Customer stories

Delivering Trusted Outcomes to Each Client

Explore how we’ve guided individuals and businesses toward financial clarity. Our case studies highlight real challenges solved with practical, stress-free solutions.

01

MPC - 1

Challenge:
Medical Professional Corporation (MPC) - 1, struggled with balancing personal and corporate taxes. Year-end filings were often stressful, with missed deductions and no clear tax strategy in place.

Solution:
Our team at Puri Professional conducted a full review of both personal and corporate finances. We streamlined bookkeeping, introduced quarterly tax planning, and implemented strategies to split income efficiently.

Result:
MPC saved 18% in annual taxes, reduced filing stress, and gained a clear financial roadmap for both his practice and personal income.

02

MPC - 2

Challenge:
Medical Professional Corporation - 2, had rapid growth but lacked structured accounting. Financial records were scattered across multiple platforms, and compliance with CRA reporting was becoming a major concern.

Solution:
We centralized accounting systems, introduced cloud-based bookkeeping, and provided ongoing compliance support. Our audit preparation services ensured his corporation met every CRA requirement on time.

Result:
MPC business achieved full compliance, avoided potential penalties, and now benefits from real-time financial visibility for smarter decision-making.

03

MPC - 3

Challenge:
Medical Professional Corporation - 3, was expanding, but cash flow management and expense tracking were major issues. Without accurate financial insights, growth decisions were being delayed.

Solution:
We introduced detailed bookkeeping processes, created monthly financial reports, and advised on efficient expense categorization. Our consultants also recommended strategies for reinvestment and tax efficiency.

Result:
MPC gained reliable cash flow insights, improved profitability, and confidently expanded his practice with a clear understanding of financial performance.

04

T. C.

Challenge:
T. C, a real estate advisory business, faced complex accounting needs due to commissions, multi-party transactions, and fluctuating revenue cycles. Tracking income accurately for tax purposes was a challenge.

Solution:
Our team designed a tailored accounting system to track commissions, manage GST/HST filings, and align with CRA compliance. We also implemented quarterly tax planning and expense forecasting.

Result:
T. C. streamlined its financial operations, reduced tax liabilities, and improved reporting accuracy — enabling the team to focus on growing their real estate portfolio.