Small Businesses

Expert Financial Support for Small Business Owners

Whether you’re a sole proprietor, incorporated professional, or growing team, you need reliable accounting guidance that meets you where you are. At Ralph & Levinson, we understand the realities of running a small business—because we’ve built one ourselves.

HomeIndustries We Serve → Small Businesses

Accounting That Works as Hard as You Do

Your time is valuable. We make sure it’s not wasted chasing paperwork, figuring out tax deadlines, or second-guessing compliance. Our services are tailored to support the practical, day-to-day needs of small business owners in BC and Alberta.

At Ralph & Levinson, we offer:

  • Year-end financial statements & compilation engagements

  • T1 & T2 tax filings with integrated planning

  • GST/HST, PST, WCB, and EHT compliance

  • Budgeting, forecasting, and business advisory

Why Small Businesses Work With Us

Plain Language, Actionable Advice

We translate financial data into practical insights—so you always know where you stand and what to do next.

Built Around Your Priorities

Whether you’re maximizing deductions, planning for tax season, or exploring growth opportunities, we align our advice with your short- and long-term goals.

Proactive, Not Reactive

We work with you year-round—not just at tax time—to help you avoid surprises, plan smarter, and make confident decisions when they matter most.

Local Insight, National Knowledge

From Victoria’s local market nuances to CRA’s evolving requirements, we bring a depth of understanding that’s both community-based and regulatory-savvy.

Responsive, Relationship-Driven Service

You won’t be routed through a call centre. You’ll work with a dedicated team who knows your business, respects your time, and is quick to respond when you need us.

Services Designed for Small Business Owners

Practical Accounting Services That Fuel Growth

Corporate Tax Planning & Preparation
  • Incorporation & Business Structuring

  • Strategic Year-End Tax Planning

  • CRA-Compliant T2 Returns

Personal Tax Preparation & Advice
  • T1 Filing & Optimization for Owners

  • Coordinated Tax Planning for Business Owners

  • Tax Optimization for Business and Personal Income

Business Growth & Transition Planning
  • Preparing Financials for Business Loans or Financing

  • Strategic Planning for Expansion or New Revenue Streams

  • Guidance for Growth, Ownership Changes, or Exit Planning

Business Growth & Transition Planning
  • Preparing Financials for Business Loans or Financing

  • Strategic Planning for Expansion or New Revenue Streams

  • Guidance for Growth, Ownership Changes, or Exit Planning

Cash Flow & Budget Planning
  • Forecasting for Seasonal or Growth-Based Businesses

  • Cost Analysis & Margin Optimization

  • Short- and Long-Term Budget Development

GST/HST & PST Filing Support
  • BC & Alberta Sales Tax Compliance

  • CRA & PST Registration Assistance

  • Filing Support for BC, Alberta & Cross-Border Sales (if applicable)

Can’t Find What You’re Looking For?

We offer a wide range of accounting and advisory services tailored to small businesses, incorporated professionals, and entrepreneurs.

How We Work With Small Businesses

A Clear, Practical Process That Respects Your Time

Our onboarding and engagement process is designed to keep things simple, transparent, and effective—from the first meeting to ongoing support.

Discovery & Goal Setting

We meet to understand your business, current systems, and goals—so we can build the right support plan.

Organize & Review

We gather relevant documents, assess your tax position and compliance, and identify ways to increase efficiency.

Action & Optimization

We take care of filings, structure improvements, and process updates—keeping everything timely and accurate.

Ongoing Support

As your business evolves, we remain actively involved—checking in, offering tailored advice, helping you plan for the road ahead.

Let’s Talk About Your Business

Your accounting firm should make your life easier—not more complicated. Fill out the form below and let’s have a no-pressure conversation about how we can help.