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    Welcome to Nancy B. Lee Professional Corporation
    Chartered Professional Accountant

CHARTERED PROFESSIONAL ACCOUNTANT
AND LICENSED PUBLIC ACCOUNTANT

We provide innovative and cost-effective solutions and experience to address our clients' business needs.

Nancy B. Lee Professional Corporation has been providing professional services to small businesses and entrepreneurs across the Greater Toronto Area since 1998.

At Nancy B. Lee Professional Corporation, you will find business advisors who can help you develop long-term strategies to help your business grow.

  • Work with an Informed Opinion

    Now more than ever, you need someone you can count on for sound business advice. A knowledgeable, impartial advisor can make the difference between surviving and thriving.

  • Work with a True Business Partner

    We believe in the value of relationships and treat every client like a true partnership.

    We are committed to providing close, personal attention to our clients through a wide range of business services, including accounting, audit, personal and corporate tax compliance, planning and financial advisory to allow you to focus on your business.

Service Features

Our specialties include franchising, OSAP compliance audit for private schools, IFRS conversion, quarterly financial statements and MD&As for public companies.

 ASSURANCE & ACCOUNTING SERVICES

Audit, review and compilation services, providing value beyond compliance.

 TAX COMPLIANCE & PLANNING

Personal, corporate, partnership and trust filings and planning strategies to help navigate complexities.

 BUSINESS ADVISORY

Personalized business consulting and advisory services to support you through obstacles and find opportunities.

CLIENT SERVICES SUMMARY

Specialized Services for our Business Partners

Auditing & Accounting

AUDIT, REVIEW, COMPILATION, SPECIAL ASSURANCE REPORTS AND OUTSOURCED ACCOUNTING SERVICES

Corporate

TAX COMPLIANCE, PLANNING STRATEGIES AND SALES TAX

Personal

TAX PREPARATION, PERSONAL TAX RETURNS, NON-RESIDENT INCOME TAX, TAX CONSULTING

Payroll Services

HUMAN CAPITAL AND COMPENSATION ADVISORY, TAX FILINGS

Management Consulting and Business Advisory

BUSINESS PROCESS REVIEW AND ADVISORY

Fractional CFO Services

OUTSOURCED CFO AND CONTROLLERSHIP SERVICES

CLIENT SERVICE CAPABILITIES

Consultative services to suit your needs

Assurance & Accounting

AUDIT, REVIEW, COMPILATION, SPECIAL ASSURANCE REPORTS AND OUTSOURCED ACCOUNTING SERVICES

  • Timely preparation of quality financial information, including compilations
  • Efficient and cost effective financial statement audits and reviews
  • Special purpose assurance reports and specific procedures (OSAP audits)
  • ASPE and IFRS conversion services
  • Internal audits
    •

    Corporate & Personal

    TAX PLANNING & COMPLIANCE

  • Purchase and sale of your business
  • Transactions and tax implications
  • Shareholder and employee remuneration
  • Use of investment and holding companies
  • Tax implication of doing business in Canada
  • Planning services to minimize income tax by identifying opportunities and avoiding pitfalls
  • Corporate, personal, trust and partnership tax returns
  • Elections and information returns
  • Non-profit taxation
    •

    HST/GST SERVICES

  • Review existing GST/HST rules
  • Advise Canadian and non-Canadian companies on GST/HST implications of doing business in and outside of Canada
  • Audit representation
  • General consulting, including research and planning
  • Tax refunds and expemptions
    •

    Payroll Services

    HUMAN CAPITAL AND COMPENSATION ADVISORY, TAX FILINGS

  • Human capital, employee resource and compensation review and advisory
  • Accurate gross-to-net salary calculations for each period
  • Employee pay slips
  • Cheque printing and direct deposits to employee accounts
  • Per-period payroll reports
  • Records of Employment (ROE)
  • Year-end tax slips (T4, T4A, Releve 1 and Releve 2) and government summaries
    •

    Management Consulting and Business Advisory

    BUSINESS PROCESS REVIEW AND ADVISORY

  • Review of financial and operational processes and procedures
  • Regulatory and statutory compliance
  • Business restructuring
  • Corporate finance and fund raising
  • Acquisitions and divestitures
  • Financial planning and analysis
  • Budgeting and business plans, proposals
  • Preparation of future-oriented financial information
    •

    Fractional CFO Services

    OUTSOURCED CFO AND CONTROLLERSHIP SERVICES

  • Lead finance teams or fully outsource financial reporting requirements, including public company compliance
  • Financial planning and analysis, providing useful, accurate and timely information to key decision makers in the organization, such as budgets, forecasts, etc.
  • Monitor financial performance of the business, including early identification of potential issues
  • Advise on acquision, divestiture and expansion plans
  • Provide added confidence to investors and creditors
  • Tax compliance and planning, including identification of opportunities for tax savings and avoiding costly tax planning errors
    •

    Highly Recommended

    99% of our customers recommend us!

    "Nancy and her team are extremely knowledgeable when it comes to any tax issues we've faced with border agents. Cash mangement is imperative when it comes to our import and export business, and it is so great to have Nancy in our corner. She is an expert when it comes to tax planning for my business!"

    customer Owner of one of the largest importers of Korean Cosmetic Products in Canada;/ a client since 2017

    "As a franchisor, I was looking to open a number of franchises in Toronto. Nancy helped ensure that my franchise met all of the Ontario government's requirements. After establishing my first franchise, she devised an expansion plan for me, resulting in more than 15 franchise locations since 2012!"

    customer Franchisor of popular Korean fast food restaurant with over 20 locations across Canada / a client since 2011

    "As a part of our reporting requirements to the parent company, a local audit under IFRS is required. Nancy's expertise with consumer products and the food and beverage industry means she understands our business and is able to get through the audit in a timely manner, given the quick turnaround required after year-end."

    customer Internationally recognized South Korean food and beverage public company ; / a client since 2011

    "We have been working with Nancy for more than a decade now and have found her to be indispensable to the success of our company. She and her team prepare audited financial statements in accordance with IFRS and navigate our Korea Stock Exchange Posting. Thank you Nancy!"

    customer Non-profit organization food and beverage public company ; / a client since 2018

    Contact Us

    Make contact for more details

    Nancy B. Lee Professional Corporation

    319 Sheppard Avenue E, Toronto, Ontario, M2N 3B3

    information@nancyleeca.com

    (416) 221-2009