BorderlessWealth CPA is a licensed, boutique Chartered Professional Accounting (CPA) firm specializing in Canadian, US, and cross-border tax planning services for entrepreneurs and businesses of the digital economy who are looking to expand internationally as part of the next phase of their growth.
We are a virtual CPA firm licensed to provide tax and accounting services remotely for clients with presence in Canada and in the US (all states).
Our sector focus is in e-commerce (online retailers and service providers), and technology (SaaS, blockchain). Our typical client profile includes such businesses with a high growth mindset and is on the cutting edge of developing new technologies, products, or services.
Just like our clients, we also rely on new technologies and automation to deliver our services virtually. We are constantly looking for ways to improve processes so that the best possible customer experience can be delivered to all of our clients across the world.
Leveraging the technical expertise and vast experiences gained from working in “big four” accounting firms and multinational companies, we are well positioned to provide value-added, creative, and cost-effective tax strategies and accounting solutions for your cross-border business with the objective of minimizing cash tax liability, maximizing profitability, and delivering a positive ROI.
We take a pro-active approach and work with clients throughout the year to plan for the future because we understand the importance of providing timely advice. We take pride in being responsive to client communication and delivering services with technical excellence and acute attention to detail.
Cross-Border Tax Planning is our premier niche service for delivering ROI to Canadian Technology start-ups contemplating setting up US operations, attracting capital from US investors, hiring US-based talent, re-locating IP, issuing equity to cross-border employees, etc. US Technology start-ups contemplating Canadian expansion, hiring Canadian talent, and accessing generous Canadian R&D tax credits. Canadian eCommerce business with growing sales into the US and internationally. Online entrepreneurs, digital nomads, and service-based businesses who are currently operating in a borderless environment.
We offer customized monthly fixed fee packages for the following services at a cost less than a part-time employee, but with us as your outsourced accounting and finance department so you can focus your time on the growth of your busines.