Cambridge Financial Services

Cambridge Financial Services is a bookkeeping, accounting and tax firm in Halifax, Canada. It has worked with owner-managers across Atlantic Canada for 35 years and shapes its service to each business rather than using a fixed template.

What Cambridge Financial Services offers

• Bookkeeping — records kept annually, quarterly, monthly, weekly or daily, depending on the client's needs.
• Tax and tax planning — personal tax and estate planning, plus returns for sole proprietorships, partnerships, not-for-profits and charities.
• Growth services — CFO services, financial packaging, management tools and operational reporting.
• Systems — manufacturing, inventory and other core systems, with integrated financial reporting.
• Compilation engagements — financial statements prepared under the compilation standard that replaced notice-to-reader reports.

Who it works with

The firm serves owner-managed businesses in Atlantic Canada, along with individuals, partnerships and charitable organisations. Meetings can be held online, and clients use a portal to share documents.

Key facts

• Based in: Halifax, Canada
• Experience: 35 years serving Atlantic Canadian businesses