Urogen ED is a premier medical clinic specializing in advanced, non-invasive treatments for Peyronie’s Disease, Erectile Dysfunction (ED), and pelvic floor dysfunction. Urogen ED creates customized treatment plans tailored to individual needs, ensuring effective and lasting outcomes.
As a new business owner, Krista Panzani was looking for an accounting firm that could provide clear, personalized support. She wanted a partner who could guide her as she learns the financial management knowledge and skills required by an entrepreneur.
Since becoming a client of GBA, Krista has been quickly impressed by the high standards upheld by both GBA and its team. GBA took a structured and client-focused approach to onboarding, ensuring Krista had the right level of support from day one. Her accountant, Josh, took the time to understand her level of financial knowledge, without judgement about aspects like her familiarity with bookkeeping software or tax processes. Instead, he provided clear explanations and worked closely with her to ensure she had a strong understanding of her accounting and tax obligations.
Since onboarding, a key factor in Krista’s positive experience has been the quality of conversations she has had with Josh. His ability to explain concepts like the necessity of tax installments or the differences between salary, dividends and bonuses, gave her confidence in making financial decisions for her business. The team handled her corporate tax return, annual information return, and the T4A process, and ensuring that she stayed on top of deadlines. She was also impressed by the level of detail Josh provided in reviewing her corporate taxes, explaining key aspects in a way that was easy to understand while identifying potential tax savings opportunities for the future. At the same time, Krista appreciates features like GBA’s digital portal, which has streamlined the exchange of documents and signatures.
With GBA’s ongoing support, Krista can focus on growing her new business with confidence, knowing that her financial foundation is and will be solid and that she has a partner to turn to for reliable information and guidance. As a new business owner, having a trusted accounting firm to guide her through the accounting for her business as well as tax planning and compliance will allow her to dedicate more time and energy on what matters most—building her business and serving her clients.
How will GBA drive my business to where it needs to be?
Working with Josh means having a subject matter expert I can turn to for my accounting questions. This minimizes my stress level so I can focus on growing my business.
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