Law Firms

## **Accounting for Lawyers and Law Firms** **Support designed for legal professionals who value accuracy, structure, technology, and long-term financial strategy.** Whether you are an independent lawyer, part of a partnership, or managing a growing practice, Rotaru CPA provides accounting and advisory services tailored to the unique financial and regulatory needs of the legal industry. --- ## **We Understand the Legal Practice Model** Law firms face a combination of regulated workflows, high documentation standards, and complex financial structures. From trust accounting and retainers to partner compensation and multi-entity operations, legal accounting requires precision and proper configuration. We work with: - Solo practitioners - Professional corporations - Multi-partner firms - Virtual and hybrid law practices - Firms operating across multiple jurisdictions Our goal is to support your financial framework so you can focus on delivering exceptional legal counsel. --- ## **Key Challenges and Questions We Help Solve** - How do I decide between operating as a sole practitioner or forming a Professional Corporation - What is the best approach to structuring partner compensation - How do I manage trust accounting and ensure compliance - Which expenses qualify and how should they be documented - How do I minimise tax while planning for growth and retirement We provide clear, practical guidance designed specifically for legal operations. --- ## **How We Support Legal Professionals** ### **Entity and Compensation Strategy** We help determine the right structure for your practice and create an income approach that aligns with tax efficiency, lifestyle planning, and long-term growth. ### **Trust Accounting and Compliance Guidance** We support proper financial controls, trust ledger setup, and documentation so compliance becomes manageable rather than overwhelming. ### **Cloud Bookkeeping and Practice Integration** We use secure cloud tools to track revenue, expenses, retainers, legal software fees, and vendor payments, creating a reliable and organised financial environment. ### **Tax Planning and Annual Filings** We optimise both personal and corporate tax outcomes, manage annual filings, and provide proactive planning throughout the year. ### **CRA Support and Risk Reduction** We maintain clean, well-documented records and support you in the event of a CRA review or request for clarification. --- ## **A Modern, Cloud-Based Experience** With secure digital tools, encrypted document sharing, and automated workflows, you can access your financial information at any time. This approach reduces manual administration and ensures your practice runs efficiently. --- ## **Our Process** 1. **Initial Consultation** We learn about your practice structure, priorities, and financial stage. 2. **Assessment and Strategy** We review your current systems and outline a clear plan tailored to your needs. 3. **Setup and Implementation** We configure your accounting systems and establish a reliable workflow. 4. **Ongoing Support** You receive ongoing advisory support, timely responses, and dependable reporting. --- ## **Why Rotaru CPA is the Right Fit for Your Firm** We are a strong fit if you: - Want structure and clarity in your financial operations - Prefer proactive tax planning rather than reactive filing - Value modern systems that reduce administrative burden - Seek a long-term accounting partner, not a one-time service --- ## **Next Step** Connect with us to learn how we support lawyers and law firms with specialised accounting, tax planning, and advisory services.

