Empowering

your finances

Elevate your financial strategy with expert tax,
bookkeeping, and accounting services tailored for you.

Proudly recognized for award-winning distinction in accounting excellence.

Recipient of University of Toronto's Excellence Through Innovation Award in 2014

Honorable mention for the Canadian Association of University Business Officers Award in 2016

Recipient of University of Toronto's True Blue Monthly Award for Leadership in 2022

About Us

An Expert Accountant and Educator: Bridging Knowledge with Real-World Solutions While Delivering Exceptional Tax and Consultation Services.

UM

Usama Makary

CPA, CGA, MBA

Hello and welcome. I’m Usama Makary, and at the heart of my accounting practice lies a simple, yet profound commitment: to offer you not just services, but solutions that genuinely make a difference in your financial journey. For me, this mission is more than a professional choice; it’s a personal calling, deeply rooted in a blend of extensive education and real-world experience.

From the moment I began my journey, earning my B.Sc. in Accounting and further solidifying my expertise with an MBA from Laurentian University, and becoming a Certified Professional Accountant (CPA/CGA) in Ontario, I envisioned a practice where each client’s success is paramount. This vision has been my guiding light, leading me to not only excel in the field but also share my knowledge as a part-time professor at Durham College. Teaching and developing courses on Human Resources Information Systems, Personal Finance Planning, and Taxation for Business, I’ve had the unique privilege of shaping future professionals while staying on the cutting edge of accounting and financial planning.

My dual role as an educator and practitioner equips me with the unique ability to demystify complex financial concepts, making them accessible and actionable to you. Whether it’s navigating through personal financial planning, optimizing business processes, or devising effective taxation strategies, my approach is always personalized, aiming to not only meet your needs but exceed your expectations.

Join me, and let’s embark on a path to financial clarity and security, underpinned by a foundation of trust, education, and unmatched expertise. Your goals are my goals, and together, we can achieve them.

Our Services

Comprehensive Financial Services Tailored for Your Success.

Accounting & Bookkeeping

Navigating financial complexity with precision and care
  • Comprehensive Bookkeeping Solutions: Accurate and timely recording of all financial transactions to ensure your books are always up-to-date.
  • Financial Reporting and Analysis: Detailed monthly, quarterly, and annual financial reports offering insights into your financial health, enabling informed decision making.
  • Budgeting and Forecasting: Assistance in budget preperation and financial forecasting to support your strategic planning and financial engagement.

Payroll Services

Simplifying payroll, empowering people
  • Full-Service Payroll Processing: Complete payroll solutions, from calculating pay and deductions to filing necessary reports and managing year-end forms.
  • Compliance and Tax Reporting: Ensuring adherence to local, provincial and federal payroll regulations and tax obligations, minimizing risks and penalties.
  • Employee Payroll Inquiries: Providing timely and confidential handling of all payroll-related employee questions and concerns.

Personal & Corporate Taxes

Strategic tax solutions for optimal financial health
  • Tax Preperation and Filing: Expert preperation and timely filing of personal and corporate tax returns, tailored to maximize deductions and minimize liabilities.
  • Tax Planning and Consulting: Strategic tax planning services to optimize your tax position and provide guidance on tax-efficient decision-making throughout the year.
  • CRA Representation: Professional representation in dealings with tax authorities, including audits, inquiries, and disputes, ensuring your rights are protected.
Usama is a ‘natural business thinker’ by that I mean he puts 100% effort behind understanding the business model or challenge before applying his analytical and fundamental skills. He came to work with enthusiasm, professionalism and deep sense of pride for his contribution to a project or financial report. As his form supervisor, he made a positive contribution to my team and would consider him to be a role model in his industry.
AB

Jim Voudouris

Financial Advisor at Raymond James Ltd

Going the Extra Mile

In a world where financial challenges can seem daunting, having a trusted partner to guide you through the complexities of accounting, payroll, and tax planning is invaluable. With Usama Makary, you gain more than just a service provider; you gain a partner committed to your financial well-being and success. I believe in building lasting relationships with my clients, underpinned by trust, transparency, and tailored solutions that not only meet but exceed your expectations.

Take the first step towards financial clarity and confidence today.