Accounting for Investors & Holding Companies

Real Estate. Crypto. Equities. Total Financial Oversight.

Managing a diverse portfolio requires more than just year-end filing. It requires a strategic partner who understands the distinct tax rules for Real Estate Holdings, Cryptocurrency trading, and Investment Portfolios.

SBA acts as your fractional finance department, tracking your Adjusted Cost Base (ACB), managing capital gains strategies, and ensuring your Holding Company is structured for maximum asset protection.

Active Portfolio

Sole Proprietorship / Personal Investments

✔ Multi-Asset Bookkeeping
Consolidated tracking for Rentals, Crypto & Stocks
✔ Adjusted Cost Base (ACB)
Accurate tracking of averages for every trade
✔ T776 & T5008 Support
Rental Income & Statement of Securities
✔ Income vs. Capital Gains
Strategic guidance on trading activity classification

from $249 / mo

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Holding Corp

Maximize deferral & protect assets.

✔ Full Corporate Accounting
Inter-company transfers, dividends & loans
✔ T2 Corporate Tax Return
Complete filing included
✔ Asset Protection Strategy
Separating OpCo risk from HoldCo assets
✔ Investment Tax Efficiency
RDTOH tracking and dividend planning

from $299 / mo

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Adjusted Cost Base (ACB)

Whether you are averaging down on a stock, trading crypto pairs, or improving a rental property, tracking your true cost is vital. We calculate your precise Adjusted Cost Base (ACB) to ensure you never overpay on Capital Gains tax.

Portfolio Growth

From refinancing real estate to managing investment margin accounts, we handle the complex accounting of leverage. We track interest deductibility and ensure your growth strategy is supported by clean data.

Audit-Ready Records

Digital assets and rental expenses are high-scrutiny areas. We attach source documents to every transaction, creating a digital audit trail that stands up to review.