Who We Are

“Operating across US and Canada added layers of complexity we didn’t fully understand. IDM simplified our cross-border structure and helped us avoid costly mistakes. Their expertise gave us clarity in an area that could have easily slowed our growth.”

“IDM became more than an advisor—they became a true financial partner to our leadership team. Their strategic insight helped us optimize costs, plan growth responsibly, and make smarter capital decisions. Having that level of financial clarity gave us confidence at every stage of scaling.”

“Preparing for investor and board meetings used to feel stressful because our financial story wasn’t always clear. IDM helped us build structured reporting and KPI clarity that made our numbers easy to communicate. We now walk into investor conversations with confidence instead of uncertainty.”

“Before working with IDM, we had funding but lacked true clarity on our runway and burn rate. Their forecasting models gave us a clear picture of how long our capital would last and what decisions would impact our trajectory. That visibility changed how we hire, spend, and plan our next raise.”

“IDM doesn’t just review numbers—they help you think like a CEO. Their financial advisory support gave us clarity on where to invest, where to cut costs, and how to grow sustainably. The insights we gained changed the way we run our business.”

“Our business lacked structured financial systems, which made planning for growth difficult. IDM introduced forecasting, budgeting, and performance tracking that transformed how we operate. Today, we feel more prepared, more profitable, and far more confident about our long-term direction.”

“Before partnering with IDM, our growth felt unstructured and risky. Their team helped us build a clear financial roadmap, set measurable targets, and evaluate expansion opportunities with confidence. Instead of guessing our next move, we now scale with strategy and clarity.”

“We were working harder every year but not seeing the profits to match. IDM analyzed our numbers and quickly identified areas where money was leaking. With their guidance, we streamlined expenses, adjusted pricing, and significantly improved our bottom line.”

“As our company expanded, our financial complexity grew faster than we could manage internally. IDM’s Fractional CFO services brought structure, accountability, and long-term planning to our business. We now operate with a clear financial roadmap instead of uncertainty.”

“Hiring IDM as our Fractional CFO gave us access to high-level financial expertise without the cost of a full-time executive. Their guidance helped us set financial targets, evaluate risks, and prepare for growth opportunities. It feels like having a true financial partner invested in our success.”

“Cash flow used to feel unpredictable, and we were constantly reacting to financial surprises. IDM stepped in with a clear strategy, helping us manage cash flow and plan ahead with accuracy. Within months, we saw improved profitability and far greater control over our finances.”

“Tax season used to be stressful because I was always reacting at the last minute. IDM helped us shift to proactive tax planning throughout the year, which made a huge difference in both savings and peace of mind. I finally feel in control of my tax strategy instead of fearing it.”

“Managing taxes across multiple investments and states was overwhelming, and I was constantly worried about missing opportunities. IDM simplified everything and created a customized tax strategy that saved us thousands. Their expertise turned a complex situation into a clear, manageable plan.”

“Ishali is an absolute lifesaver! She is incredibly present and takes the time to explain everything in detail, making sure we fully understand our options and strategies. Unlike our previous CPA, who gave us a bleak outlook and said we’d have to pay $300k in taxes, Ishali completely turned things around. She not only provided us with hope but also provided strategies so we actually received a tax refund instead! Her expertise and dedication are unmatched. If you’re looking for someone who truly has your best”

“Tax season used to feel chaotic because our records were never fully organized. IDM streamlined our bookkeeping and reporting, making everything seamless and compliant throughout the year. What once felt stressful is now completely under control, and that peace of mind is invaluable.”

“As our business grew, managing receivables and cash flow became overwhelming. IDM implemented systems that gave us clear visibility into where our money was going and how to plan ahead. Today, we make smarter decisions because we finally understand our financial position.”

“Before working with IDM, our books were always behind, and I constantly worried about whether our numbers were accurate. Their team brought structure, accuracy, and clarity to our financials almost immediately. Now I review reports with confidence instead of stress, knowing our numbers are reliable.”

“The customized reports and their client portal were another highlight. Having access to real-time insights, key financial metrics, and tax-related information enabled us to make quicker, more informed decisions. This level of financial visibility was something we hadn’t experienced before.”

“Perhaps the most significant impact was on our portfolio’s tax efficiency. IDM’s strategic tax planning not only helped us remain compliant but also optimized our tax situation. The savings were substantial, amounting to $35,000, which was beyond our expectations.”

“Their team didn’t just provide generic solutions; they delved deep into our specific needs.  The level of detail and accuracy in our financial data improved remarkably. IDM’s ability to enrich our data with cross-referenced information provided us with insights we hadn’t even considered before. We were able to see a more accurate representation of our portfolio’s performance and potential, which was eye-opening.”

