Welcome to CFO+CO, where finance expertise meets innovative solutions ! We are a bold and edgy financial services firm that caters to the needs of corporations, individuals, and trusts. Our mission is to be the secret weapon for founders and entrepreneurs, providing them with unparalleled financial support and guidance.
At CFO+CO, we understand that navigating the intricate world of finance can be daunting. That's why we've assembled a team of seasoned professionals who are passionate about helping businesses and individuals thrive. With our modern, tech-driven approach, we bring a fresh perspective to the traditional CFO and accounting services.
For corporations, we offer a comprehensive range of services to support your financial needs. From all-inclusive packages that cover bookkeeping, payroll management, sales taxes, year-end processes, financial statements, and government compliance, to strategic support from our qualified experts acting as your virtual CFO, we are your trusted partner in achieving financial success. We also provide guidance in mergers and acquisitions, financing options, and tax planning and optimization strategies that can propel your business forward.
When it comes to individuals, we specialize in providing personalized financial services. Our expert team excels in preparing annual tax returns, ensuring accurate and compliant filings for even the most complex cases. With transparent pricing, you'll always know what you're paying upfront, eliminating any surprises. Every tax return is reviewed by a CPA to guarantee the highest level of quality in our tax services. We also provide guidance on international tax matters, self-employment, income properties, and explore opportunities for tax credits and grants to fuel your personal financial growth.
Trusts play a vital role in our global wealth management solutions. Our experienced team understands the intricacies of inter vivos and testamentary trusts, providing comprehensive services that cover compliance, tax planning, and optimization. Whether you require asset protection, LCGE optimization, or efficient distribution strategies, we are here to guide you every step of the way.
At CFO+CO, we pride ourselves on our dedication to excellence, transparency, and tailored solutions. Our modern approach, combined with our fierce commitment to delivering outstanding results, sets us apart in the industry. Trust in our expertise, whether you're a corporation seeking financial stability and growth, an individual looking for comprehensive tax services, or a trust seeking strategic guidance in wealth management.
Discover the power of having CFO+CO by your side. Contact us today to experience finance in a whole new way.