Accounting · Finance · Tax

Clear direction
for your finances.

CPA-led accounting, tax planning, and FP&A advisory for individuals and businesses who want more than tidy books — built on real experience in private equity and real estate development.

N S W E
Explore
NAbout

Advisory depth, not just
compliance work.


Northern Advisory is led by Matthew Etreni, CPA — seven years spent in private equity and real estate development finance before stepping out to work directly with business owners.

Most accounting providers can keep your books straight and your filings on time. Fewer can also tell you whether a deal pencils out, model a refinance, or build the forecast your lender actually wants to see. That gap — between bookkeeping and real financial judgment — is what Northern Advisory is built to close.

The practice works with a small, deliberately limited number of business owners at a time, with a particular focus on real estate investment and adjacent sectors.

At a glance

  • CPA, registered with CPA Ontario
  • 7+ years in private equity & real estate development finance
  • Based in Toronto, working with owner-operated businesses
  • Working with small and growing businesses, plus the individuals behind them
  • CSRS 4200-compliant compiled financial statements
EServices

Three ways we keep your
numbers working for you.

Pick one service or combine all three — engagements are scoped to what your business actually needs.

Bookkeeping

Accurate, reconciled, review-ready books every month — so you always know exactly where the business stands.

Tax Planning & Filing

Proactive planning year-round, not a scramble every April. Corporate and personal returns prepared by a CPA.

FP&A Advisory

Budgets, forecasts, and deal-level analysis drawing on real private equity and real estate development experience.

SEngagement

Straightforward, fixed-fee engagements.

No surprise invoices. Every engagement starts with a discovery call to scope the right tier for your business, followed by a clear engagement letter.

Foundation
For early-stage or lean operations
  • Monthly bookkeeping & reconciliation
  • Quarterly check-in
  • Annual corporate & personal tax filing
Strategic
For complex or multi-entity portfolios
  • Everything in Growth
  • Full FP&A advisory & forecasting
  • Deal and acquisition support

Founding client pricing available for early engagements. Exact scope and fees are confirmed after your discovery call.

WContact

Let's find your bearings.

Northern Advisory works with small and growing businesses — and the individuals behind them — with a focus on real estate investment and adjacent sectors. If that sounds like you, get in touch.

Email Matthew →
Based in Toronto, Ontario
Regulated by CPA Ontario