IDM is the best team of accountants I have ever worked with. They always made sure that our business was in good financial health, and always came up with new ideas for our business and we were growing at a rapid pace because of IDM. They took away the pain of dealing with taxes and other financial matters that I can’t even understand. Ishali and her team always keeps me informed about what they do and why did they do it this way or that way. I am extremely grateful for IDM’s advice and looking forward to another 10 years working together.

Ishali, is a true professional who always gives her best and delivers beyond expectations. I have no hesitation in saying that if ever I have the needs to use her services, it would be a real pleasure to work with her..

Ishali is genuinely interested in your success. Whatever service she provides is done with your personal best interest in mind. She takes the time to have a clear understanding of your needs and caters to them while providing beneficial professional advise. I strongly recommend doing business with Ishali.

We’ve been working with IDM for almost a decade now and the reason why we continue to do so is that they are extremely professional tax accountants. Being entrepreneurs themselves, they understand and work with us to make sure our company is properly set up to minimize our tax liability and maximize our revenue.

I found my experience with IDM professional corporation to be both rewarding and beneficial. They gave us great advice, which we took and it turned out to be the right decision. They were genuinely interested in my success and they have never let me down. IDM is a company that I can count on to deliver high quality work, every time. That is why I highly recommend them to all my friends, family and clients.

IDM is the best team of accountants I have ever worked with. They always made sure that our business was in good financial health, and always came up with new ideas for our business and we were growing at a rapid pace because of IDM. They took away the pain of dealing with taxes and other financial matters that I can’t even understand. Ishali and her team always keeps me informed about what they do and why did they do it this way or that way. I am extremely grateful for IDM’s advice and looking forward to another 10 years working together.

Ishali and her team are amazing professionals to work with, they are very thorough and detail oriented. They all have great personality and made the entire process completely stress free. I would recommend IDM services to anyone, anytime!

I have been working with IDM since last year and they have been great. Their team is extremely knowledgeable and always responds promptly to any questions I have – which I appreciate since I am not super familiar with the taxation system. It is truly a pleasure to work with them and we will continue to patronize IDM for our accounting needs for years to come.

I can truly say that Ishali and her team are excellent accountants who are highly recommended in their field and switching to IDM is the best decision we could have made. They are readily available to address our CDN and U.S. tax questions or concerns, as well as proving to us that they really do take care of their clients. IDM’s dedication to their job and their customers is evident in all aspects of their work. We would highly recommend her to anyone!

IDM filed my Canadian and American taxes. They are very professional, knowledgeable and thorough. They gave me great advice and explained the tax laws and my options to me clearly. I would highly recommend IDM Professional Corporation CPA for any tax filing or related advice you may need!

“IDM Professional Corporation CPA prepared and filed our tax returns for 2020 to our entire satisfaction, they provided excellent service, answered our questions, ensured that we were compliant with law, and were also able to maximize our tax optimization opportunities as permitted under the law. We recommend their services.”

“I have worked with many accountants over the years and Ishali is by the far the most sincere of them all.  She is honest and gives great advice by setting proper expectations while minimizing tax and risk.  What else could you ask for from an accountant?
I want my accountant to get as close to the line as possible, but not to cross it.  I have paid the price for accountants who have impressed me with sketchy practices.  If you want solid advice and a dedicated accountant that makes you feel like you are the only client they have, IDM is the place for you.”

“When I first started investing in real estate, I did not realize the huge potential in tax savings. It’s only after I met with Ishali, I understood that despite of making close to $500,000 between me and my husband with our medical practice income and real estate rental income we could pay as little as $50,000 in tax. Thanks to her creative tax planning strategies we now have over 50 real estate properties.”

Being a dual citizen with multiple corporations in USA and Canada, I was anxious about double taxation even though there are tax treaties. Ishali and everyone at IDM team has provided me with the white glove service responding to every anxious email from me and gone above and beyond to ensure that i do not pay a single dollar more than i have to. Last year, with all the tax planning strategies, they were able to save me $75,000 in tax.

Moving back to Canada from the USA after 17 years and, shortly after, starting my own company was a financial shock. We had tax responsibilities in two countries plus financial complications of running a small business. After ‘investing’ in a large accounting firm, and seeking relief, Ishali’s services were recommended to us. What a relief. Ishali advises us on tax planning, takes care of filing taxes for us, does bookkeeping and accounting for the business and allowed us to focus on business. Ishali has become a trusted friend and IDM our lifeline.