Expert Accounting & Compliance Solutions

Trusted financial expertise to help your business thrive. We provide comprehensive accounting, tax, and compliance services tailored to your needs.

Schedule Consultation Our Services

Our Services

Comprehensive financial solutions to help your business succeed

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Tax Preparation & Planning

Expert tax preparation and strategic planning to minimize your tax liability and maximize your savings.

  • Individual Tax Returns
  • Business Tax Returns
  • Tax Planning & Strategy
  • IRS Audit Representation
  • Tax Resolution Services
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Bookkeeping & Accounting

Accurate and timely financial record-keeping to keep your business organized and compliant.

  • Monthly Bookkeeping
  • Accounts Payable/Receivable
  • Financial Statement Preparation
  • Bank Reconciliation
  • Chart of Accounts Setup
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Compliance & Regulatory

Stay compliant with all regulatory requirements and avoid costly penalties.

  • Regulatory Compliance
  • Business License Management
  • Payroll Compliance
  • Industry-Specific Regulations
  • Compliance Audits
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Financial Planning & Advisory

Strategic financial guidance to help you make informed business decisions.

  • Business Financial Planning
  • Cash Flow Management
  • Budgeting & Forecasting
  • Financial Analysis
  • Growth Strategy Consulting
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Audit & Assurance Services

Comprehensive audit services to ensure accuracy and compliance of your financial records.

  • Financial Statement Audits
  • Internal Audits
  • Compliance Audits
  • Due Diligence Reviews
  • Fraud Detection & Prevention
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Business Consulting

Expert business advice to optimize operations and drive profitability.

  • Business Structure Advice
  • Entity Formation
  • Process Improvement
  • Cost Reduction Strategies
  • Performance Metrics
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Payroll Services

Complete payroll processing and management to save you time and ensure accuracy.

  • Payroll Processing
  • Payroll Tax Filing
  • Direct Deposit Setup
  • Employee Benefits Administration
  • Time & Attendance Tracking
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QuickBooks Services

Professional QuickBooks setup, training, and ongoing support for your accounting needs.

  • QuickBooks Setup & Training
  • Data Migration
  • Ongoing Support
  • Customization & Integration
  • Report Generation

About BrightOak

Your trusted partner for financial excellence

Excellence in Accounting Since 2010

BrightOak has been serving businesses and individuals with comprehensive accounting, tax, and compliance services for over a decade. Our team of certified professionals brings extensive experience and expertise to every client engagement.

We understand that every client is unique, which is why we take a personalized approach to each engagement. Our goal is to help you achieve financial success while ensuring full compliance with all regulatory requirements.

With a commitment to accuracy, integrity, and exceptional service, we've built lasting relationships with clients across various industries. From small startups to established corporations, we provide the expertise and support you need to thrive.

500+
Happy Clients
15+
Years Experience
50+
Team Members
98%
Client Retention

Why Choose Us?

  • Certified Professionals: Our team includes CPAs, enrolled agents, and certified bookkeepers with extensive industry experience.
  • Personalized Service: We take the time to understand your unique needs and provide customized solutions.
  • Proactive Approach: We don't just react to problems—we help you plan ahead and avoid issues.
  • Technology-Driven: We leverage the latest accounting software and tools to provide efficient, accurate services.
  • Transparent Communication: You'll always know where you stand with clear, regular communication.
  • Competitive Pricing: We offer fair, transparent pricing with no hidden fees.
  • Industry Expertise: Experience across multiple industries including healthcare, retail, manufacturing, and professional services.
  • Compliance Focus: We stay current with all tax laws and regulations to keep you compliant.

Our Process

A simple, streamlined approach to managing your finances

1

Initial Consultation

We start with a comprehensive consultation to understand your needs, goals, and current financial situation.

2

Customized Plan

Based on our discussion, we develop a tailored plan that addresses your specific requirements and objectives.

3

Implementation

Our team implements the plan efficiently, setting up systems and processes to streamline your financial operations.

4

Ongoing Support

We provide continuous monitoring, support, and strategic advice to help you achieve your financial goals.

Our Expert Team

Meet the professionals dedicated to your success

John Davis

John Davis

Managing Partner, CPA

With over 20 years of experience, John leads our firm with expertise in tax planning and business consulting.

Sarah Mitchell

Sarah Mitchell

Senior Tax Advisor, EA

Sarah specializes in complex tax situations and IRS representation, helping clients navigate challenging tax issues.

Robert Johnson

Robert Johnson

Audit Director, CPA

Robert oversees our audit and assurance services, ensuring accuracy and compliance for all clients.

Emily Wilson

Emily Wilson

Financial Planning Manager

Emily helps businesses develop strategic financial plans and optimize their financial performance.

Michael Chen

Michael Chen

Compliance Specialist

Michael ensures clients stay compliant with all regulatory requirements and industry standards.

LT

Lisa Thompson

Bookkeeping Manager

Lisa leads our bookkeeping team, providing accurate and timely financial record-keeping services.

David Savard

David Savard

Human Resource Specialist

David manages our human resources operations, ensuring our team has the support and resources needed to deliver exceptional service to our clients.

What Our Clients Say

Trusted by businesses and individuals across the region

BrightOak has been instrumental in helping our business grow. Their expertise in tax planning saved us thousands of dollars, and their bookkeeping services keep us organized and compliant. Highly recommend!

MR

Mark Richardson

CEO, TechStart Solutions

The team at BrightOak is professional, knowledgeable, and always responsive. They've helped us navigate complex compliance issues and provided excellent financial advice. We couldn't be happier with their service.

JP

Jennifer Park

Owner, Park Medical Group

As a small business owner, I was overwhelmed with accounting tasks. BrightOak took over our bookkeeping and tax preparation, giving me peace of mind and allowing me to focus on growing my business. Excellent service!

DW

David Williams

Owner, Williams Construction

Resources & Insights

Stay informed with our latest articles and resources

📄

2025 Tax Planning Guide

Essential tax planning strategies to maximize your savings and minimize your tax liability for the upcoming year.

Read More →
💡

Small Business Accounting Tips

Practical advice for small business owners to maintain accurate books and improve financial management.

Read More →
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Understanding Business Deductions

Learn about common business deductions and how to properly document them for tax purposes.

Read More →
⚖️

Compliance Checklist 2024

A comprehensive checklist to ensure your business meets all regulatory and compliance requirements.

Read More →
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Cash Flow Management Strategies

Expert tips on managing cash flow effectively to maintain healthy business operations.

Read More →
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Financial Planning for Growth

Strategic financial planning approaches to support sustainable business growth and expansion.

Read More →

Ready to Get Started?

Let's discuss how we can help you achieve your financial goals

Schedule Your Free Consultation

Contact Us

Get in touch with our team today

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Office Address

112 KENT STREET
Ottawa, Ontario K1A0W8

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Phone

Main: (613) 604-5434

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Email

info@brightoak-cpa.ca
support@brightoak-cpa.ca

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Business Hours

Monday - Friday: 8:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Sunday: Closed

Send Us a Message