YOUR PARTNERS IN BUILDING WEALTH
Cutting-edge expertise, without the price tag you’ve come to expect from larger firms. Our experts are dedicated to helping you build wealth and develop the most efficient tax structure along the way.
our services
No more tradeoffs. Get all the help you need in one place — with better bookkeepers than the big firms, and better CPAs than the smaller ones.
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We provide proactive advice and support to help you optimize your tax situation —assisting with things like:
Dividend planning
Inter-generational transfer
Estate planning
CDA planning
Flow-throughs
Philanthropic giving
And more!
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It’s no secret that tax requirements are complex and can be a source of stress. But at Guindi, we make maintaining compliance as painless as possible for you.
We assist with:
Year end tax filings (corp)
Personal tax
Installment reminders
Balance of tax
Foreign reporting
And more!
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100% cloud-based bookkeeping means your books are always closed quickly — and timely, accurate books gives you the insights you need to make better financial decisions. Based on your needs, we can provide bookkeeping services on a monthly or quarterly basis.
YOUR “JUST RIGHT” ACCOUNTING TEAM
At Guindi, our diverse team of experts balances modern technology with old-school relationships. We’re ready to dive into any challenge with you — establishing the most efficient tax structure, minimizing risk, helping you pass on wealth to the next generation, and so on.
Some days, that looks like big-picture strategy — complete with the same quality of advice you’d expect from a larger firm, but with the personalization and intention you’d get at a smaller one.
On others, it looks like reaching out to brokers for info, sending reminders for tax installments, and handling all of the other nitty-gritty tactical details — so you don’t have to.
It takes a village — and with Guindi, you’ve got that entire village under one roof.
OUR AREAS OF EXPERTISE
When you work with Guindi, you get access to both the most modern, easy-to-use technology in the accounting business and some of the most talented, knowledgeable experts in the industry
YOU’VE GOT QUESTIONS, WE’VE GOT ANSWERS.
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We help individuals and families who have built some wealth achieve their financial goals — whether that be building wealth, charitable giving, passing wealth onto the next generation, or all of the above.
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We had clients who were owner/managers of active businesses or medical practices who then sold their business or retired — so they no longer had an active business left, but still had assets to manage and invest. After working with several clients like these, we got really good at it — and started to build experience supporting clients with investments in real estate, flowthroughs, tax planning, estate freezes, life insurance, and beyond.
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Working with an accounting firm has, historically, come with some tradeoffs. Many clients come to us because they don’t feel personally supported at a larger firm — or they’re working with a solo accountant who doesn’t have specific experience solving problems like theirs. That’s why we call Guindi your “just right” accountant — all the perks of a big firm, with the personal relationships you’d expect from a smaller one.
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First, we’ll reach out to learn more about your situation and get to know each other a little bit. Through that conversation, we’re going to ask a bunch of questions about your business goals, your personal goals, what keeps you up at night, etc. We’re in it for the long-haul, so it’s important that we like each other.
From there, if it’s a good fit, we send over a proposal — and if you accept, we’ll move into the onboarding phase. This is where you’ll meet the specific team that will be assisting you moving forward.
LET’S GET TO KNOW EACH OTHER
Ready to take the leap, or curious about how Guindi bridges the gap between large firm capabilities and small firm sensibilities? Our team of experts are ready to learn more about you, your business, and your goals — let’s get a conversation going!