Inclusive Advisory

Had a great experience at Inclusive Advisory. Worked with Jeff and he was a pleasure to work with! They are very knowledgeable and would definitely recommend them for anyone seeking accounting, legal or financial advice.

I'm the owner of a small consulting business in Peterborough. I have been using Inclusive Advisory for just under a year and have been very happy with the service they provide. I have been dealing primarily with Liana who has been very impressive in her ability to juggle multiple demands as well as the intricacies of my particular business. Often I have recommended Inclusive and Liana to other business owners in Peterborough only to learn that they are already using the same services. The numbers speak to the niche this company fills, well done.

We love working with Inclusive Advisory! They've been a great support for our small business and would recommend their services to anyone. Thanks for your support Inclusive!

I'm the owner of a small, independent bookstore in Peterborough, Ontario, Hunter Street Books. Inclusive Advisory does all my end of year accounting and they are very easy to work with. They let me know what they need and help me along the way.Their service is quick and thorough. I have complete faith in them and enjoying working with them.

We have been working with Inclusive Advisory for several months now and are more than pleased - the team at Inclusive ensures our organization's needs are met and goes above and beyond to assist us in our daily bookkeeping and auditing requirements. Special shout out to Liana who is very detail oriented and excellent in her role! Thank you!-Heidi (Kawartha Gymnastics Club)

The worst service I’ve experienced bar none. Inclusive advisory had my records for a year. In that time they did not file a single return. All they completed (partially) was a spreadsheet. In addition they charged me close to a $1000 to do so. When I asked for clarification on how they arrived at such a high amount I was told a absurd hourly wage for something I could’ve (and would’ve) done myself. Additionally, on my invoice they put in false information to make it sound like they did more than they did. Finally the time they stated was false 18.11 hours??! .11 of a hour is 6 minutes and 36 seconds lol

If anyone is looking to use this firm, I would highly recommend making sure you request their billing rates and billing practices in writing prior to proceeding with their services. I had done some research online and after emailing them to determine their rate for filing personal taxes, they phoned me and informed me it was $175. The aversion to email me what their rates are should have triggered a red flag. But it didn't, so I used Inclusive Advisory's services to file two tax years. The filings were done weeks apart. The filing for the first year proceeded satisfactorily. However, the rate for the second year was $100 more than the first year. When I asked why, they informed me it because there was more than one employment schedule (there was only T4) and they apologized if I was under the impression" that my invoice would be similar to the previous year. An "impression" is an interesting way for an accounting firm to characterize their billing pratices. Additionally

I highly recommend the services provided by Inclusive Advisory. Jeff handled our mortgage and he was never less than professional, courteous, and efficient. He took time to explain things in a thorough but succinct way that we could understand. I have also worked with Matt on the accounting side in the past and he is nothing short of amazing — clever, considerate, funny, and never fails to brighten your day!

I have been dealing with Mike for years. I started investing in my 20s with his advice. I am forever grateful. I highly recommend Inclusive Advisory for all business and personal financial needsWanda BergshoeffGSMBell media

I stuck with Inclusive Advisory for a number of years, despite increases to the cost of filing personal taxes out of a sense of familiarity and loyalty. Last year, there were numerous errors with how my taxes were done. I had caught one error prior to signing off on them filing but another had slipped through resulting in a mess with the CRA.I am not an accountant who is familiar with all the codes and details of filing a personal return, that is why I paid a considerable premium for Inclusive Advisory's services. I would expect them to at least be able to file a rather simple individual tax return without error.This year I switched and went to a much cheaper (less than half what I was paying Inclusive) tax service who actually did my taxes to a degree of perfection. There are far better options out there and at a much lesser cost.