01
A long memory is the only true asset.
We work in decades, not quarters. Continuity is itself a form of advisory.
Booking 2026 · Montreal
Accounting,
Accounting,
considered.
A Montreal CPA practice. Audit, tax, and advisory for individuals and enterprises that prefer the long arrangement — written carefully, executed quietly.
// 01 / 09
Toronto
·
Montreal
·
NYC
01 / Practice
Eight disciplines
Eight disciplines
enumerated
in plain language.
Audit, assurance, and consultancy that respects the people behind the numbers. The intent is plain — a calm partnership across decades, not a transaction across quarters.
The Full Index
// 08 disciplines, sequential
01
FOUNDATION
Bookkeeping & Accounting
Records kept the way the rest of the file deserves to be read.
Read brief
02
STEWARDSHIP
Tax Consulting
A standing advisory line for the tax questions that arrive between filings.
Read brief
03
STEWARDSHIP
Personal Taxes
T1 returns prepared as the closing chapter of a year-long file.
Read brief
04
STEWARDSHIP
Corporate Taxes
T2 returns and the year-round filings that surround them.
Read brief
05
DILIGENCE
Financial Statements
Compilations, reviews, and audit-grade statements written for readers who matter.
Read brief
06
COUNSEL
Corporate Financing
Lender-ready packages, projections, and diligence files for capital events.
Read brief
07
INQUIRY
Forensic Consulting
Document-grounded reconstruction for matters where clarity is contested.
Read brief
08
INQUIRY
Fraud Examination
Investigation, asset tracing, and the careful repair of internal control.
Read brief
// In Practice
Tax preparation, considered as a long-form conversation.
Filing season is the punctuation, not the sentence. We work through the year — quietly, in the background — so that April is the easiest month rather than the loudest.
Read case note
02 / Practice In Sum
A practice
A practice
built on quiet
stewardship.
The practice has grown without ever quite advertising. Most clients arrive through introduction — the kind of work that earns a recommendation tends to keep earning them. We have never minded.
// Open the colophon
A
+
INDUSTRY RATED
// independent reviews
∞
LONG ENGAGEMENTS
// built to outlast quarters
24
h
REPLY WINDOW
// any business day
1·1
PARTNER ACCESS
// always direct, never tiered
❝
The temperament we look for in a client is the same as the one we cultivate in ourselves — a long memory
and short patience for fuss.
Marian Holcomb
// Founding Partner · CPA
// 04 — Manifest
Five things
Five things
we believe.
The voice of the practice in five lines — the principles that decide what we will and will not work on, and how the work gets done when it does.
02
Plain language costs us more than it costs you.
Clear writing takes longer. We do it anyway, and we charge accordingly.
03
No engagement outlasts the trust beneath it.
The arrangement is reviewable and reversible at any point. Always has been.
04
The number is rarely the problem.
Most of the work is in the conversations that produce the number. We treat them with care.
05
Quietly is preferable to loudly.
We do not market the practice. The work, done well, is enough.
03 / Method
A roadmap to financial
A roadmap to financial
excellence, plotted slowly.
Throughout the engagement we keep open communication and a steady cadence — informed, involved, and largely unhurried.
PH·01
// Phase
Discovery & Onboarding
A short kickoff to understand finances, goals, and current systems — without pressure.
Two conversations · 90 min total · No commitment
PH·02
// Phase
Planning & Implementation
A strategic plan outlining the steps and instruments needed to meet your objectives.
Drafted within 14d · Iterated openly · Yours to keep
PH·03
// Phase
Monitoring & Adjustment
Quarterly reviews keep things on course, with proactive adjustments as the business evolves.
Quarterly cadence · ad-hoc check-ins · long-arc
[ END_OF_METHOD ]
The whole arrangement is intended to be reviewable and reversible — no engagement is more durable than the trust beneath it.
04 / Studies
Selected engagements
Selected engagements
from the practice.
Each study sketches a particular client, the question they brought, and the way we worked through it together. Names are obscured; numbers, less so.
The Full Index
STUDY/042
// FEATURED
MID_MARKET · FINANCE
FY25
// Featured Engagement
Read the full study
Streamlining a finance department after merger
A two-entity merger left the combined practice unable to close on time, with parallel ledgers and three different chart-of-accounts conventions. Over six months we consolidated systems, retrained the team, and pulled the closing window back inside a working fortnight.
11d
closing window
// down from 32d
STUDY/041
FY24
· SMALL_BIZ · INCOME_TAX
Tax optimisation for a quiet manufacturer
−24%
STUDY/043
FY25
· FOUNDER · CRISIS
Financial recovery for a venture in distress
$4.2M
// 240+ engagements documented since MMXCVIII — browse the index
// Affiliations & Credentials
Members in good
Members in good
standing,
across nine
professional bodies.
Our practitioners hold accreditations across Canada, the United States, and the United Kingdom. The credentials below sit behind every engagement we sign.
- AICPA American Institute of Certified Public Accountants CPA · United States
- FCPA Forensic Certified Public Accountants Forensic credential
- SPAC Society of Professional Accountants of Canada RPA designation
- SAPA Society of Accredited Professional Accountants of Canada APA designation
- ACFE Association of Certified Fraud Examiners CFE credential
- AIA Association of International Accountants FAIA · United Kingdom
- CFA CFA Institute · Toronto Chapter Chartered Financial Analyst
- ABA American Bar Association Affiliated counsel
- CAW Chartered Accountants Worldwide Global affiliation
// All credentials current as of MMXXVI · Q1
Filings on record · No outstanding disciplinary matters
05 / Engagement
Engagements scoped
Engagements scoped
and quoted with
care.
Every file is different. Rather than publish a rate card we cannot honour for every engagement, we quote on first conversation — straightforwardly, in writing, before any work begins.
// Note from the practice
We have never raised a fee mid-engagement.
// 01
Fixed Fee
For defined work — a return, a set of statements, a one-off review.
// 02
Retainer
For ongoing relationships — bookkeeping, year-round tax, advisory.
// 03
Hourly
For consulting, examinations, and matters whose scope is hard to fix.
// Quoted up front
Every engagement begins with a written engagement letter — scope, deliverables, and fee, agreed before we open a working file.
// No surprises
If the scope shifts, we discuss it before the next invoice. We have never quietly raised a fee mid-engagement.
Tell us a little about what you are working on; we will write back with a brief and a quote.
// Initial conversations are unhurried and at no charge —
[ END_OF_TRANSMISSION ]
// 06 — Correspondence
A short conversation costs nothing.
Thirty unhurried minutes with a partner. We will listen carefully and tell you, quite plainly, whether we are the right people for the work in front of you.
hello@fiscallogictax.com
// Replies within 1 business day