Medical Professionals

## **Accounting for Medical Professionals** **Specialised support for physicians, specialists, and healthcare practices who want modern systems, clear tax planning, and ongoing guidance.** As a medical professional, your time is valuable. Rotaru CPA provides accounting and advisory services designed to support the way the medical field operates in Canada. We help simplify your finances, optimise your structure, and ensure compliance so you can focus on patient care. ## **We Understand the Medical Profession** Most physicians eventually operate through a Medical Professional Corporation, which can provide tax deferral opportunities and long-term planning advantages. We work with medical professionals at every stage, including: - Residents and fellows beginning to build assets - Newly practising physicians making incorporation decisions - Established specialists seeking tax efficiency - Clinic owners and group practices requiring streamlined systems Our approach reflects how medical work is billed, reimbursed, and structured across hospitals, clinics, and private practice. --- ## **Common Questions and Challenges We Address** - When should I incorporate and how should I pay myself - What expenses are eligible and how should I track them - How do I manage income from multiple facilities or roles - How do I prepare for maternity or parental leave - What can I do to reduce taxes over the long term These are everyday concerns for our medical clients, and our team provides clear answers and practical solutions. --- ## **How We Support Medical Clients** ### **Incorporation and Structure Planning** We help you determine the right time to incorporate, set up your MPC correctly, and design an income approach that balances tax efficiency with personal goals. ### **Bookkeeping and Cloud Systems** We use secure cloud platforms to organise your income and expenses, manage documentation, and create a system that fits seamlessly into your workflow. ### **Tax Planning and Compensation** We optimise personal and corporate taxes, support investment planning, and help structure compensation so it serves both present needs and long-term goals. ### **Compliance and CRA Support** We manage corporate filings, payroll, and reporting requirements, while also providing support if the CRA requests clarification or begins a review. --- ## **A Modern, Cloud-First Experience** Our systems allow you to approve expenses, upload documents, and access reports from anywhere. You get clarity and efficiency without added administrative work. --- ## **Our Process** 1. **Discovery Call** A short conversation to understand your career stage, practice structure, and priorities. 2. **Assessment and Plan** We review your financial setup and outline a clear path forward. 3. **Implementation** We set up or refine your systems and ensure reliable financial management. 4. **Ongoing Support** You receive consistent guidance, timely filings, and direct access to our team. --- ## **Why Rotaru CPA is the Right Fit for Your Practice** You are likely a fit if you: - Want a long-term advisory relationship - Prefer proactive planning rather than reactive filing - Value modern tools and simplified workflows - Want clarity, stability, and trusted expertise --- ## **Next Steps** Connect with our team to learn how we support medical professionals with tailored accounting and tax planning.

Architects and Designers

## **Accounting for Architects and Design Firms in Canada** Support designed for architects, designers, and built-environment professionals who want clarity, efficiency, and long-term financial planning. Architecture and design practices balance creativity, technical work, phased billing, and complex project cycles. Rotaru CPA provides accounting and advisory services that reflect the reality of practising in this industry, helping you stay organised while planning for the future. --- ## **We Understand the Architecture and Design Industry** Your financial structure must support project-based invoicing, retainers, subcontractor relationships, software subscriptions, and multi-jurisdiction collaboration. Whether you are practising independently or managing a growing firm, your accounting should be strategic and manageable. We work with: - Independent architects - Boutique studios and interior design firms - Multi-disciplinary design teams - Practices operating across provinces or cross-border --- ## **Common Challenges and Questions We Help Resolve** - How should retainers and staged project payments be recognised - How do I manage subcontractors and track contractor payments - What expenses qualify as business deductions - How do I stabilise cash flow with irregular or seasonal revenue - What structure and compensation model will support growth These are common questions in the design field and we help you navigate them with clarity and confidence. --- ## **How We Support Architecture and Design Clients** ### **Entity and Compensation Planning** We help determine the structure that supports your long-term financial direction, profit allocation, and growth goals. ### **Project-Based Accounting** We help track project revenue, retainers, expenses, and changes so you have a clear financial picture at every stage. ### **Cloud Bookkeeping and Expense Management** We use secure digital tools to track software, contractors, travel, materials, and operating costs with minimal admin. ### **Tax Planning and Annual Compliance** We ensure that your filings are accurate, timely, and strategically aligned with your practice and personal finances. ### **Cash Flow and Forecasting** We support planning around long project timelines, upcoming commitments, and hiring decisions. --- ## **A Modern, Cloud-Based Experience** We implement secure, efficient workflows that allow you to manage and review financial information from anywhere, without administrative burden or complicated spreadsheets. --- ## **Our Process** 1. Discovery Call 2. Review and Plan 3. Implementation 4. Ongoing Support --- ## **Why Rotaru CPA is the Right Fit for You** You will benefit from working with us if you: - Want accounting that supports project-based billing and cash flow - Prefer a modern workflow instead of time-consuming administration - Want proactive guidance, not last-minute filing - Value organised reporting and long-term structure - Want a partner who understands the business side of design If you are looking for financial clarity and systems that scale with your practice, we are ready to support you.

Engineering Services

IT Workers

Basic Tax Preparation (Canada)

Basic tax preparation for individuals in Canada.

• T4 preparation
• T4A preparation
• T5 preparation
• RRSP contribution calculation

Starting at $240 CAD