Partner:
M7 and Ownr partner up to handle all your personal and business accounting needs
Accounting is more than just numbers, It’s a tool that can help your business flourish.
Just registered your business in Canada? Essential next steps
Congratulations on embarking on your entrepreneurial journey with Ownr! Establishing a solid foundation is crucial for your business's success. Here's a guide to help you navigate the initial steps:
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✅ Bookkeeping: Save time and money with your own personal accountant for up to 65% less.
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✅ Payroll: Ensure timely and compliant payroll processing for your employees.
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✅ Corporate Tax: Navigate corporate tax obligations efficiently to optimize your tax position.
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✅ Personal Tax: Manage personal tax matters, especially when intertwined with business finances.
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✅ Virtual CFO: Transforming your business into a Profit-maximizing system.
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Book to tax reconciliation
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New QuickBooks Online or Odoo setups
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Prior month or multi-year bookkeeping projects
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App integrations
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Chart of accounts creation & restructure
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Tax Planning
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Business Registrations
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Business and Individual Taxes
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Tax Defense Services
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Entity Structure & Advisory
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Research & Development Tax Credits
Pricing starting at
BEFORE
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Business (T2) $2,500
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Self-Employed $129.99
NOW
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$2,250
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$103.99
*Nil Return = $1,250
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AR / AP
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Inventory Management
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Expense Management
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Third-party app integrations
WSIB Registration
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Help open a new WSIB account
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Guide on required documentation and WSIB needs
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Initial consultation for compliance and client understanding
WSIB Quarterly Filing
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Preparation and filing of quarterly WSIB reports
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Ensuring timely and accurate submission to avoid penalties
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Keeping track of WSIB premiums and collecting necessary data
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Offering WSIB charge summaries and insights
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Projections & Forecasts
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Business & Financial Plans
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Consolidation Reporting
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Capital Deployment Strategy
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Strategic Growth and Vision
5,500+ Happy Clients
Don't just take our word for it
Marcos and the M7 team were incredible in helping me with my taxes. It’s the first times I’ve changed accountants in over 10 years and the process was nothing less than exceptional. Fast, efficient, refund provided, great advice given. Marcos even called me to run me through what the team had done for me at the end. I felt extremely confident with them behind me and I would recommend them over and over.
If you're looking for reliable and supportive accounting, I highly recommend M7 Group. Their team was exceptional with my tax refund in Canada, providing clear explanations of tax laws. What impressed me the most was their dedication to providing excellent customer service—they were always available and went above and beyond to ensure my satisfaction. Thank you Marcos and Matthew!
Business owners can focus on growth while M7Taxes Inc. handles their financial and accounting needs. Specializing in real-time cash flow insights, M7Taxes helps clients grow and expand, even during challenges like the pandemic. With full compliance, reliable client relationships, and affordable, accurate services, M7Taxes Inc. is committed to supporting business success.
SLOTS FOR FREE OFFERS ARE LIMITED
Bookkeeping that drives Profit and Efficiency
Results matter most. We deliver accurate bookkeeping, full compliance, and financial efficiency to maximize profit, boost cash flow, and drive business growth.
YOUR LEADERSHIP TEAM
The team behind our services
At M7 Group, we’re more than accountants – we’re your financial partners. Led by industry experts, we deliver tailored financial strategies for North American businesses, helping you save money and maximize growth each tax season
Marcos Lopes
PCP - Founder and CEO
Matthew Lopes
Co-Founder and CFO
Adnan Khan
CPA, FCCA - Virtual CFO
Carla Cristiane
Accounting Manager
Kevin Lopes
Accounting Manager
Martin Zilz
Senior Accountant
Ravi Gautam
Senior Accountant
Alan Inacio
Accounting Manager
Marco Aurélio
Accountant
Wendel Almeida
Bookkeeper
Bhawesh Bisht
Bookkeeper
Daniel Gonçalves
Bookkeeper
Marcel Canhada
Bookkeeper
Anna Lira
Client Success
Rodrigo Genz
Developer
Denilson Roberth
Marketing
Your Questions, Answered
- Absolutely! By efficiently managing your financial records, M7 empowers you to allocate more time and resources toward strategic decision-making and business expansion, driving overall growth and success.
- To get started with M7, please provide your business details, financial records, and access to relevant documents such as bank statements, invoices, and receipts. Our team will guide you through the onboarding process to ensure a smooth transition.
Subscribe to a 1-year bookkeeping plan (annual billing) under our Jump Start or Jump Start & Tax plans and receive a comprehensive setup, including:
- System Configuration: Tailoring the chart of accounts, tax rates, and default settings to suit your business needs.
- Data Import: Migrating existing data, such as customer and vendor details, transactions, and balances, into the new system.
- Workflow Setup: Customizing processes for invoicing, expenses, payments, and reporting to enhance efficiency.
- User Training: Providing initial guidance to help you effectively navigate and utilize your new system.
Odoo Database Duplication Service
For clients requiring a straightforward duplication of their Odoo database, we offer a complimentary service that includes replicating and configuring your existing data in a new database.
Note: The database duplication process ensures an exact copy of your existing database, preserving its structure, content, and configuration.
With our Odoo software access, you’ll receive:
- Full access to the Accounting App for seamless financial management.
- Full access to the Discuss App for streamlined team communication.
- Full access to the Documents App for efficient document organization and storage.
- 200 free AI-powered OCR recognitions for processing bills, receipts, and documents. After the initial 200 OCR uses, additional charges apply based on your business volume.
Yes, bookkeeping support is included with your service. You can ask questions related to bookkeeping at any time. However, tax strategies and advisory services are available as an add-on service. Learn more our Tax Advisor portal.
Yes, when you prepay for a year, your price is locked in for the duration of the term. Any price changes will only apply after the prepayment period ends.
No, everything is transparent and clearly outlined upfront. However, if you choose to access the complete softwares package, such as additional Odoo features or modules, you may need to upgrade for an additional cost.
- Onboarding your business with M7 Tax requires additional time and due diligence over the next 4 weeks working alongside our team to have your business compliant.
- Additional hours and staff are at your disposal to ensure proper coherence between M7.
- Ensure all documents (bank statements, bills, invoices, receipts, cheques, loan/finance agreements) are provided promptly.
- Work alongside current business procedures and implement any necessary systems to minimize cost and time.
- Develop workflow with M7 for a successful relationship between an account manager and your firm.
At M7 Tax™, we strive to provide exceptional services and accommodate cancellations when necessary. Here’s an overview of our cancellation and refund policy:
One-Time Services- Full Refund: If the service is canceled before any work begins.
- Partial Refunds: If dissatisfied, clients may request a refund within 5 days of service completion. Refunds are evaluated on a case-by-case basis.
Recurring Billing Services- Clients may cancel at any time.
- No refunds for the current billing period, but future billing will stop upon cancellation.
- Refunds for overcharges or incorrect billing will be issued upon verification.
General Guidelines- Refund requests must be submitted in writing (email or letter) and include client details, service information, and the reason for the request.
- Approved refunds will be processed within 2 business days.
- Refunds are denied if the request doesn’t meet the outlined criteria.
Exceptions- Full refunds may be issued in cases of proven fraud or gross negligence by M7 Group™.
For more information or assistance, please contact us at [email protected] or call (561) 486-9444 / (800) 771-8244.