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Helping Financial Services
Owners Grow their Business

Kelly Beck Accounting

Operating a financial service business in Ottawa? Our expert bookkeepers and accountants can ensure your books stay up to date and that all your financial statements are in order.

Financial services businesses such as mortgage brokers, investors, and advisors operate in a competitive market where profitability depends on strong financial management. With the guidance of an experienced Ontario accountant and business advisor, you can make better decisions, improve cash flow, and stay focused on growing your business.


Beck Ltd. helps financial services companies reduce operational costs and strengthen internal processes so you can manage your finances with greater confidence. We handle your accounting and bookkeeping needs and prepare clear financial statements that help you understand your numbers, track costs, and plan ahead.


Our team provides a wide range of corporate accounting services, including financial statements, tax planning, accounts payable and receivable support, and ongoing advisory services. With accurate reporting and better insight into spending, you can identify opportunities to reduce unnecessary expenses and improve long term financial performance.

Our Financial Service Business
Accounting Services

Financial Service accounting can be quite complex. Managing your finances on your own places an unnecessary burden while you’re trying to run a business.

Our team aims to provide financial service business owners with true value. We are here to help provide you with a strong base to make informed decisions for the future of your business. We’ll act as consultants to help you grow your business so that you can achieve your goals.

We have worked with a number of businesses in the Ottawa area to carefully plan and implement business strategies. In collaboration with our clients, we ensure that these strategies are made with direct input to ensure everything aligns with their vision for their business.

Our team can work with you to minimize the expected tax burden for your business. We stay up-to-date with CRA’s ever-changing corporate tax regulation to ensure you’re compliant. The process used for tax planning and preparation for a restaurant is much more complex than personal tax. Enjoy a quick and hassle-free tax season when you choose to work with Beck Ltd.

Our cloud accounting services are made to fit your busy schedule as a business owner. Using secure and trusted software, our expert tax accountants will set up an online profile for your business. You’ll be able to access all your financial documents and reports in real-time.

We understand that your schedule is busy and coming to our office to pick up documents is easier said than done! With our cloud accounting services, we can continue to help you grow your business in Ottawa.

Financial strategist

What Clients Are Saying About Beck Accounting & Tax

Beck Google Review
We’re proud of the repeat business and word of mouth that the Beck team has earned over the years. Read a few of our many client testimonials to get a better idea how Beck can help you.

Kelly Beck reviewing financial statements

From Filing a Tax Return to Helping Your Business Grow, Beck is Here for You!