Types of Finance Businesses We Serve:

• Mortgage Brokers and Brokerages: Handling commissions, licensing, and operational expenses for mortgage professionals.
• Lenders and Financial Institutions: Accounting solutions for banks, credit unions, and private lenders to manage loan portfolios, interest tracking, and regulatory compliance.
• Investment Advisors and Wealth Management Firms: Helping investment professionals with financial reporting, client portfolios, and tax strategies.
• Insurance Firms: Accounting for premiums, claims, commissions, and other insurance-specific financial requirements.
• Tax Advisors and Accountants: Specializing in tax strategy and compliance for other finance professionals.
• Financial Technology (Fintech) Firms: Serving tech-driven financial services with integrated accounting solutions and reporting tools.

How We Help:

• Financial Reporting: Providing timely and detailed reports to meet regulatory requirements and client expectations.
• Tax Compliance and Strategy: Specialized advice on income tax, capital gains, HST filings, and other relevant regulations for financial professionals.
• Commission and Fee Management: Optimizing the tracking of commissions, fees, and other revenue streams in the financial services sector.
• Cash Flow and Liquidity Management: Solutions to help financial businesses manage inflows and outflows, ensuring stability and profitability.
• Risk Management: Offering strategies to identify, assess, and mitigate financial risks in business operations and investments.
• Regulatory Compliance: Ensuring that your firm adheres to financial industry standards, including anti-money laundering (AML) regulations and reporting.

At Tauro Accounting, we understand the unique complexities of the finance industry and provide the expertise you need to maintain compliance, manage financial operations, and grow your business. Let us take care of the numbers while you focus on helping your clients achieve their financial goals.